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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
NMIMC
151
Northwestern Mutual Investment Management Company
Wisconsin
$361K -$17.3K -1,161 -4%
BCM
152
BlueCrest Capital Management
Jersey
$324K +$345K +23,193 New
Royal Bank of Canada
153
Royal Bank of Canada
Ontario, Canada
$317K -$1.18M -79,473 -78%
Teacher Retirement System of Texas
154
Teacher Retirement System of Texas
Texas
$305K +$52.8K +3,549 +19%
AB
155
Amalgamated Bank
New York
$293K +$14.2K +954 +6%
TRCT
156
Tower Research Capital (TRC)
New York
$281K +$299K +20,088 New
SMC
157
Smith, Moore & Co
Missouri
$278K -$9.9K -666 -3%
SAM
158
Securian Asset Management
Minnesota
$253K -$44.2K -2,970 -14%
MC
159
Miles Capital
Iowa
$230K +$244K +16,423 New
LCM
160
Logan Capital Management
Pennsylvania
$229K
BFM
161
Boothbay Fund Management
New York
$207K +$220K +14,776 New
CAM
162
Capstone Asset Management
Texas
$206K +$219K +14,715 New
NIT
163
NumerixS Investment Technologies
British Columbia, Canada
$192K +$204K +13,725 New
DADC
164
D.A. Davidson & Co
Montana
$189K -$2.54K -171 -1%
SO
165
STRS Ohio
Ohio
$172K +$46.8K +3,150 +34%
Bank of Montreal
166
Bank of Montreal
Ontario, Canada
$168K -$226K -15,210 -56%
Nisa Investment Advisors
167
Nisa Investment Advisors
Missouri
$160K
CMBA
168
C.M. Bidwell & Associates
Hawaii
$152K +$162K +10,890 New
RCM
169
Riverhead Capital Management
Delaware
$145K -$296K -19,924 -66%
CF
170
CenterStar Fund
Illinois
$138K
LIA
171
LS Investment Advisors
Michigan
$126K +$54.3K +3,654 +68%
PAM
172
Paradigm Asset Management
New York
$123K +$6.69K +450 +5%
AG
173
Advisor Group
Arizona
$111K +$120K +8,035 New
PSUF
174
People's United Financial
Connecticut
$94K
Citigroup
175
Citigroup
New York
$90K -$1.59M -107,139 -94%

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.