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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
Royal Bank of Canada
151
Royal Bank of Canada
Ontario, Canada
$1.06M -$61.3K -2,162 -5%
BA
152
Boston Advisors
Massachusetts
$1.04M -$5.46M -192,724 -83%
TA
153
Teton Advisors
New York
$1.04M
GWM
154
Greenwich Wealth Management
Connecticut
$948K
BUB
155
BBVA USA Bancshares
Texas
$934K -$30.9K -1,092 -3%
RJA
156
Raymond James & Associates
Florida
$916K -$6.23K -220 -0.6%
Teacher Retirement System of Texas
157
Teacher Retirement System of Texas
Texas
$899K -$514K -18,146 -35%
TRSOTSOK
158
Teachers Retirement System of the State of Kentucky
Kentucky
$888K -$52.5K -1,854 -5%
NSEDCP
159
NJ State Employees Deferred Compensation Plan
New Jersey
$888K
NMIMC
160
Northwestern Mutual Investment Management Company
Wisconsin
$871K +$366K +12,904 +64%
CB
161
Commerce Bank
Missouri
$849K -$17.7K -625 -2%
SCM
162
Stevens Capital Management
Pennsylvania
$824K +$887K +31,298 New
LMGAM
163
Liberty Mutual Group Asset Management
Massachusetts
$799K -$246K -8,676 -22%
Brown Advisory
164
Brown Advisory
Maryland
$796K +$146K +5,150 +21%
VRS
165
Virginia Retirement Systems
Virginia
$740K -$89.3K -3,150 -10%
MGIA
166
Moneta Group Investment Advisors
Missouri
$740K
Citigroup
167
Citigroup
New York
$729K -$53.2K -1,879 -6%
CM
168
Capital Management
Virginia
$711K -$156K -5,513 -17%
SG Americas Securities
169
SG Americas Securities
New York
$709K -$379K -13,374 -33%
RFC
170
Regions Financial Corp
Alabama
$698K -$37.7K -1,332 -5%
HSBC Holdings
171
HSBC Holdings
United Kingdom
$697K +$1.1K +39 +0.1%
BC
172
Brinker Capital
Pennsylvania
$673K -$41.1K -1,451 -5%
Envestnet Asset Management
173
Envestnet Asset Management
Illinois
$641K -$1.34M -47,124 -66%
FDCDDQ
174
Federation des caisses Desjardins du Quebec
Quebec, Canada
$636K +$684K +24,129 New
TCM
175
Tanaka Capital Management
New York
$628K +$8.59K +303 +1%

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.