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SF

Stifel

280 hedge funds and large institutions have $3.6B invested in Stifel in 2019 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 93 increasing their positions, 92 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

110% more call options, than puts

Call options by funds: $16M | Put options by funds: $7.65M

52% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 31

11% more capital invested

Capital invested by funds: $3.26B → $3.6B (+$343M)

4% more funds holding

Funds holding: 268280 (+12)

1% more repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 92

0.82% more ownership

Funds ownership: 193.46%194.27% (+0.82%)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

Holders
280
Holders Change
+12
Holders Change %
+4.48%
% of All Funds
6.08%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
47
Increased
93
Reduced
92
Closed
31
Calls
$16M
Puts
$7.65M
Net Calls
+$8.38M
Net Calls Change
+$8.78M
Name Holding Trade Value Shares
Change
Change in
Stake
MERSOM
151
Municipal Employees' Retirement System of Michigan
Michigan
$785K +$9.17K +360 +1%
CIP
152
Convergence Investment Partners
Florida
$767K +$744K +29,207 New
RFC
153
Regions Financial Corp
Alabama
$766K +$6.42K +252 +0.9%
MGIA
154
Moneta Group Investment Advisors
Missouri
$750K
NA
155
Neuburgh Advisers
California
$745K
OAM
156
Oberweis Asset Management
Illinois
$745K +$17.2K +675 +2%
Los Angeles Capital Management
157
Los Angeles Capital Management
California
$745K +$723K +28,395 New
ARTA
158
A.R.T. Advisors
New York
$743K -$74.5K -2,925 -9%
COPPSERS
159
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$736K -$11.1K -434 -2%
NMERB
160
New Mexico Educational Retirement Board
New Mexico
$732K -$115K -4,500 -14%
OAM
161
Oxford Asset Management
United Kingdom
$723K +$701K +27,533 New
BNP Paribas Financial Markets
162
BNP Paribas Financial Markets
France
$719K -$139K -5,447 -17%
HSBC Holdings
163
HSBC Holdings
United Kingdom
$704K -$1.07M -42,037 -61%
JMPWA
164
JP Morgan Private Wealth Advisors
California
$704K +$6.64K +261 +1%
PP
165
Paloma Partners
Connecticut
$704K +$683K +26,820 New
TRSOTSOK
166
Teachers Retirement System of the State of Kentucky
Kentucky
$702K -$74.5K -2,925 -10%
XK
167
Xact Kapitalforvaltning
Sweden
$690K
AB
168
Amalgamated Bank
New York
$642K +$32.8K +1,287 +6%
CM
169
Capital Management
Virginia
$633K
TCM
170
Tanaka Capital Management
New York
$622K -$1.55K -61 -0.3%
Capital Fund Management (CFM)
171
Capital Fund Management (CFM)
France
$620K +$601K +23,625 New
SC
172
SouthState Corp
Florida
$619K
FCM
173
Flinton Capital Management
Pennsylvania
$613K
ECM
174
ExodusPoint Capital Management
New York
$613K +$366K +14,380 +160%
LCM
175
Laurion Capital Management
New York
$573K +$556K +21,841 New

SF Hedge Fund Activity: Q2 2019 in Review

280 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Stifel (SF) for Q2 2019, worth a combined $3.6B — up 11% from $3.26B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new SF positions and 31 closed out — a net gain of 16 holders — while 93 added to existing stakes and 92 trimmed.

The largest buyer was Nuveen, opening a new position worth an estimated $41.2M. The largest seller was Samlyn Capital, exiting entirely with an estimated $23.3M sold.

  • 280 institutional investors held Stifel (SF) as of Q2 2019, up from 268 in Q1 2019.
  • Funds reported $3.6B of Stifel stock for Q2 2019, up 11% quarter-over-quarter.
  • 47 funds opened new Stifel positions in Q2 2019 and 31 closed out, a net change of +16 holders.
  • The largest Stifel buyer in Q2 2019 was Nuveen, an estimated $41.2M added.
  • The largest Stifel seller in Q2 2019 was Samlyn Capital, an estimated $23.3M sold.

Based on aggregated 13F filings for Q2 2019.