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SF

Stifel

288 hedge funds and large institutions have $3.73B invested in Stifel in 2018 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 103 increasing their positions, 94 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more call options, than puts

Call options by funds: $13.5M | Put options by funds: $8.31M

45% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 33

4% more funds holding

Funds holding: 278288 (+10)

10% more repeat investments, than reductions

Existing positions increased: 103 | Existing positions reduced: 94

3% more capital invested

Capital invested by funds: $3.64B → $3.73B (+$91.4M)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

5.73% less ownership

Funds ownership: 203%197.28% (-5.7%)

Holders
288
Holders Change
+10
Holders Change %
+3.6%
% of All Funds
6.6%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
48
Increased
103
Reduced
94
Closed
33
Calls
$13.5M
Puts
$8.31M
Net Calls
+$5.23M
Net Calls Change
+$7.96M
Name Holding Trade Value Shares
Change
Change in
Stake
P
176
Pitcairn
Pennsylvania
$628K +$186K +6,565 +38%
CA
177
Cynosure Advisors
Utah
$622K +$266K +9,405 +66%
XK
178
Xact Kapitalforvaltning
Sweden
$615K +$210K +7,425 +47%
ADEF
179
Adams Diversified Equity Fund
Maryland
$604K -$287K -10,125 -31%
NA
180
Neuburgh Advisers
California
$598K
PA
181
Profund Advisors
Maryland
$581K -$32K -1,130 -5%
RCM
182
Radnor Capital Management
Pennsylvania
$575K -$2.55K -90 -0.4%
SO
183
STRS Ohio
Ohio
$568K +$31.9K +1,125 +5%
Robeco Institutional Asset Management
184
Robeco Institutional Asset Management
Netherlands
$566K +$609K +21,497 New
GCA
185
Greenwood Capital Associates
South Carolina
$564K +$353K +12,468 +139%
AB
186
Amalgamated Bank
New York
$563K -$7.65K -270 -1%
SC
187
SouthState Corp
Florida
$563K +$58.5K +2,065 +11%
PA
188
Parallel Advisors
California
$550K -$247K -8,734 -29%
Los Angeles Capital Management
189
Los Angeles Capital Management
California
$539K +$580K +20,464 New
PNC Financial Services Group
190
PNC Financial Services Group
Pennsylvania
$533K +$36.7K +1,296 +7%
SAM
191
Securian Asset Management
Minnesota
$522K +$24.7K +871 +5%
FCM
192
Flinton Capital Management
Pennsylvania
$492K
CGH
193
Crossmark Global Holdings
Texas
$491K -$8.93K -315 -2%
FPCP
194
Fort Point Capital Partners
California
$466K +$502K +17,712 New
SMC
195
Smith, Moore & Co
Missouri
$465K +$15.9K +560 +3%
HW
196
Hancock Whitney
Mississippi
$463K +$498K +17,579 New
NIM
197
Northeast Investment Management
Massachusetts
$459K +$27.6K +974 +6%
FMT
198
First Mercantile Trust
Tennessee
$444K -$13.2K -466 -3%
HCM
199
Highbridge Capital Management
New York
$439K +$473K +16,695 New
OAM
200
Oberweis Asset Management
Illinois
$415K +$114K +4,028 +34%

SF Hedge Fund Activity: Q1 2018 in Review

288 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in Stifel (SF) for Q1 2018, worth a combined $3.73B — up 2.5% from $3.64B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new SF positions and 33 closed out — a net gain of 15 holders — while 103 added to existing stakes and 94 trimmed.

The largest buyer was Prudential Financial, adding an estimated $46M. The largest seller was Millennium Management, cutting an estimated $70.3M.

  • 288 institutional investors held Stifel (SF) as of Q1 2018, up from 278 in Q4 2017.
  • Funds reported $3.73B of Stifel stock for Q1 2018, up 2.5% quarter-over-quarter.
  • 48 funds opened new Stifel positions in Q1 2018 and 33 closed out, a net change of +15 holders.
  • The largest Stifel buyer in Q1 2018 was Prudential Financial, an estimated $46M added.
  • The largest Stifel seller in Q1 2018 was Millennium Management, an estimated $70.3M sold.

Based on aggregated 13F filings for Q1 2018.