Stifel
199 hedge funds and large institutions have $2.72B invested in Stifel in 2013 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 60 increasing their positions, 85 reducing their positions, and 13 closing their positions.
181% more call options, than puts
Call options by funds: $9.51M | Put options by funds: $3.39M
123% more first-time investments, than exits
New positions opened: 29 | Existing positions closed: 13
17% more capital invested
Capital invested by funds: $2.33B → $2.72B (+$396M)
8% more funds holding
Funds holding: 184 → 199 (+15)
1.4% more ownership
Funds ownership: 199.88% → 201.28% (+1.4%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
29% less repeat investments, than reductions
Existing positions increased: 60 | Existing positions reduced: 85
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EARNEST Partners
Atlanta,
Georgia
|
+$123M |
| 2 |
EAM
Eagle Asset Management
St Petersburg,
Florida
|
+$39.2M |
| 3 |
Invesco
Atlanta,
Georgia
|
+$28.3M |
| 4 |
Wellington Management Group
Boston,
Massachusetts
|
+$9.73M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
+$8.54M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RA
Royce & Associates
New York
|
-$27.6M |
| 2 |
JP Morgan Chase
New York
|
-$19.8M |
| 3 |
CRM
Cramer Rosenthal McGlynn
Stamford,
Connecticut
|
-$18.6M |
| 4 |
Wells Fargo
San Francisco,
California
|
-$10.3M |
| 5 |
VOYA Investment Management
Atlanta,
Georgia
|
-$8.61M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CRM
201
Cramer Rosenthal McGlynn
Stamford,
Connecticut
| – | -$18.6M | -1,017,225 | Closed |
|
|
ICOM
202
Investment Counselors of Maryland
Baltimore,
Maryland
| – | -$2.41M | -131,562 | Closed |
|
|
VKH
203
Virtu KCG Holdings
New York
| – | -$506K | -27,601 | Closed |
|
204
Los Angeles Capital Management
Los Angeles,
California
| – | -$413K | -22,545 | Closed |
|
|
GAM
205
Gotham Asset Management
New York
| – | -$288K | -15,723 | Closed |
|
|
VAM
206
Visium Asset Management
New York
| – | -$243K | -13,266 | Closed |
|
207
CIBC Asset Management
Toronto,
Ontario, Canada
| – | -$216K | -11,799 | Closed |
|
|
JIC
208
Joel Isaacson & Co
New York
| – | -$213K | -11,635 | Closed |
|
209
Janney Montgomery Scott
Philadelphia,
Pennsylvania
| – | -$212K | -11,567 | Closed |
|
|
ST
210
Spot Trading
Chicago,
Illinois
| – | -$57.3K | -2,984 | Closed |
|
211
Canada Pension Plan Investment Board
Toronto Ontario,
Ontario, Canada
| – | -$4K | -225 | Closed |
|
|
PCM
212
Prelude Capital Management
New York
| – | -$4K | -225 | Closed |
|
|
LWA
213
Lenox Wealth Advisors
New York
| – | -$4K | -198 | Closed |
|
SF Hedge Fund Activity: Q4 2013 in Review
199 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Stifel (SF) for Q4 2013, worth a combined $2.72B — up 17% from $2.33B a quarter earlier.
Buyers outnumbered sellers: 29 funds opened new SF positions and 13 closed out — a net gain of 16 holders — while 60 added to existing stakes and 85 trimmed.
The largest buyer was EARNEST Partners, opening a new position worth an estimated $123M. The largest seller was Royce & Associates, cutting an estimated $27.6M.
- 199 institutional investors held Stifel (SF) as of Q4 2013, up from 184 in Q3 2013.
- Funds reported $2.72B of Stifel stock for Q4 2013, up 17% quarter-over-quarter.
- 29 funds opened new Stifel positions in Q4 2013 and 13 closed out, a net change of +16 holders.
- The largest Stifel buyer in Q4 2013 was EARNEST Partners, an estimated $123M added.
- The largest Stifel seller in Q4 2013 was Royce & Associates, an estimated $27.6M sold.
Based on aggregated 13F filings for Q4 2013.