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SF

Stifel

231 hedge funds and large institutions have $2.94B invested in Stifel in 2016 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 83 increasing their positions, 78 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

246% more call options, than puts

Call options by funds: $26.7M | Put options by funds: $7.72M

67% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 18

37% more capital invested

Capital invested by funds: $2.14B → $2.94B (+$800M)

9.11% more ownership

Funds ownership: 190.74%199.85% (+9.1%)

5% more funds holding

Funds holding: 221231 (+10)

6% more repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 78

Holders
231
Holders Change
+10
Holders Change %
+4.52%
% of All Funds
5.78%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.05%
New
30
Increased
83
Reduced
78
Closed
18
Calls
$26.7M
Puts
$7.72M
Net Calls
+$19M
Net Calls Change
+$12.2M
Name Holding Trade Value Shares
Change
Change in
Stake
LIA
176
LS Investment Advisors
Michigan
$226K +$13.1K +652 +7%
CMBA
177
C.M. Bidwell & Associates
Hawaii
$223K +$202K +10,055 New
TRCT
178
Tower Research Capital (TRC)
New York
$221K +$149K +7,436 +293%
BF
179
BOK Financial
Oklahoma
$221K +$200K +9,943 New
CAI
180
Capital Advisors Inc
Oklahoma
$220K +$199K +9,902 New
CSS
181
Cubist Systematic Strategies
Connecticut
$211K -$277K -13,775 -59%
NA
182
Neuburgh Advisers
California
$202K +$183K +9,103 New
WAM
183
World Asset Management
Michigan
$200K +$181K +9,022 New
PAM
184
Paradigm Asset Management
New York
$200K -$4.52K -225 -2%
AG
185
Advisor Group
Arizona
$190K +$9.9K +493 +6%
FCM
186
Flinton Capital Management
Pennsylvania
$166K +$151K +7,497 New
PAM
187
Panagora Asset Management
Massachusetts
$142K
IIC
188
Integrated Investment Consultants
Michigan
$137K -$402 -20 -0.3%
Ohio Public Employees Retirement System (OPERS)
189
Ohio Public Employees Retirement System (OPERS)
Ohio
$131K +$3.07K +153 +3%
TAM
190
Tyers Asset Management
Texas
$131K +$118K +5,890 New
SIC
191
Salem Investment Counselors
North Carolina
$127K
FMT
192
First Mercantile Trust
Tennessee
$126K -$337K -16,808 -75%
Zurich Cantonal Bank
193
Zurich Cantonal Bank
Switzerland
$118K
Nomura Asset Management
194
Nomura Asset Management
Japan
$109K +$98.9K +4,927 New
RCM
195
Riverhead Capital Management
Delaware
$105K
H
196
Hexavest
Quebec, Canada
$100K
GHCM
197
Glen Harbor Capital Management
California
$95K +$86K +4,284 New
AAM
198
Advisors Asset Management
Colorado
$80K
CTB
199
Country Trust Bank
Illinois
$75K
PFBT
200
Parkside Financial Bank & Trust
Missouri
$52K -$6.28K -313 -12%

SF Hedge Fund Activity: Q4 2016 in Review

231 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Stifel (SF) for Q4 2016, worth a combined $2.94B — up 37% from $2.14B a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new SF positions and 18 closed out — a net gain of 12 holders — while 83 added to existing stakes and 78 trimmed.

The largest buyer was BlackRock Fund Advisors, adding an estimated $25.5M. The largest seller was Millennium Management, exiting entirely with an estimated $10.5M sold.

  • 231 institutional investors held Stifel (SF) as of Q4 2016, up from 221 in Q3 2016.
  • Funds reported $2.94B of Stifel stock for Q4 2016, up 37% quarter-over-quarter.
  • 30 funds opened new Stifel positions in Q4 2016 and 18 closed out, a net change of +12 holders.
  • The largest Stifel buyer in Q4 2016 was BlackRock Fund Advisors, an estimated $25.5M added.
  • The largest Stifel seller in Q4 2016 was Millennium Management, an estimated $10.5M sold.

Based on aggregated 13F filings for Q4 2016.