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SF

Stifel
SF

278 hedge funds and large institutions have $3.64B invested in Stifel in 2017 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 86 increasing their positions, 93 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

354% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 13

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

19% more funds holding

Funds holding: 233 → 278 (+45)

12% more capital invested

Capital invested by funds: $3.26B → $3.64B (+$375M)

1.6% more ownership

Funds ownership: 201.41% → 203% (+1.6%)

8% less repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 93

16% less call options, than puts

Call options by funds: $14.3M | Put options by funds: $17M

Holders
278
Holders Change
+45
Holders Change %
+19.31%
% of All Funds
6.31%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
59
Increased
86
Reduced
93
Closed
13
Calls
$14.3M
Puts
$17M
Net Calls
-$2.73M
Net Calls Change
+$19.5M

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
+$20.2M
2
FWIA
Fort Washington Investment Advisors
Ohio
+$16M
3
MFIMFI
Mesirow Financial Investment Management - Fixed Income
Illinois
+$15.1M
4
AllianceBernstein
AllianceBernstein
Tennessee
+$11.5M
5
BlackRock
BlackRock
New York
+$11.4M

Top Sellers

1
EAM
Eagle Asset Management
Florida
-$35.7M
2
Invesco
Invesco
Georgia
-$16.3M
3
SAM
Sentinel Asset Management
Vermont
-$15.5M
4
American Century Companies
American Century Companies
Missouri
-$12.5M
5
Bank of America
Bank of America
North Carolina
-$9.86M
Name Holding Trade Value Shares
Change 		Change in
Stake
MLICM
101
Metropolitan Life Insurance Company (MetLife)
New York
$2.29M -$3.77M -154,233 -64%
AP
102
AHL Partners
United Kingdom
$2.2M +$1.65M +67,381 +428%
BNP Paribas Financial Markets
103
BNP Paribas Financial Markets
France
$2.19M +$324K +13,248 +19%
BCM
104
Bridgeway Capital Management
Texas
$2.18M +$2.01M +82,350 New
PAM
105
Panagora Asset Management
Massachusetts
$2.08M +$1.69M +69,176 +723%
Federated Hermes
106
Federated Hermes
Pennsylvania
$2.06M -$340K -13,896 -15%
AG
107
Aperio Group
California
$2.02M +$212K +8,669 +13%
MSA
108
Mason Street Advisors
Wisconsin
$2.01M -$9.57K -391 -0.5%
State Board of Administration of Florida Retirement System
109
State Board of Administration of Florida Retirement System
Florida
$1.98M -$317K -12,960 -15%
JIR
110
James Investment Research
Ohio
$1.92M -$222K -9,056 -11%
Envestnet Asset Management
111
Envestnet Asset Management
Illinois
$1.9M -$23.8K -974 -1%
ECM
112
ETrade Capital Management
Virginia
$1.88M +$118K +4,830 +7%
TAM
113
Trillium Asset Management
Massachusetts
$1.85M -$138K -5,637 -7%
Fifth Third Bancorp
114
Fifth Third Bancorp
Ohio
$1.72M -$95.5K -3,904 -6%
QIM
115
Quantitative Investment Management
Virginia
$1.72M +$1.59M +64,800 New
OAM
116
Oppenheimer Asset Management
New York
$1.67M – – –
Bank of Montreal
117
Bank of Montreal
Ontario, Canada
$1.67M +$133K +5,418 +9%
OAM
118
Oxford Asset Management
United Kingdom
$1.64M +$1.5M +61,510 New
PCM
119
Price Capital Management
Louisiana
$1.63M +$1.5M +61,398 New
AIP
120
Ameritas Investment Partners
Nebraska
$1.56M -$8.42K -344 -0.6%
ProShare Advisors
121
ProShare Advisors
Maryland
$1.54M +$411K +16,814 +41%
OPERF
122
Oregon Public Employees Retirement Fund
Oregon
$1.52M +$15.2K +623 +1%
SOMRS
123
State of Michigan Retirement System
Michigan
$1.47M -$60.6K -2,475 -4%
Capital Fund Management (CFM)
124
Capital Fund Management (CFM)
France
$1.44M +$1.33M +54,225 New
Teacher Retirement System of Texas
125
Teacher Retirement System of Texas
Texas
$1.38M +$969K +39,584 +312%
3 4
5
6 7

SF Hedge Fund Activity: Q4 2017 in Review

278 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Stifel (SF) for Q4 2017, worth a combined $3.64B — up 12% from $3.26B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new SF positions and 13 closed out — a net gain of 46 holders — while 86 added to existing stakes and 93 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $20.2M. The largest seller was Eagle Asset Management, cutting an estimated $35.7M.

  • 278 institutional investors held Stifel (SF) as of Q4 2017, up from 233 in Q3 2017.
  • Funds reported $3.64B of Stifel stock for Q4 2017, up 12% quarter-over-quarter.
  • 59 funds opened new Stifel positions in Q4 2017 and 13 closed out, a net change of +46 holders.
  • The largest Stifel buyer in Q4 2017 was Goldman Sachs, an estimated $20.2M added.
  • The largest Stifel seller in Q4 2017 was Eagle Asset Management, an estimated $35.7M sold.

Based on aggregated 13F filings for Q4 2017.