Stifel
184 hedge funds and large institutions have $2.33B invested in Stifel in 2013 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 68 increasing their positions, 72 reducing their positions, and 15 closing their positions.
53% more first-time investments, than exits
New positions opened: 23 | Existing positions closed: 15
19% more capital invested
Capital invested by funds: $1.95B → $2.33B (+$379M)
4.81% more ownership
Funds ownership: 195.07% → 199.88% (+4.8%)
4% more funds holding
Funds holding: 177 → 184 (+7)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
2% less call options, than puts
Call options by funds: $11.9M | Put options by funds: $12.1M
6% less repeat investments, than reductions
Existing positions increased: 68 | Existing positions reduced: 72
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SNC
Stifel Nicolaus & Co
St Louis,
Missouri
|
+$94.2M |
| 2 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
+$31.3M |
| 3 |
Westfield Capital Management
Boston,
Massachusetts
|
+$25.9M |
| 4 |
New York State Common Retirement Fund
Albany,
New York
|
+$15M |
| 5 |
Invesco
Atlanta,
Georgia
|
+$11.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$48.7M |
| 2 |
BNP Paribas Asset Management
Paris,
France
|
-$17.5M |
| 3 |
WCM
Wedge Capital Management
Charlotte,
North Carolina
|
-$17.1M |
| 4 |
Wells Fargo
San Francisco,
California
|
-$14M |
| 5 |
VOYA Investment Management
Atlanta,
Georgia
|
-$11.1M |
SF Hedge Fund Activity: Q3 2013 in Review
184 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Stifel (SF) for Q3 2013, worth a combined $2.33B — up 19% from $1.95B a quarter earlier.
Buyers outnumbered sellers: 23 funds opened new SF positions and 15 closed out — a net gain of 8 holders — while 68 added to existing stakes and 72 trimmed.
The largest buyer was Stifel Nicolaus & Co, adding an estimated $94.2M. The largest seller was T. Rowe Price Associates, exiting entirely with an estimated $48.7M sold.
- 184 institutional investors held Stifel (SF) as of Q3 2013, up from 177 in Q2 2013.
- Funds reported $2.33B of Stifel stock for Q3 2013, up 19% quarter-over-quarter.
- 23 funds opened new Stifel positions in Q3 2013 and 15 closed out, a net change of +8 holders.
- The largest Stifel buyer in Q3 2013 was Stifel Nicolaus & Co, an estimated $94.2M added.
- The largest Stifel seller in Q3 2013 was T. Rowe Price Associates, an estimated $48.7M sold.
Based on aggregated 13F filings for Q3 2013.