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SF

Stifel

231 hedge funds and large institutions have $2.94B invested in Stifel in 2016 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 83 increasing their positions, 78 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

246% more call options, than puts

Call options by funds: $26.7M | Put options by funds: $7.72M

67% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 18

37% more capital invested

Capital invested by funds: $2.14B → $2.94B (+$800M)

9.11% more ownership

Funds ownership: 190.74%199.85% (+9.1%)

5% more funds holding

Funds holding: 221231 (+10)

6% more repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 78

Holders
231
Holders Change
+10
Holders Change %
+4.52%
% of All Funds
5.78%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.05%
New
30
Increased
83
Reduced
78
Closed
18
Calls
$26.7M
Puts
$7.72M
Net Calls
+$19M
Net Calls Change
+$12.2M
Name Holding Trade Value Shares
Change
Change in
Stake
UBS AM
101
UBS AM
Illinois
$1.91M -$877K -43,675 -34%
Canada Life
102
Canada Life
Manitoba, Canada
$1.87M -$113K -5,625 -6%
Janney Montgomery Scott
103
Janney Montgomery Scott
Pennsylvania
$1.66M +$1.25M +62,228 +501%
Voloridge Investment Management
104
Voloridge Investment Management
Florida
$1.57M +$1.42M +70,636 New
MSA
105
Mason Street Advisors
Wisconsin
$1.54M +$13K +648 +0.9%
MERSOM
106
Municipal Employees' Retirement System of Michigan
Michigan
$1.52M +$26.2K +1,305 +2%
LMGAM
107
Liberty Mutual Group Asset Management
Massachusetts
$1.51M +$32.9K +1,640 +2%
ASRS
108
Arizona State Retirement System
Arizona
$1.48M +$167K +8,325 +14%
N
109
Nuveen
North Carolina
$1.43M -$10.4K -518 -0.8%
Envestnet Asset Management
110
Envestnet Asset Management
Illinois
$1.4M +$261 +13 +0%
Federated Hermes
111
Federated Hermes
Pennsylvania
$1.34M +$56.2K +2,799 +5%
SOMRS
112
State of Michigan Retirement System
Michigan
$1.33M +$4.52K +225 +0.4%
MPAM
113
Monarch Partners Asset Management
Massachusetts
$1.33M -$3.48M -173,205 -74%
AG
114
Aperio Group
California
$1.3M +$55.1K +2,745 +5%
ProShare Advisors
115
ProShare Advisors
Maryland
$1.29M +$240K +11,977 +26%
AIP
116
Ameritas Investment Partners
Nebraska
$1.27M -$14.1K -700 -1%
NSEDCP
117
NJ State Employees Deferred Compensation Plan
New Jersey
$1.25M
Barclays
118
Barclays
United Kingdom
$1.21M +$226K +11,275 +26%
IPC
119
Independent Portfolio Consultants
Florida
$1.21M -$21K -1,046 -2%
RJA
120
Raymond James & Associates
Florida
$1.2M +$267K +13,318 +33%
Fifth Third Bancorp
121
Fifth Third Bancorp
Ohio
$1.17M -$61.2K -3,047 -5%
OPERF
122
Oregon Public Employees Retirement Fund
Oregon
$1.14M -$40.5K -2,016 -4%
ADEF
123
Adams Diversified Equity Fund
Maryland
$1.13M +$1.03M +51,075 New
BNP Paribas Financial Markets
124
BNP Paribas Financial Markets
France
$1.07M +$437K +21,764 +83%
ANTB
125
AMG National Trust Bank
Colorado
$1.02M +$18K +898 +2%

SF Hedge Fund Activity: Q4 2016 in Review

231 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Stifel (SF) for Q4 2016, worth a combined $2.94B — up 37% from $2.14B a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new SF positions and 18 closed out — a net gain of 12 holders — while 83 added to existing stakes and 78 trimmed.

The largest buyer was BlackRock Fund Advisors, adding an estimated $25.5M. The largest seller was Millennium Management, exiting entirely with an estimated $10.5M sold.

  • 231 institutional investors held Stifel (SF) as of Q4 2016, up from 221 in Q3 2016.
  • Funds reported $2.94B of Stifel stock for Q4 2016, up 37% quarter-over-quarter.
  • 30 funds opened new Stifel positions in Q4 2016 and 18 closed out, a net change of +12 holders.
  • The largest Stifel buyer in Q4 2016 was BlackRock Fund Advisors, an estimated $25.5M added.
  • The largest Stifel seller in Q4 2016 was Millennium Management, an estimated $10.5M sold.

Based on aggregated 13F filings for Q4 2016.