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SF

Stifel
SF

270 hedge funds and large institutions have $3.2B invested in Stifel in 2018 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 94 increasing their positions, 108 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more call options, than puts

Call options by funds: $7.96M | Put options by funds: $5.45M

2.35% more ownership

Funds ownership: 194.76% → 197.11% (+2.4%)

1% less capital invested

Capital invested by funds: $3.23B → $3.2B (-$36.4M)

5% less funds holding

Funds holding: 283 → 270 (-13)

13% less repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 108

34% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 35

Holders
270
Holders Change
-13
Holders Change %
-4.59%
% of All Funds
6.17%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
23
Increased
94
Reduced
108
Closed
35
Calls
$7.96M
Puts
$5.45M
Net Calls
+$2.51M
Net Calls Change
-$7.84M

Top Buyers

1
Millennium Management
Millennium Management
New York
+$48.2M
2
Macquarie Group
Macquarie Group
Australia
+$12.5M
3
HAM
Hillcrest Asset Management
Texas
+$10.5M
4
VOYA Investment Management
VOYA Investment Management
Georgia
+$8.44M
5
Citadel Advisors
Citadel Advisors
Florida
+$8.29M

Top Sellers

1
Invesco
Invesco
Georgia
-$14.7M
2
Prudential Financial
Prudential Financial
New Jersey
-$11.3M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$11.2M
4
MCM
Maltese Capital Management
New York
-$7.32M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$7.13M
Name Holding Trade Value Shares
Change 		Change in
Stake
ORI
126
Oak Ridge Investments
Illinois
$1.25M -$957K -39,742 -42%
ECM
127
ETrade Capital Management
Virginia
$1.24M +$203K +8,433 +18%
ProShare Advisors
128
ProShare Advisors
Maryland
$1.21M -$111K -4,595 -8%
T. Rowe Price Associates
129
T. Rowe Price Associates
Maryland
$1.17M -$11.2M -464,693 -90%
ANTB
130
AMG National Trust Bank
Colorado
$1.15M +$16.1K +670 +1%
D.E. Shaw & Co
131
D.E. Shaw & Co
New York
$1.12M -$7.13M -296,158 -86%
LAM
132
Lingohr Asset Management
Germany
$1.1M +$1.16M +48,150 New
LMIM
133
Lockheed Martin Investment Management
Maryland
$1.02M – – –
GC
134
Guggenheim Capital
Illinois
$1.01M -$5.71K -237 -0.5%
LSERS
135
Louisiana State Employees Retirement System
Louisiana
$1M +$10.8K +450 +1%
QSS
136
Quantitative Systematic Strategies
Florida
$998K +$1.05M +43,814 New
P
137
Pitcairn
Pennsylvania
$926K -$26.3K -1,094 -3%
US Bancorp
138
US Bancorp
Minnesota
$915K +$4.55K +189 +0.5%
TA
139
Teton Advisors
New York
$899K – – –
NMERB
140
New Mexico Educational Retirement Board
New Mexico
$861K – – –
GWM
141
Greenwich Wealth Management
Connecticut
$823K +$867 +36 +0.1%
RJA
142
Raymond James & Associates
Florida
$790K -$49.6K -2,061 -6%
BUB
143
BBVA USA Bancshares
Texas
$773K -$15.3K -637 -2%
COPPSERS
144
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$742K -$263K -10,910 -25%
LMGAM
145
Liberty Mutual Group Asset Management
Massachusetts
$730K – – –
CB
146
Commerce Bank
Missouri
$716K -$6.21K -258 -0.8%
NMIMC
147
Northwestern Mutual Investment Management Company
Wisconsin
$688K -$34.9K -1,451 -5%
HSBC Holdings
148
HSBC Holdings
United Kingdom
$682K +$2.17K +90 +0.3%
TRSOTSOK
149
Teachers Retirement System of the State of Kentucky
Kentucky
$676K -$97.5K -4,050 -12%
BC
150
Brinker Capital
Pennsylvania
$670K +$51.3K +2,131 +8%
4 5
6
7 8

SF Hedge Fund Activity: Q3 2018 in Review

270 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Stifel (SF) for Q3 2018, worth a combined $3.2B — down 1.1% from $3.23B a quarter earlier.

Sellers outnumbered buyers: 35 funds closed out of SF and 23 opened new positions — a net loss of 12 holders — while 108 trimmed existing stakes and 94 added.

The largest buyer was Millennium Management, adding an estimated $48.2M. The largest seller was Invesco, cutting an estimated $14.7M.

  • 270 institutional investors held Stifel (SF) as of Q3 2018, down from 283 in Q2 2018.
  • Funds reported $3.2B of Stifel stock for Q3 2018, down 1.1% quarter-over-quarter.
  • 23 funds opened new Stifel positions in Q3 2018 and 35 closed out, a net change of -12 holders.
  • The largest Stifel buyer in Q3 2018 was Millennium Management, an estimated $48.2M added.
  • The largest Stifel seller in Q3 2018 was Invesco, an estimated $14.7M sold.

Based on aggregated 13F filings for Q3 2018.