Stifel
212 hedge funds and large institutions have $2.87B invested in Stifel in 2014 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 68 increasing their positions, 89 reducing their positions, and 13 closing their positions.
115% more first-time investments, than exits
New positions opened: 28 | Existing positions closed: 13
72% more call options, than puts
Call options by funds: $6.06M | Put options by funds: $3.53M
7% more funds holding
Funds holding: 199 → 212 (+13)
5% more capital invested
Capital invested by funds: $2.72B → $2.87B (+$144M)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
2.25% less ownership
Funds ownership: 201.28% → 199.04% (-2.2%)
24% less repeat investments, than reductions
Existing positions increased: 68 | Existing positions reduced: 89
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FMA
Fiduciary Management Associates
Chicago,
Illinois
|
+$14.5M |
| 2 |
Axa
Paris,
France
|
+$12.1M |
| 3 |
APG Asset Management
Amsterdam,
Netherlands
|
+$11.5M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$10.1M |
| 5 |
EAM
Eagle Asset Management
St Petersburg,
Florida
|
+$9.71M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RA
Royce & Associates
New York
|
-$24.9M |
| 2 |
CCM
Century Capital Management
Boston,
Massachusetts
|
-$21.8M |
| 3 |
WI
WHV Investments
San Francisco,
California
|
-$15.2M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
-$13.6M |
| 5 |
BA
BlackRock Advisors
Wilmington,
Delaware
|
-$11.6M |
SF Hedge Fund Activity: Q1 2014 in Review
212 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Stifel (SF) for Q1 2014, worth a combined $2.87B — up 5.3% from $2.72B a quarter earlier.
Buyers outnumbered sellers: 28 funds opened new SF positions and 13 closed out — a net gain of 15 holders — while 68 added to existing stakes and 89 trimmed.
The largest buyer was Fiduciary Management Associates, opening a new position worth an estimated $14.5M. The largest seller was Royce & Associates, cutting an estimated $24.9M.
- 212 institutional investors held Stifel (SF) as of Q1 2014, up from 199 in Q4 2013.
- Funds reported $2.87B of Stifel stock for Q1 2014, up 5.3% quarter-over-quarter.
- 28 funds opened new Stifel positions in Q1 2014 and 13 closed out, a net change of +15 holders.
- The largest Stifel buyer in Q1 2014 was Fiduciary Management Associates, an estimated $14.5M added.
- The largest Stifel seller in Q1 2014 was Royce & Associates, an estimated $24.9M sold.
Based on aggregated 13F filings for Q1 2014.