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SF

Stifel

283 hedge funds and large institutions have $3.23B invested in Stifel in 2018 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 100 increasing their positions, 99 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

343% more call options, than puts

Call options by funds: $13.4M | Put options by funds: $3.02M

1% more repeat investments, than reductions

Existing positions increased: 100 | Existing positions reduced: 99

2% less funds holding

Funds holding: 288283 (-5)

2.52% less ownership

Funds ownership: 197.28%194.76% (-2.5%)

13% less capital invested

Capital invested by funds: $3.73B → $3.23B (-$496M)

16% less first-time investments, than exits

New positions opened: 27 | Existing positions closed: 32

100% less funds holding in top 10

Funds holding in top 10: 30 (-3)

Holders
283
Holders Change
-5
Holders Change %
-1.74%
% of All Funds
6.48%
Holding in Top 10
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-100%
% of All Funds
New
27
Increased
100
Reduced
99
Closed
32
Calls
$13.4M
Puts
$3.02M
Net Calls
+$10.4M
Net Calls Change
+$5.13M
Name Holding Trade Value Shares
Change
Change in
Stake
EMR
101
Errol M. Rudman
$2.41M -$492K -18,900 -15%
American Century Companies
102
American Century Companies
Missouri
$2.36M -$4.51M -173,327 -63%
UBS Group
103
UBS Group
Switzerland
$2.32M +$895K +34,407 +53%
ORI
104
Oak Ridge Investments
Illinois
$2.19M -$293K -11,250 -11%
Canada Life
105
Canada Life
Manitoba, Canada
$2.19M
USAA
106
United Services Automobile Association
Texas
$2.15M +$731K +28,107 +44%
MLICM
107
Metropolitan Life Insurance Company (MetLife)
New York
$2.15M +$84.6K +3,251 +4%
GCP
108
GSA Capital Partners
United Kingdom
$2.08M +$521K +20,009 +29%
Point72 Asset Management
109
Point72 Asset Management
Connecticut
$2.05M +$2.29M +88,126 New
AIA
110
Avalon Investment & Advisory
Texas
$2.02M -$2.11M -81,218 -48%
MSA
111
Mason Street Advisors
Wisconsin
$1.92M +$35.9K +1,379 +2%
HW
112
Hancock Whitney
Mississippi
$1.84M +$1.6M +61,526 +350%
SCM
113
Stevens Capital Management
Pennsylvania
$1.74M +$1.14M +43,782 +140%
State Board of Administration of Florida Retirement System
114
State Board of Administration of Florida Retirement System
Florida
$1.74M -$8.2K -315 -0.4%
CWM
115
Cornerstone Wealth Management
Missouri
$1.72M +$5.29M +203,256 New
OAM
116
Oxford Asset Management
United Kingdom
$1.7M -$401K -15,428 -18%
OAM
117
Oppenheimer Asset Management
New York
$1.69M +$52 +2 +0%
AG
118
Aperio Group
California
$1.67M -$87.9K -3,380 -4%
Walleye Trading
119
Walleye Trading
New York
$1.6M +$210K +8,085 +13%
LCM
120
Laurion Capital Management
New York
$1.57M +$1.76M +67,844 New
BCM
121
Bridgeway Capital Management
Texas
$1.55M -$568K -21,825 -25%
TAM
122
Trillium Asset Management
Massachusetts
$1.52M -$156 -6 -0%
OPERF
123
Oregon Public Employees Retirement Fund
Oregon
$1.47M +$47.2K +1,813 +3%
SCM
124
Sterling Capital Management
North Carolina
$1.44M -$1.59K -61 -0.1%
BFC
125
Banc Funds Company
Illinois
$1.43M -$6.81M -261,675 -81%

SF Hedge Fund Activity: Q2 2018 in Review

283 of the 4,369 institutional investors tracked by Wall St. Rank reported a position in Stifel (SF) for Q2 2018, worth a combined $3.23B — down 13% from $3.73B a quarter earlier.

Sellers outnumbered buyers: 32 funds closed out of SF and 27 opened new positions — a net loss of 5 holders — while 99 trimmed existing stakes and 100 added.

The largest buyer was BlackRock, adding an estimated $24.9M. The largest seller was Prudential Financial, cutting an estimated $20.9M.

  • 283 institutional investors held Stifel (SF) as of Q2 2018, down from 288 in Q1 2018.
  • Funds reported $3.23B of Stifel stock for Q2 2018, down 13% quarter-over-quarter.
  • 27 funds opened new Stifel positions in Q2 2018 and 32 closed out, a net change of -5 holders.
  • The largest Stifel buyer in Q2 2018 was BlackRock, an estimated $24.9M added.
  • The largest Stifel seller in Q2 2018 was Prudential Financial, an estimated $20.9M sold.

Based on aggregated 13F filings for Q2 2018.