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SF

Stifel

288 hedge funds and large institutions have $3.73B invested in Stifel in 2018 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 103 increasing their positions, 94 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more call options, than puts

Call options by funds: $13.5M | Put options by funds: $8.31M

45% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 33

4% more funds holding

Funds holding: 278288 (+10)

10% more repeat investments, than reductions

Existing positions increased: 103 | Existing positions reduced: 94

3% more capital invested

Capital invested by funds: $3.64B → $3.73B (+$91.4M)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

5.73% less ownership

Funds ownership: 203%197.28% (-5.7%)

Holders
288
Holders Change
+10
Holders Change %
+3.6%
% of All Funds
6.6%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
48
Increased
103
Reduced
94
Closed
33
Calls
$13.5M
Puts
$8.31M
Net Calls
+$5.23M
Net Calls Change
+$7.96M
Name Holding Trade Value Shares
Change
Change in
Stake
OAM
126
Oppenheimer Asset Management
New York
$1.91M +$60.1K +2,122 +3%
GCP
127
GSA Capital Partners
United Kingdom
$1.83M +$1.61M +56,758 +444%
MAP
128
Moody Aldrich Partners
Massachusetts
$1.78M +$882K +31,144 +85%
TAM
129
Trillium Asset Management
Massachusetts
$1.72M -$131K -4,608 -7%
UBS Group
130
UBS Group
Switzerland
$1.72M +$474K +16,713 +34%
USAA
131
United Services Automobile Association
Texas
$1.69M +$1.82M +64,361 New
CIBC Private Wealth Group
132
CIBC Private Wealth Group
Georgia
$1.67M +$1.79M +63,324 New
SCM
133
Sterling Capital Management
North Carolina
$1.63M +$1.76M +61,992 New
OPERF
134
Oregon Public Employees Retirement Fund
Oregon
$1.62M +$115K +4,066 +7%
Walleye Trading
135
Walleye Trading
New York
$1.61M +$1.73M +61,024 New
AIP
136
Ameritas Investment Partners
Nebraska
$1.6M +$57.3K +2,023 +3%
SOMRS
137
State of Michigan Retirement System
Michigan
$1.55M +$102K +3,600 +7%
Fifth Third Bancorp
138
Fifth Third Bancorp
Ohio
$1.5M -$217K -7,665 -12%
ProShare Advisors
139
ProShare Advisors
Maryland
$1.49M -$45.6K -1,611 -3%
First Trust Advisors
140
First Trust Advisors
Illinois
$1.34M +$668K +23,566 +87%
MERSOM
141
Municipal Employees' Retirement System of Michigan
Michigan
$1.32M +$106K +3,735 +8%
ANTB
142
AMG National Trust Bank
Colorado
$1.32M +$11.2K +394 +0.8%
HIM
143
Hillsdale Investment Management
Ontario, Canada
$1.24M +$1.33M +47,115 New
ECM
144
ETrade Capital Management
Virginia
$1.21M -$712K -25,119 -35%
Pacer Advisors
145
Pacer Advisors
Pennsylvania
$1.18M +$216K +7,611 +20%
COPPSERS
146
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.15M +$597K +21,087 +94%
BNP Paribas Financial Markets
147
BNP Paribas Financial Markets
France
$1.12M -$1.13M -39,989 -48%
LSERS
148
Louisiana State Employees Retirement System
Louisiana
$1.12M +$102K +3,600 +9%
NMERB
149
New Mexico Educational Retirement Board
New Mexico
$1.12M +$128K +4,500 +12%
US Bancorp
150
US Bancorp
Minnesota
$1.07M +$41.3K +1,458 +4%

SF Hedge Fund Activity: Q1 2018 in Review

288 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in Stifel (SF) for Q1 2018, worth a combined $3.73B — up 2.5% from $3.64B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new SF positions and 33 closed out — a net gain of 15 holders — while 103 added to existing stakes and 94 trimmed.

The largest buyer was Prudential Financial, adding an estimated $46M. The largest seller was Millennium Management, cutting an estimated $70.3M.

  • 288 institutional investors held Stifel (SF) as of Q1 2018, up from 278 in Q4 2017.
  • Funds reported $3.73B of Stifel stock for Q1 2018, up 2.5% quarter-over-quarter.
  • 48 funds opened new Stifel positions in Q1 2018 and 33 closed out, a net change of +15 holders.
  • The largest Stifel buyer in Q1 2018 was Prudential Financial, an estimated $46M added.
  • The largest Stifel seller in Q1 2018 was Millennium Management, an estimated $70.3M sold.

Based on aggregated 13F filings for Q1 2018.