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SF

Stifel

232 hedge funds and large institutions have $2.51B invested in Stifel in 2015 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 92 increasing their positions, 73 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more call options, than puts

Call options by funds: $7.44M | Put options by funds: $5.23M

26% more repeat investments, than reductions

Existing positions increased: 92 | Existing positions reduced: 73

1.79% more ownership

Funds ownership: 192.28%194.07% (+1.8%)

7% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 27

0% more funds holding

Funds holding: 231232 (+1)

25% less capital invested

Capital invested by funds: $3.34B → $2.51B (-$828M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
232
Holders Change
+1
Holders Change %
+0.43%
% of All Funds
6.48%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
29
Increased
92
Reduced
73
Closed
27
Calls
$7.44M
Puts
$5.23M
Net Calls
+$2.21M
Net Calls Change
-$4.21M
Name Holding Trade Value Shares
Change
Change in
Stake
Tudor Investment Corp
176
Tudor Investment Corp
Connecticut
$253K +$306K +13,500 New
LPL Financial
177
LPL Financial
California
$245K -$3.21K -142 -1%
SCM
178
Stevens Capital Management
Pennsylvania
$245K +$297K +13,100 New
Canada Life
179
Canada Life
Manitoba, Canada
$234K
Citigroup
180
Citigroup
New York
$232K -$77K -3,402 -22%
EGM
181
Engineers Gate Manager
New York
$231K -$236K -10,433 -46%
SMC
182
Smith, Moore & Co
Missouri
$231K +$1.43K +63 +0.5%
GCA
183
Gideon Capital Advisors
New York
$224K +$94K +4,153 +53%
M&T Bank
184
M&T Bank
New York
$221K -$118K -5,199 -31%
YMRC
185
Yorktown Management & Research Company
Virginia
$211K
SEI Investments
186
SEI Investments
Pennsylvania
$201K +$165K +7,267 +208%
DADC
187
D.A. Davidson & Co
Montana
$196K -$1.83K -81 -0.8%
GS
188
GAM Systematic
United Kingdom
$186K +$225K +9,943 New
RCM
189
Riverhead Capital Management
Delaware
$147K +$178K +7,875 New
FMT
190
First Mercantile Trust
Tennessee
$128K +$27K +1,192 +21%
ST
191
Spot Trading
Illinois
$128K +$153K +6,750 +10,385%
PAM
192
Panagora Asset Management
Massachusetts
$120K
LIA
193
LS Investment Advisors
Michigan
$94K +$4.39K +194 +4%
H
194
Hexavest
Quebec, Canada
$84K
ANBT
195
American National Bank & Trust
Texas
$81K -$10.2K -450 -9%
Ohio Public Employees Retirement System (OPERS)
196
Ohio Public Employees Retirement System (OPERS)
Ohio
$78K +$3.76K +166 +4%
AAM
197
Advisors Asset Management
Colorado
$76K -$5.09K -225 -5%
FNYS
198
First New York Securities
New York
$67.4K +$81.5K +3,600 New
Barclays
199
Barclays
United Kingdom
$63K -$56.4K -2,491 -42%
CTB
200
Country Trust Bank
Illinois
$63K +$25.5K +1,125 +50%

SF Hedge Fund Activity: Q3 2015 in Review

232 of the 3,581 institutional investors tracked by Wall St. Rank reported a position in Stifel (SF) for Q3 2015, worth a combined $2.51B — down 25% from $3.34B a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new SF positions and 27 closed out — a net gain of 2 holders — while 92 added to existing stakes and 73 trimmed.

The largest buyer was Stifel Financial, adding an estimated $155M. The largest seller was Lord, Abbett & Co, cutting an estimated $42.7M.

  • 232 institutional investors held Stifel (SF) as of Q3 2015, up from 231 in Q2 2015.
  • Funds reported $2.51B of Stifel stock for Q3 2015, down 25% quarter-over-quarter.
  • 29 funds opened new Stifel positions in Q3 2015 and 27 closed out, a net change of +2 holders.
  • The largest Stifel buyer in Q3 2015 was Stifel Financial, an estimated $155M added.
  • The largest Stifel seller in Q3 2015 was Lord, Abbett & Co, an estimated $42.7M sold.

Based on aggregated 13F filings for Q3 2015.