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SF

Stifel

213 hedge funds and large institutions have $1.85B invested in Stifel in 2016 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 74 increasing their positions, 75 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

211% more call options, than puts

Call options by funds: $13.6M | Put options by funds: $4.38M

25% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 24

12.81% more ownership

Funds ownership: 186.35%199.16% (+13%)

9% more capital invested

Capital invested by funds: $1.69B → $1.85B (+$157M)

2% more funds holding

Funds holding: 208213 (+5)

1% less repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 75

Holders
213
Holders Change
+5
Holders Change %
+2.4%
% of All Funds
5.68%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
30
Increased
74
Reduced
75
Closed
24
Calls
$13.6M
Puts
$4.38M
Net Calls
+$9.22M
Net Calls Change
+$8.32M
Name Holding Trade Value Shares
Change
Change in
Stake
LSERS
126
Louisiana State Employees Retirement System
Louisiana
$557K -$53.5K -3,600 -8%
UBS Group
127
UBS Group
Switzerland
$551K +$26.6K +1,789 +5%
T. Rowe Price Associates
128
T. Rowe Price Associates
Maryland
$542K
Brown Advisory
129
Brown Advisory
Maryland
$541K -$26.3K -1,771 -4%
FMT
130
First Mercantile Trust
Tennessee
$526K -$16.5K -1,109 -3%
BUB
131
BBVA USA Bancshares
Texas
$523K -$41.2K -2,770 -7%
PP
132
Paloma Partners
Connecticut
$500K +$532K +35,750 New
RFC
133
Regions Financial Corp
Alabama
$492K -$48.5K -3,260 -8%
AIP
134
Ameritas Investment Partners
Nebraska
$485K -$707K -47,562 -58%
TRSOTSOK
135
Teachers Retirement System of the State of Kentucky
Kentucky
$472K
Barclays
136
Barclays
United Kingdom
$471K +$8.43K +567 +2%
RJA
137
Raymond James & Associates
Florida
$470K +$5.26K +354 +1%
CB
138
Commerce Bank
Missouri
$470K +$7.63K +513 +2%
PA
139
Profund Advisors
Maryland
$469K +$62.2K +4,181 +14%
Susquehanna International Group
140
Susquehanna International Group
Pennsylvania
$464K +$494K +33,228 New
EMR
141
Errol M. Rudman
$456K -$820K -55,125 -63%
MGIA
142
Moneta Group Investment Advisors
Missouri
$453K
AQR Capital Management
143
AQR Capital Management
Connecticut
$437K -$9.6M -645,464 -95%
US Bancorp
144
US Bancorp
Minnesota
$436K +$21.7K +1,458 +5%
TCM
145
Tanaka Capital Management
New York
$433K
VKH
146
Virtu KCG Holdings
New York
$416K -$65.3K -4,392 -13%
COPPSERS
147
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$402K +$12.4K +831 +3%
HSBC Holdings
148
HSBC Holdings
United Kingdom
$392K +$85.4K +5,744 +26%
PNC Financial Services Group
149
PNC Financial Services Group
Pennsylvania
$371K -$8.33K -560 -2%
NAM
150
Nichols Asset Management
Massachusetts
$369K

SF Hedge Fund Activity: Q2 2016 in Review

213 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Stifel (SF) for Q2 2016, worth a combined $1.85B — up 9.3% from $1.69B a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new SF positions and 24 closed out — a net gain of 6 holders — while 74 added to existing stakes and 75 trimmed.

The largest buyer was Macquarie Group, adding an estimated $67.9M. The largest seller was Stifel Financial, cutting an estimated $115M.

  • 213 institutional investors held Stifel (SF) as of Q2 2016, up from 208 in Q1 2016.
  • Funds reported $1.85B of Stifel stock for Q2 2016, up 9.3% quarter-over-quarter.
  • 30 funds opened new Stifel positions in Q2 2016 and 24 closed out, a net change of +6 holders.
  • The largest Stifel buyer in Q2 2016 was Macquarie Group, an estimated $67.9M added.
  • The largest Stifel seller in Q2 2016 was Stifel Financial, an estimated $115M sold.

Based on aggregated 13F filings for Q2 2016.