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SF

Stifel

213 hedge funds and large institutions have $1.85B invested in Stifel in 2016 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 74 increasing their positions, 75 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

211% more call options, than puts

Call options by funds: $13.6M | Put options by funds: $4.38M

25% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 24

12.81% more ownership

Funds ownership: 186.35%199.16% (+13%)

9% more capital invested

Capital invested by funds: $1.69B → $1.85B (+$157M)

2% more funds holding

Funds holding: 208213 (+5)

1% less repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 75

Holders
213
Holders Change
+5
Holders Change %
+2.4%
% of All Funds
5.68%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
30
Increased
74
Reduced
75
Closed
24
Calls
$13.6M
Puts
$4.38M
Net Calls
+$9.22M
Net Calls Change
+$8.32M
Name Holding Trade Value Shares
Change
Change in
Stake
IIC
176
Integrated Investment Consultants
Michigan
$90K -$208 -14 -0.2%
PAM
177
Panagora Asset Management
Massachusetts
$90K
Nomura Asset Management
178
Nomura Asset Management
Japan
$69K +$73.3K +4,927 New
Ohio Public Employees Retirement System (OPERS)
179
Ohio Public Employees Retirement System (OPERS)
Ohio
$67K +$11.3K +758 +19%
Zurich Cantonal Bank
180
Zurich Cantonal Bank
Switzerland
$65K
H
181
Hexavest
Quebec, Canada
$63K
SAM
182
Sunnymeath Asset Management
New Jersey
$62K
AAM
183
Advisors Asset Management
Colorado
$57K
AssetMark Inc
184
AssetMark Inc
California
$54K +$8.74K +588 +18%
CTB
185
Country Trust Bank
Illinois
$47K
FHA
186
First Horizon Advisors
Tennessee
$37K
CTC
187
Central Trust Company
Missouri
$26K
TDC
188
Thompson Davis & Co
Virginia
$23K
CHP
189
Cable Hill Partners
Oregon
$21K
PFBT
190
Parkside Financial Bank & Trust
Missouri
$21K +$22.6K +1,519 New
BC
191
Bartlett & Co
Ohio
$19K +$20.1K +1,350 New
AIM
192
Arcadia Investment Management
Michigan
$17K +$17.7K +1,193 New
PCM
193
Prelude Capital Management
New York
$13K +$13.4K +900 New
WEC
194
Winslow Evans & Crocker
Massachusetts
$11.9K -$3.76K -253 -23%
Northwestern Mutual Wealth Management
195
Northwestern Mutual Wealth Management
Wisconsin
$11K +$9.64K +648 +589%
WCBA
196
Weaver C. Barksdale & Associates
Tennessee
$10K +$640 +43 +7%
DVM
197
Dreman Value Management
Florida
$8K
IA
198
IFP Advisors
Florida
$8K +$8.09K +544 +892%
BBHC
199
Brown Brothers Harriman & Co
New York
$7K +$7.23K +486 New
LTFS
200
Ladenburg Thalmann Financial Services
Florida
$6K +$1.71K +115 +33%

SF Hedge Fund Activity: Q2 2016 in Review

213 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Stifel (SF) for Q2 2016, worth a combined $1.85B — up 9.3% from $1.69B a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new SF positions and 24 closed out — a net gain of 6 holders — while 74 added to existing stakes and 75 trimmed.

The largest buyer was Macquarie Group, adding an estimated $67.9M. The largest seller was Stifel Financial, cutting an estimated $115M.

  • 213 institutional investors held Stifel (SF) as of Q2 2016, up from 208 in Q1 2016.
  • Funds reported $1.85B of Stifel stock for Q2 2016, up 9.3% quarter-over-quarter.
  • 30 funds opened new Stifel positions in Q2 2016 and 24 closed out, a net change of +6 holders.
  • The largest Stifel buyer in Q2 2016 was Macquarie Group, an estimated $67.9M added.
  • The largest Stifel seller in Q2 2016 was Stifel Financial, an estimated $115M sold.

Based on aggregated 13F filings for Q2 2016.