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SF

Stifel

232 hedge funds and large institutions have $2.51B invested in Stifel in 2015 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 92 increasing their positions, 73 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more call options, than puts

Call options by funds: $7.44M | Put options by funds: $5.23M

26% more repeat investments, than reductions

Existing positions increased: 92 | Existing positions reduced: 73

1.79% more ownership

Funds ownership: 192.28%194.07% (+1.8%)

7% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 27

0% more funds holding

Funds holding: 231232 (+1)

25% less capital invested

Capital invested by funds: $3.34B → $2.51B (-$828M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
232
Holders Change
+1
Holders Change %
+0.43%
% of All Funds
6.48%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
29
Increased
92
Reduced
73
Closed
27
Calls
$7.44M
Puts
$5.23M
Net Calls
+$2.21M
Net Calls Change
-$4.21M
Name Holding Trade Value Shares
Change
Change in
Stake
Simplex Trading
201
Simplex Trading
Illinois
$59K +$72.4K +3,197 New
FHA
202
First Horizon Advisors
Tennessee
$55K +$5.41K +239 +9%
JIC
203
Joel Isaacson & Co
New York
$48K +$54.4K +2,401 +1,691%
CF
204
CenterStar Fund
Illinois
$40K
Bank of Montreal
205
Bank of Montreal
Ontario, Canada
$37K
Zurich Cantonal Bank
206
Zurich Cantonal Bank
Switzerland
$36K +$29.7K +1,310 +210%
NYLT
207
New York Life Trust
New York
$35K +$28K +1,235 +191%
QCG
208
Quadrant Capital Group
Ohio
$34K
TDC
209
Thompson Davis & Co
Virginia
$31K -$2.85K -126 -7%
WEC
210
Winslow Evans & Crocker
Massachusetts
$25.2K +$408 +18 +1%
Creative Planning
211
Creative Planning
Kansas
$24K +$29.3K +1,292 New
EFSCE
212
Enterprise Financial Services Corp (EFSC)
Missouri
$20K
CHP
213
Cable Hill Partners
Oregon
$18K -$6.77K -299 -24%
LTFS
214
Ladenburg Thalmann Financial Services
Florida
$11K -$2.65K -117 -16%
W
215
Wealthfront
California
$11K +$10.2K +450 +378%
TRCT
216
Tower Research Capital (TRC)
New York
$10K +$12K +531 New
BL
217
Balentine LLC
Georgia
$9K
WCBA
218
Weaver C. Barksdale & Associates
Tennessee
$9K +$1.93K +85 +22%
SIM
219
Sonora Investment Management
Arizona
$8K +$8.6K +380 New
DSC
220
Duncker Streett & Co
Missouri
$7K
VFA
221
Virtus Fund Advisers
Connecticut
$7K
GAM
222
Gemmer Asset Management
California
$6K
ACS
223
Archford Capital Strategies
Illinois
$6K +$3.33K +147 +101%
Manulife (Manufacturers Life Insurance)
224
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$5.56K +$68.9K +3,044 +1%
Bessemer Group
225
Bessemer Group
New Jersey
$5K -$1.72K -76 -22%

SF Hedge Fund Activity: Q3 2015 in Review

232 of the 3,581 institutional investors tracked by Wall St. Rank reported a position in Stifel (SF) for Q3 2015, worth a combined $2.51B — down 25% from $3.34B a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new SF positions and 27 closed out — a net gain of 2 holders — while 92 added to existing stakes and 73 trimmed.

The largest buyer was Stifel Financial, adding an estimated $155M. The largest seller was Lord, Abbett & Co, cutting an estimated $42.7M.

  • 232 institutional investors held Stifel (SF) as of Q3 2015, up from 231 in Q2 2015.
  • Funds reported $2.51B of Stifel stock for Q3 2015, down 25% quarter-over-quarter.
  • 29 funds opened new Stifel positions in Q3 2015 and 27 closed out, a net change of +2 holders.
  • The largest Stifel buyer in Q3 2015 was Stifel Financial, an estimated $155M added.
  • The largest Stifel seller in Q3 2015 was Lord, Abbett & Co, an estimated $42.7M sold.

Based on aggregated 13F filings for Q3 2015.