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SF

Stifel

213 hedge funds and large institutions have $1.85B invested in Stifel in 2016 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 74 increasing their positions, 75 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

211% more call options, than puts

Call options by funds: $13.6M | Put options by funds: $4.38M

25% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 24

12.81% more ownership

Funds ownership: 186.35%199.16% (+13%)

9% more capital invested

Capital invested by funds: $1.69B → $1.85B (+$157M)

2% more funds holding

Funds holding: 208213 (+5)

1% less repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 75

Holders
213
Holders Change
+5
Holders Change %
+2.4%
% of All Funds
5.68%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
30
Increased
74
Reduced
75
Closed
24
Calls
$13.6M
Puts
$4.38M
Net Calls
+$9.22M
Net Calls Change
+$8.32M
Name Holding Trade Value Shares
Change
Change in
Stake
AIM
201
Advantage Investment Management
Iowa
$6K +$6.08K +409 New
DSC
202
Duncker Streett & Co
Missouri
$5K
Creative Planning
203
Creative Planning
Kansas
$4K +$4.15K +279 New
ACS
204
Archford Capital Strategies
Illinois
$4K +$4.36K +293 New
QCG
205
Quadrant Capital Group
Ohio
$3K +$3.61K +243 New
JIC
206
Joel Isaacson & Co
New York
$2K -$69.7K -4,686 -97%
JG
207
Jefferies Group
New York
$2K -$52.4K -3,526 -97%
CCA
208
Checchi Capital Advisers
California
$2K -$16.3K -1,098 -87%
HR
209
Howe & Rusling
New York
$2K
WAM
210
Wealthspire Advisors (Maryland)
Maryland
$2K
WA
211
WealthTrust-Arizona
Arizona
$2K
MFW
212
Mosaic Family Wealth
Missouri
$1K
QI
213
QS Investors
New York
$1K +$268 +18 New
Schroder Investment Management Group
214
Schroder Investment Management Group
United Kingdom
-$12.4M -931,491 Closed
KCM
215
Kornitzer Capital Management
Kansas
-$8.16M -620,246 Closed
Two Sigma Investments
216
Two Sigma Investments
New York
-$5.03M -382,358 Closed
Millennium Management
217
Millennium Management
New York
-$4.37M -332,399 Closed
IP
218
Interval Partners
New York
-$4.02M -305,296 Closed
Renaissance Technologies
219
Renaissance Technologies
New York
-$3.44M -261,398 Closed
HCM
220
Highbridge Capital Management
New York
-$2.4M -161,098 Closed
SCM
221
Stevens Capital Management
Pennsylvania
-$1.98M -150,696 Closed
CG
222
Clinton Group
New York
-$1M -76,192 Closed
DTL
223
Dynamic Technology Lab
Singapore
-$863K -65,554 Closed
HHC
224
Hutchin Hill Capital
New York
-$726K -55,213 Closed
QT
225
Quantbot Technologies
New York
-$635K -48,339 Closed

SF Hedge Fund Activity: Q2 2016 in Review

213 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Stifel (SF) for Q2 2016, worth a combined $1.85B — up 9.3% from $1.69B a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new SF positions and 24 closed out — a net gain of 6 holders — while 74 added to existing stakes and 75 trimmed.

The largest buyer was Macquarie Group, adding an estimated $67.9M. The largest seller was Stifel Financial, cutting an estimated $115M.

  • 213 institutional investors held Stifel (SF) as of Q2 2016, up from 208 in Q1 2016.
  • Funds reported $1.85B of Stifel stock for Q2 2016, up 9.3% quarter-over-quarter.
  • 30 funds opened new Stifel positions in Q2 2016 and 24 closed out, a net change of +6 holders.
  • The largest Stifel buyer in Q2 2016 was Macquarie Group, an estimated $67.9M added.
  • The largest Stifel seller in Q2 2016 was Stifel Financial, an estimated $115M sold.

Based on aggregated 13F filings for Q2 2016.