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SF

Stifel

232 hedge funds and large institutions have $2.51B invested in Stifel in 2015 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 92 increasing their positions, 73 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more call options, than puts

Call options by funds: $7.44M | Put options by funds: $5.23M

26% more repeat investments, than reductions

Existing positions increased: 92 | Existing positions reduced: 73

1.79% more ownership

Funds ownership: 192.28%194.07% (+1.8%)

7% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 27

0% more funds holding

Funds holding: 231232 (+1)

25% less capital invested

Capital invested by funds: $3.34B → $2.51B (-$828M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
232
Holders Change
+1
Holders Change %
+0.43%
% of All Funds
6.48%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
29
Increased
92
Reduced
73
Closed
27
Calls
$7.44M
Puts
$5.23M
Net Calls
+$2.21M
Net Calls Change
-$4.21M
Name Holding Trade Value Shares
Change
Change in
Stake
Los Angeles Capital Management
151
Los Angeles Capital Management
California
$501K
NAM
152
Nichols Asset Management
Massachusetts
$494K
PAM
153
Paradigm Asset Management
New York
$461K -$63.7K -2,812 -10%
AG
154
Aperio Group
California
$442K -$224K -9,894 -30%
ANTB
155
AMG National Trust Bank
Colorado
$437K -$1.83K -81 -0.3%
VKH
156
Virtu KCG Holdings
New York
$432K +$341K +15,066 +187%
Nisa Investment Advisors
157
Nisa Investment Advisors
Missouri
$430K
SO
158
STRS Ohio
Ohio
$408K -$112K -4,950 -18%
SAM
159
Securian Asset Management
Minnesota
$404K
DTL
160
Dynamic Technology Lab
Singapore
$388K +$469K +20,716 New
TCM
161
Tanaka Capital Management
New York
$366K
OA
162
OFI Advisors
Pennsylvania
$366K +$85.1K +3,759 +24%
HCM
163
Highbridge Capital Management
New York
$363K +$439K +19,384 New
Susquehanna International Group
164
Susquehanna International Group
Pennsylvania
$359K -$62.7K -2,767 -13%
HSBC Holdings
165
HSBC Holdings
United Kingdom
$358K +$107K +4,723 +33%
HI
166
HBK Investments
Texas
$345K +$418K +18,450 New
Teacher Retirement System of Texas
167
Teacher Retirement System of Texas
Texas
$333K +$279K +12,312 +224%
Thrivent Financial for Lutherans
168
Thrivent Financial for Lutherans
Minnesota
$322K -$634K -28,007 -62%
DRZID
169
DePrince Race & Zollo Inc (DRZ)
Florida
$320K +$387K +17,100 New
KJHP
170
K.J. Harrison & Partners
Ontario, Canada
$316K
AB
171
Amalgamated Bank
New York
$311K +$4.28K +189 +1%
PA
172
Profund Advisors
Maryland
$310K -$125K -5,501 -25%
Squarepoint
173
Squarepoint
New York
$273K +$330K +14,569 New
AIM
174
Assured Investment Management
New York
$273K +$330K +14,580 New
SCM
175
Shelton Capital Management
Colorado
$266K

SF Hedge Fund Activity: Q3 2015 in Review

232 of the 3,581 institutional investors tracked by Wall St. Rank reported a position in Stifel (SF) for Q3 2015, worth a combined $2.51B — down 25% from $3.34B a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new SF positions and 27 closed out — a net gain of 2 holders — while 92 added to existing stakes and 73 trimmed.

The largest buyer was Stifel Financial, adding an estimated $155M. The largest seller was Lord, Abbett & Co, cutting an estimated $42.7M.

  • 232 institutional investors held Stifel (SF) as of Q3 2015, up from 231 in Q2 2015.
  • Funds reported $2.51B of Stifel stock for Q3 2015, down 25% quarter-over-quarter.
  • 29 funds opened new Stifel positions in Q3 2015 and 27 closed out, a net change of +2 holders.
  • The largest Stifel buyer in Q3 2015 was Stifel Financial, an estimated $155M added.
  • The largest Stifel seller in Q3 2015 was Lord, Abbett & Co, an estimated $42.7M sold.

Based on aggregated 13F filings for Q3 2015.