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SF

Stifel
SF

278 hedge funds and large institutions have $3.64B invested in Stifel in 2017 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 86 increasing their positions, 93 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

354% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 13

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

19% more funds holding

Funds holding: 233 → 278 (+45)

12% more capital invested

Capital invested by funds: $3.26B → $3.64B (+$375M)

1.6% more ownership

Funds ownership: 201.41% → 203% (+1.6%)

8% less repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 93

16% less call options, than puts

Call options by funds: $14.3M | Put options by funds: $17M

Holders
278
Holders Change
+45
Holders Change %
+19.31%
% of All Funds
6.31%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
59
Increased
86
Reduced
93
Closed
13
Calls
$14.3M
Puts
$17M
Net Calls
-$2.73M
Net Calls Change
+$19.5M

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
+$20.2M
2
FWIA
Fort Washington Investment Advisors
Ohio
+$16M
3
MFIMFI
Mesirow Financial Investment Management - Fixed Income
Illinois
+$15.1M
4
AllianceBernstein
AllianceBernstein
Tennessee
+$11.5M
5
BlackRock
BlackRock
New York
+$11.4M

Top Sellers

1
EAM
Eagle Asset Management
Florida
-$35.7M
2
Invesco
Invesco
Georgia
-$16.3M
3
SAM
Sentinel Asset Management
Vermont
-$15.5M
4
American Century Companies
American Century Companies
Missouri
-$12.5M
5
Bank of America
Bank of America
North Carolina
-$9.86M
Name Holding Trade Value Shares
Change 		Change in
Stake
FRM
176
Fox Run Management
Connecticut
$529K +$142K +5,814 +41%
Axa
177
Axa
France
$524K -$7.95M -324,900 -94%
PP
178
Paloma Partners
Connecticut
$519K +$480K +19,607 New
SC
179
SouthState Corp
Florida
$512K -$371K -15,183 -44%
PNC Financial Services Group
180
PNC Financial Services Group
Pennsylvania
$502K -$10.8K -441 -2%
SAM
181
Securian Asset Management
Minnesota
$502K -$10.6K -432 -2%
CGH
182
Crossmark Global Holdings
Texas
$502K +$17.1K +698 +4%
BCM
183
Brown Capital Management
Maryland
$497K -$88.4K -3,612 -16%
FCM
184
Flinton Capital Management
Pennsylvania
$495K +$80.2K +3,276 +21%
P
185
Pitcairn
Pennsylvania
$459K -$8.81K -360 -2%
FMT
186
First Mercantile Trust
Tennessee
$458K -$64.3K -2,628 -13%
SMC
187
Smith, Moore & Co
Missouri
$453K -$5.07K -207 -1%
BPM
188
Bowling Portfolio Management
Ohio
$452K +$418K +17,087 New
NIM
189
Northeast Investment Management
Massachusetts
$435K -$101K -4,133 -20%
AG
190
Advisor Group
Arizona
$429K +$64.1K +2,619 +19%
XK
191
Xact Kapitalforvaltning
Sweden
$422K +$390K +15,948 New
TAM
192
Tyers Asset Management
Texas
$389K +$63K +2,574 +21%
CA
193
Cynosure Advisors
Utah
$377K +$348K +14,231 New
DBT
194
Dubuque Bank & Trust
Iowa
$363K +$2.86K +117 +0.9%
KI
195
Koch Industries
Kansas
$348K +$322K +13,165 New
GCP
196
GSA Capital Partners
United Kingdom
$339K +$313K +12,796 New
LPL Financial
197
LPL Financial
California
$333K -$129K -5,256 -29%
Neuberger Berman Group
198
Neuberger Berman Group
New York
$332K -$29.9K -1,222 -9%
CIM
199
CIM Investment Management
Pennsylvania
$324K +$2.96K +121 +1%
RCM
200
Riverhead Capital Management
Delaware
$321K +$55.1K +2,250 +23%
6 7
8
9 10

SF Hedge Fund Activity: Q4 2017 in Review

278 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Stifel (SF) for Q4 2017, worth a combined $3.64B — up 12% from $3.26B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new SF positions and 13 closed out — a net gain of 46 holders — while 86 added to existing stakes and 93 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $20.2M. The largest seller was Eagle Asset Management, cutting an estimated $35.7M.

  • 278 institutional investors held Stifel (SF) as of Q4 2017, up from 233 in Q3 2017.
  • Funds reported $3.64B of Stifel stock for Q4 2017, up 12% quarter-over-quarter.
  • 59 funds opened new Stifel positions in Q4 2017 and 13 closed out, a net change of +46 holders.
  • The largest Stifel buyer in Q4 2017 was Goldman Sachs, an estimated $20.2M added.
  • The largest Stifel seller in Q4 2017 was Eagle Asset Management, an estimated $35.7M sold.

Based on aggregated 13F filings for Q4 2017.