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SF

Stifel
SF

286 hedge funds and large institutions have $3.53B invested in Stifel in 2019 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 77 increasing their positions, 117 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

276% more call options, than puts

Call options by funds: $15.2M | Put options by funds: $4.03M

200% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 14

100% more funds holding in top 10

Funds holding in top 10: 2 → 4 (+2)

8% more funds holding

Funds holding: 266 → 286 (+20)

1.12% more ownership

Funds ownership: 190.89% → 192.01% (+1.1%)

4% more capital invested

Capital invested by funds: $3.38B → $3.53B (+$151M)

34% less repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 117

Holders
286
Holders Change
+20
Holders Change %
+7.52%
% of All Funds
5.64%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.08%
New
42
Increased
77
Reduced
117
Closed
14
Calls
$15.2M
Puts
$4.03M
Net Calls
+$11.1M
Net Calls Change
+$1.43M

Top Buyers

1
Allianz Asset Management
Allianz Asset Management
Germany
+$22.4M
2
BlackRock
BlackRock
New York
+$19.7M
3
Morgan Stanley
Morgan Stanley
New York
+$9.36M
4
EARNEST Partners
EARNEST Partners
Georgia
+$8.06M
5
AQR Capital Management
AQR Capital Management
Connecticut
+$7.07M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$26.8M
2
Fisher Asset Management
Fisher Asset Management
Washington
-$26.4M
3
Wells Fargo
Wells Fargo
California
-$13M
4
SSA
Schonfeld Strategic Advisors
New York
-$10.5M
5
CCM
Channing Capital Management
Illinois
-$7.66M
Name Holding Trade Value Shares
Change 		Change in
Stake
MLICM
101
Metropolitan Life Insurance Company (MetLife)
New York
$2.32M -$52.5K -2,007 -2%
AAMU
102
AEGON Asset Management (UK)
United Kingdom
$2.28M – – –
MSA
103
Mason Street Advisors
Wisconsin
$2.21M -$7.34K -281 -0.3%
AIP
104
Ameritas Investment Partners
Nebraska
$2.18M -$365K -13,959 -15%
Ohio Public Employees Retirement System (OPERS)
105
Ohio Public Employees Retirement System (OPERS)
Ohio
$2.18M -$1.86M -71,035 -47%
AG
106
Aperio Group
California
$2.14M +$187K +7,143 +10%
KOCAA
107
Knights of Columbus Asset Advisors
Connecticut
$2.13M +$2.07M +79,038 New
HSBC Holdings
108
HSBC Holdings
United Kingdom
$2.13M +$314K +12,004 +18%
Canada Life
109
Canada Life
Manitoba, Canada
$2.05M +$2M +76,700 New
CCIA
110
Campbell & Co Investment Adviser
Maryland
$1.94M +$1.88M +71,788 New
TAM
111
Trillium Asset Management
Massachusetts
$1.91M -$1.1M -42,217 -37%
OAM
112
Oppenheimer Asset Management
New York
$1.88M -$21.5K -824 -1%
Squarepoint
113
Squarepoint
New York
$1.84M +$1.78M +68,195 New
D.E. Shaw & Co
114
D.E. Shaw & Co
New York
$1.83M +$1.36M +51,988 +327%
Thrivent Financial for Lutherans
115
Thrivent Financial for Lutherans
Minnesota
$1.79M -$2.71M -103,707 -61%
RCAMU
116
Rothschild & Co Asset Management US
Connecticut
$1.77M -$2.68M -102,670 -61%
Millennium Management
117
Millennium Management
New York
$1.74M -$641K -24,534 -28%
DA
118
Detalus Advisors
Missouri
$1.64M +$1.59M +60,804 New
OPERF
119
Oregon Public Employees Retirement Fund
Oregon
$1.59M -$185K -7,092 -11%
JIR
120
James Investment Research
Ohio
$1.59M +$441K +16,875 +40%
T. Rowe Price Associates
121
T. Rowe Price Associates
Maryland
$1.59M +$153K +5,848 +11%
BPM
122
Bowling Portfolio Management
Ohio
$1.58M -$454K -17,377 -23%
Jacobs Levy Equity Management
123
Jacobs Levy Equity Management
New Jersey
$1.57M -$3.15M -120,713 -67%
Jennison Associates
124
Jennison Associates
New York
$1.55M -$54.7K -2,091 -4%
Deutsche Bank
125
Deutsche Bank
Germany
$1.51M +$289K +11,074 +25%
3 4
5
6 7

SF Hedge Fund Activity: Q4 2019 in Review

286 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Stifel (SF) for Q4 2019, worth a combined $3.53B — up 4.5% from $3.38B a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new SF positions and 14 closed out — a net gain of 28 holders — while 77 added to existing stakes and 117 trimmed.

The largest buyer was Allianz Asset Management, opening a new position worth an estimated $22.4M. The largest seller was Fidelity Investments, cutting an estimated $26.8M.

  • 286 institutional investors held Stifel (SF) as of Q4 2019, up from 266 in Q3 2019.
  • Funds reported $3.53B of Stifel stock for Q4 2019, up 4.5% quarter-over-quarter.
  • 42 funds opened new Stifel positions in Q4 2019 and 14 closed out, a net change of +28 holders.
  • The largest Stifel buyer in Q4 2019 was Allianz Asset Management, an estimated $22.4M added.
  • The largest Stifel seller in Q4 2019 was Fidelity Investments, an estimated $26.8M sold.

Based on aggregated 13F filings for Q4 2019.