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SF

Stifel
SF

221 hedge funds and large institutions have $2.14B invested in Stifel in 2016 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 77 increasing their positions, 81 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

213% more call options, than puts

Call options by funds: $9.95M | Put options by funds: $3.18M

45% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 20

16% more capital invested

Capital invested by funds: $1.85B → $2.14B (+$288M)

4% more funds holding

Funds holding: 213 → 221 (+8)

5% less repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 81

8.42% less ownership

Funds ownership: 199.16% → 190.74% (-8.4%)

Holders
221
Holders Change
+8
Holders Change %
+3.76%
% of All Funds
5.9%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
29
Increased
77
Reduced
81
Closed
20
Calls
$9.95M
Puts
$3.18M
Net Calls
+$6.78M
Net Calls Change
-$2.44M

Top Buyers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
+$32.1M
2
Boston Partners
Boston Partners
Massachusetts
+$12.7M
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$10.8M
4
Millennium Management
Millennium Management
New York
+$9.9M
5
CCM
Channing Capital Management
Illinois
+$8.46M

Top Sellers

Rank Fund Capital Flow
1
Macquarie Group
Macquarie Group
Australia
-$70.4M
2
Wells Fargo
Wells Fargo
California
-$39.5M
3
SC
Samlyn Capital
New York
-$23.1M
4
Citadel Advisors
Citadel Advisors
Florida
-$17.5M
5
CRM
Cramer Rosenthal McGlynn
Connecticut
-$13.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
JAM
151
Jacobs Asset Management
New York
$398K +$374K +23,294 New
Nisa Investment Advisors
152
Nisa Investment Advisors
Missouri
$388K +$181K +11,250 +98%
FMT
153
First Mercantile Trust
Tennessee
$384K -$243K -15,098 -40%
COPPSERS
154
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$377K -$108K -6,753 -23%
Two Sigma Advisers
155
Two Sigma Advisers
New York
$357K +$335K +20,876 New
LPL Financial
156
LPL Financial
California
$346K +$321K +19,962 New
SMC
157
Smith, Moore & Co
Missouri
$345K +$4.67K +291 +1%
PAM
158
Princeton Alpha Management
New Jersey
$326K +$306K +19,076 New
SAM
159
Securian Asset Management
Minnesota
$310K – – –
AB
160
Amalgamated Bank
New York
$308K -$835 -52 -0.3%
Squarepoint
161
Squarepoint
New York
$298K +$280K +17,411 New
Royal Bank of Canada
162
Royal Bank of Canada
Ontario, Canada
$295K -$85.5K -5,323 -24%
LCM
163
Logan Capital Management
Pennsylvania
$280K – – –
Teacher Retirement System of Texas
164
Teacher Retirement System of Texas
Texas
$275K -$92.7K -5,772 -26%
CAM
165
Capstone Asset Management
Texas
$241K -$9.75K -607 -4%
Neuberger Berman Group
166
Neuberger Berman Group
New York
$237K +$223K +13,896 New
DADC
167
D.A. Davidson & Co
Montana
$232K +$1.88K +117 +0.9%
FRM
168
Fox Run Management
Connecticut
$223K +$210K +13,050 New
COI
169
Connable Office Inc
Michigan
$221K +$208K +12,960 New
FAM
170
Formidable Asset Management
Ohio
$218K +$205K +12,740 New
CIM
171
CIM Investment Management
Pennsylvania
$213K +$200K +12,481 New
Janney Montgomery Scott
172
Janney Montgomery Scott
Pennsylvania
$212K +$200K +12,425 New
CIM
173
Calvert Investment Management
Maryland
$208K +$196K +12,191 New
SO
174
STRS Ohio
Ohio
$203K -$7.23K -450 -4%
LIA
175
LS Investment Advisors
Michigan
$163K +$8.24K +513 +6%
5 6
7
8 9

SF Hedge Fund Activity: Q3 2016 in Review

221 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Stifel (SF) for Q3 2016, worth a combined $2.14B — up 16% from $1.85B a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new SF positions and 20 closed out — a net gain of 9 holders — while 77 added to existing stakes and 81 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $32.1M. The largest seller was Macquarie Group, cutting an estimated $70.4M.

  • 221 institutional investors held Stifel (SF) as of Q3 2016, up from 213 in Q2 2016.
  • Funds reported $2.14B of Stifel stock for Q3 2016, up 16% quarter-over-quarter.
  • 29 funds opened new Stifel positions in Q3 2016 and 20 closed out, a net change of +9 holders.
  • The largest Stifel buyer in Q3 2016 was Goldman Sachs, an estimated $32.1M added.
  • The largest Stifel seller in Q3 2016 was Macquarie Group, an estimated $70.4M sold.

Based on aggregated 13F filings for Q3 2016.