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SF

Stifel

288 hedge funds and large institutions have $3.73B invested in Stifel in 2018 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 103 increasing their positions, 94 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more call options, than puts

Call options by funds: $13.5M | Put options by funds: $8.31M

45% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 33

4% more funds holding

Funds holding: 278288 (+10)

10% more repeat investments, than reductions

Existing positions increased: 103 | Existing positions reduced: 94

3% more capital invested

Capital invested by funds: $3.64B → $3.73B (+$91.4M)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

5.73% less ownership

Funds ownership: 203%197.28% (-5.7%)

Holders
288
Holders Change
+10
Holders Change %
+3.6%
% of All Funds
6.6%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
48
Increased
103
Reduced
94
Closed
33
Calls
$13.5M
Puts
$8.31M
Net Calls
+$5.23M
Net Calls Change
+$7.96M
Name Holding Trade Value Shares
Change
Change in
Stake
ASRS
101
Arizona State Retirement System
Arizona
$2.88M -$44.6K -1,575 -1%
TPSF
102
Texas Permanent School Fund
Texas
$2.82M +$81.9K +2,892 +3%
Nordea Investment Management
103
Nordea Investment Management
Sweden
$2.8M +$3.01M +106,200 New
ORI
104
Oak Ridge Investments
Illinois
$2.78M -$893K -31,500 -23%
ERSOT
105
Employees Retirement System of Texas
Texas
$2.49M
Canada Life
106
Canada Life
Manitoba, Canada
$2.49M +$107K +3,771 +4%
MLICM
107
Metropolitan Life Insurance Company (MetLife)
New York
$2.35M +$73.8K +2,603 +3%
BCM
108
Bridgeway Capital Management
Texas
$2.33M +$172K +6,075 +7%
Jacobs Levy Equity Management
109
Jacobs Levy Equity Management
New Jersey
$2.32M +$2.5M +88,177 New
OAM
110
Oxford Asset Management
United Kingdom
$2.31M +$743K +26,213 +43%
JIR
111
James Investment Research
Ohio
$2.24M +$352K +12,431 +17%
GC
112
Guggenheim Capital
Illinois
$2.22M -$86.7K -3,060 -4%
Federated Hermes
113
Federated Hermes
Pennsylvania
$2.16M +$121K +4,286 +6%
3C
114
361 Capital
Colorado
$2.15M +$2.32M +81,812 New
MSA
115
Mason Street Advisors
Wisconsin
$2.14M +$150K +5,303 +7%
Barclays
116
Barclays
United Kingdom
$2.14M -$773K -27,292 -25%
MAM
117
Martingale Asset Management
Massachusetts
$2.1M +$2.26M +79,711 New
HIS
118
Horizon Investment Services
Indiana
$2.05M +$2.21M +77,857 New
BCM
119
BlueCrest Capital Management
Jersey
$2.03M +$2.19M +77,263 New
Ohio Public Employees Retirement System (OPERS)
120
Ohio Public Employees Retirement System (OPERS)
Ohio
$2M +$1.53M +53,995 +245%
AG
121
Aperio Group
California
$1.98M -$23.2K -819 -1%
State Board of Administration of Florida Retirement System
122
State Board of Administration of Florida Retirement System
Florida
$1.98M +$7.91K +279 +0.4%
ARTA
123
A.R.T. Advisors
New York
$1.98M +$733K +25,875 +53%
Bank of Montreal
124
Bank of Montreal
Ontario, Canada
$1.97M +$337K +11,896 +19%
ZIM
125
Zacks Investment Management
Illinois
$1.95M +$2.1M +73,984 New

SF Hedge Fund Activity: Q1 2018 in Review

288 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in Stifel (SF) for Q1 2018, worth a combined $3.73B — up 2.5% from $3.64B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new SF positions and 33 closed out — a net gain of 15 holders — while 103 added to existing stakes and 94 trimmed.

The largest buyer was Prudential Financial, adding an estimated $46M. The largest seller was Millennium Management, cutting an estimated $70.3M.

  • 288 institutional investors held Stifel (SF) as of Q1 2018, up from 278 in Q4 2017.
  • Funds reported $3.73B of Stifel stock for Q1 2018, up 2.5% quarter-over-quarter.
  • 48 funds opened new Stifel positions in Q1 2018 and 33 closed out, a net change of +15 holders.
  • The largest Stifel buyer in Q1 2018 was Prudential Financial, an estimated $46M added.
  • The largest Stifel seller in Q1 2018 was Millennium Management, an estimated $70.3M sold.

Based on aggregated 13F filings for Q1 2018.