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SF

Stifel

278 hedge funds and large institutions have $3.64B invested in Stifel in 2017 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 86 increasing their positions, 93 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

354% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 13

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

19% more funds holding

Funds holding: 233278 (+45)

12% more capital invested

Capital invested by funds: $3.26B → $3.64B (+$375M)

1.6% more ownership

Funds ownership: 201.41%203% (+1.6%)

8% less repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 93

16% less call options, than puts

Call options by funds: $14.3M | Put options by funds: $17M

Holders
278
Holders Change
+45
Holders Change %
+19.31%
% of All Funds
6.31%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
59
Increased
86
Reduced
93
Closed
13
Calls
$14.3M
Puts
$17M
Net Calls
-$2.73M
Net Calls Change
+$19.5M
Name Holding Trade Value Shares
Change
Change in
Stake
ANTB
126
AMG National Trust Bank
Colorado
$1.32M +$1.15K +47 +0.1%
ARTA
127
A.R.T. Advisors
New York
$1.3M +$1.21M +49,275 New
UBS Group
128
UBS Group
Switzerland
$1.29M +$302K +12,348 +34%
Squarepoint
129
Squarepoint
New York
$1.27M +$745K +30,460 +174%
MERSOM
130
Municipal Employees' Retirement System of Michigan
Michigan
$1.23M
BIM
131
Bogle Investment Management
Massachusetts
$1.15M +$1.06M +43,425 New
Royal Bank of Canada
132
Royal Bank of Canada
Ontario, Canada
$1.12M -$445K -18,171 -30%
Russell Investments Group
133
Russell Investments Group
United Kingdom
$1.07M +$406K +16,589 +71%
SG Americas Securities
134
SG Americas Securities
New York
$1.07M +$23.9K +978 +2%
TA
135
Teton Advisors
New York
$1.04M
US Bancorp
136
US Bancorp
Minnesota
$1.04M -$13K -531 -1%
LMGAM
137
Liberty Mutual Group Asset Management
Massachusetts
$1.03M -$31K -1,267 -3%
LSERS
138
Louisiana State Employees Retirement System
Louisiana
$1.03M -$49.5K -2,025 -5%
NMERB
139
New Mexico Educational Retirement Board
New Mexico
$1.01M +$930K +38,025 New
Pacer Advisors
140
Pacer Advisors
Pennsylvania
$983K +$344K +14,040 +61%
TI
141
Trexquant Investment
Connecticut
$972K +$898K +36,716 New
MAP
142
Moody Aldrich Partners
Massachusetts
$970K +$187K +7,652 +26%
BUB
143
BBVA USA Bancshares
Texas
$968K -$27.6K -1,129 -3%
GWM
144
Greenwich Wealth Management
Connecticut
$954K -$8.42K -344 -0.9%
TRSOTSOK
145
Teachers Retirement System of the State of Kentucky
Kentucky
$942K +$226K +9,225 +35%
GC
146
Globeflex Capital
California
$934K
RJA
147
Raymond James & Associates
Florida
$927K -$396K -16,186 -32%
NSEDCP
148
NJ State Employees Deferred Compensation Plan
New Jersey
$893K -$165K -6,750 -17%
DTL
149
Dynamic Technology Lab
Singapore
$890K +$823K +33,624 New
ADEF
150
Adams Diversified Equity Fund
Maryland
$875K -$231K -9,450 -22%

SF Hedge Fund Activity: Q4 2017 in Review

278 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Stifel (SF) for Q4 2017, worth a combined $3.64B — up 12% from $3.26B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new SF positions and 13 closed out — a net gain of 46 holders — while 86 added to existing stakes and 93 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $20.2M. The largest seller was Eagle Asset Management, cutting an estimated $35.7M.

  • 278 institutional investors held Stifel (SF) as of Q4 2017, up from 233 in Q3 2017.
  • Funds reported $3.64B of Stifel stock for Q4 2017, up 12% quarter-over-quarter.
  • 59 funds opened new Stifel positions in Q4 2017 and 13 closed out, a net change of +46 holders.
  • The largest Stifel buyer in Q4 2017 was Goldman Sachs, an estimated $20.2M added.
  • The largest Stifel seller in Q4 2017 was Eagle Asset Management, an estimated $35.7M sold.

Based on aggregated 13F filings for Q4 2017.