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SF

Stifel

184 hedge funds and large institutions have $2.33B invested in Stifel in 2013 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 68 increasing their positions, 72 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 15

19% more capital invested

Capital invested by funds: $1.95B → $2.33B (+$379M)

4.81% more ownership

Funds ownership: 195.07%199.88% (+4.8%)

4% more funds holding

Funds holding: 177184 (+7)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

2% less call options, than puts

Call options by funds: $11.9M | Put options by funds: $12.1M

6% less repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 72

Holders
184
Holders Change
+7
Holders Change %
+3.95%
% of All Funds
5.97%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
23
Increased
68
Reduced
72
Closed
15
Calls
$11.9M
Puts
$12.1M
Net Calls
-$264K
Net Calls Change
+$5.9M
Name Holding Trade Value Shares
Change
Change in
Stake
VKH
126
Virtu KCG Holdings
New York
$506K +$482K +27,601 New
SO
127
STRS Ohio
Ohio
$491K -$762K -43,650 -62%
SG Americas Securities
128
SG Americas Securities
New York
$483K +$461K +26,375 New
PI
129
Placemark Investments
Illinois
$471K +$209K +11,968 +87%
Nisa Investment Advisors
130
Nisa Investment Advisors
Missouri
$466K +$189K +10,800 +74%
Los Angeles Capital Management
131
Los Angeles Capital Management
California
$413K
NAM
132
Nichols Asset Management
Massachusetts
$398K -$4.69M -268,661 -93%
Nomura Holdings
133
Nomura Holdings
Japan
$393K +$373K +21,346 New
FMT
134
First Mercantile Trust
Tennessee
$388K -$1.1M -62,723 -75%
Legal & General Group
135
Legal & General Group
United Kingdom
$375K +$357K +20,471 New
JMPWA
136
JP Morgan Private Wealth Advisors
California
$369K +$2.55K +146 +0.7%
TCM
137
Tanaka Capital Management
New York
$359K
MSA
138
Mason Street Advisors
Wisconsin
$358K -$5.89M -337,163 -95%
SCM
139
Stevens Capital Management
Pennsylvania
$358K +$341K +19,544 New
U
140
UBS
Switzerland
$355K +$92.1K +5,276 +37%
AIS
141
AlphaOne Investment Services
Pennsylvania
$343K
IPC
142
Independent Portfolio Consultants
Florida
$336K -$402 -23 -0.1%
RFC
143
Regions Financial Corp
Alabama
$326K -$71K -4,064 -19%
DC
144
Deere & Company
Illinois
$324K +$309K +17,696 New
Teacher Retirement System of Texas
145
Teacher Retirement System of Texas
Texas
$312K +$137K +7,839 +85%
LCM
146
Logan Capital Management
Pennsylvania
$312K +$298K +17,053 New
GAM
147
Gotham Asset Management
New York
$288K -$130K -7,441 -32%
Bank of America
148
Bank of America
North Carolina
$288K +$23.2K +1,330 +9%
LPL Financial
149
LPL Financial
California
$285K -$14.7K -842 -5%
WAM
150
World Asset Management
Michigan
$278K -$40.8K -2,338 -13%

SF Hedge Fund Activity: Q3 2013 in Review

184 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Stifel (SF) for Q3 2013, worth a combined $2.33B — up 19% from $1.95B a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new SF positions and 15 closed out — a net gain of 8 holders — while 68 added to existing stakes and 72 trimmed.

The largest buyer was Stifel Nicolaus & Co, adding an estimated $94.2M. The largest seller was T. Rowe Price Associates, exiting entirely with an estimated $48.7M sold.

  • 184 institutional investors held Stifel (SF) as of Q3 2013, up from 177 in Q2 2013.
  • Funds reported $2.33B of Stifel stock for Q3 2013, up 19% quarter-over-quarter.
  • 23 funds opened new Stifel positions in Q3 2013 and 15 closed out, a net change of +8 holders.
  • The largest Stifel buyer in Q3 2013 was Stifel Nicolaus & Co, an estimated $94.2M added.
  • The largest Stifel seller in Q3 2013 was T. Rowe Price Associates, an estimated $48.7M sold.

Based on aggregated 13F filings for Q3 2013.