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SF

Stifel

231 hedge funds and large institutions have $2.94B invested in Stifel in 2016 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 83 increasing their positions, 78 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

246% more call options, than puts

Call options by funds: $26.7M | Put options by funds: $7.72M

67% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 18

37% more capital invested

Capital invested by funds: $2.14B → $2.94B (+$800M)

9.11% more ownership

Funds ownership: 190.74%199.85% (+9.1%)

5% more funds holding

Funds holding: 221231 (+10)

6% more repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 78

Holders
231
Holders Change
+10
Holders Change %
+4.52%
% of All Funds
5.78%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.05%
New
30
Increased
83
Reduced
78
Closed
18
Calls
$26.7M
Puts
$7.72M
Net Calls
+$19M
Net Calls Change
+$12.2M
Name Holding Trade Value Shares
Change
Change in
Stake
PSUF
201
People's United Financial
Connecticut
$50K -$90.3K -4,500 -67%
SNT
202
Security National Trust
West Virginia
$50K +$45.2K +2,250 New
IDBONY
203
Israel Discount Bank of New York
New York
$49K +$44.5K +2,216 New
FHA
204
First Horizon Advisors
Tennessee
$45K
AssetMark Inc
205
AssetMark Inc
California
$44K
CTC
206
Central Trust Company
Missouri
$41K
TDC
207
Thompson Davis & Co
Virginia
$37K
SAM
208
Sunnymeath Asset Management
New Jersey
$35K +$31.6K +1,575 New
Northwestern Mutual Wealth Management
209
Northwestern Mutual Wealth Management
Wisconsin
$31K +$28.8K +1,433 New
CHP
210
Cable Hill Partners
Oregon
$27K +$6.79K +338 +39%
GWM
211
Geneos Wealth Management
Colorado
$27K +$12.3K +612 +94%
LTFS
212
Ladenburg Thalmann Financial Services
Florida
$25K +$13.1K +650 +139%
IA
213
IFP Advisors
Florida
$20K +$1.08K +54 +6%
BC
214
Bartlett & Co
Ohio
$15K -$27.1K -1,350 -67%
WEC
215
Winslow Evans & Crocker
Massachusetts
$14.9K -$3.79K -189 -22%
WCBA
216
Weaver C. Barksdale & Associates
Tennessee
$14K -$1.45K -72 -10%
DVM
217
Dreman Value Management
Florida
$13K
BBHC
218
Brown Brothers Harriman & Co
New York
$11K
AIL
219
AGF Investments LLC
Ontario, Canada
$10K +$8.49K +423 New
SAM
220
Solaris Asset Management
New York
$9K
DSC
221
Duncker Streett & Co
Missouri
$8K
CJA
222
C-J Advisory
California
$6K -$2.85K -142 -33%
QCG
223
Quadrant Capital Group
Ohio
$4K -$823 -41 -16%
WAM
224
Wealthspire Advisors (Maryland)
Maryland
$4K
Creative Planning
225
Creative Planning
Kansas
$4K +$442 +22 +14%

SF Hedge Fund Activity: Q4 2016 in Review

231 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Stifel (SF) for Q4 2016, worth a combined $2.94B — up 37% from $2.14B a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new SF positions and 18 closed out — a net gain of 12 holders — while 83 added to existing stakes and 78 trimmed.

The largest buyer was BlackRock Fund Advisors, adding an estimated $25.5M. The largest seller was Millennium Management, exiting entirely with an estimated $10.5M sold.

  • 231 institutional investors held Stifel (SF) as of Q4 2016, up from 221 in Q3 2016.
  • Funds reported $2.94B of Stifel stock for Q4 2016, up 37% quarter-over-quarter.
  • 30 funds opened new Stifel positions in Q4 2016 and 18 closed out, a net change of +12 holders.
  • The largest Stifel buyer in Q4 2016 was BlackRock Fund Advisors, an estimated $25.5M added.
  • The largest Stifel seller in Q4 2016 was Millennium Management, an estimated $10.5M sold.

Based on aggregated 13F filings for Q4 2016.