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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
AG
201
Advisor Group
Arizona
$411K -$17.1K -603 -4%
DCM
202
Dupont Capital Management
Delaware
$410K +$442K +15,584 New
GH
203
GAM Holding
Switzerland
$405K +$436K +15,379 New
TAM
204
Tyers Asset Management
Texas
$387K
HI
205
HBK Investments
Texas
$385K +$414K +14,625 New
AAM
206
Advisors Asset Management
Colorado
$380K +$405K +14,301 New
DBT
207
Dubuque Bank & Trust
Iowa
$372K +$12.1K +428 +3%
LPL Financial
208
LPL Financial
California
$372K +$44.5K +1,570 +12%
Neuberger Berman Group
209
Neuberger Berman Group
New York
$330K
CIM
210
CIM Investment Management
Pennsylvania
$322K
RCM
211
Riverhead Capital Management
Delaware
$319K
CC
212
Cipher Capital
New York
$315K +$339K +11,966 New
TRCT
213
Tower Research Capital (TRC)
New York
$303K +$227K +7,997 +228%
BCM
214
Brown Capital Management
Maryland
$300K -$209K -7,386 -39%
WIS
215
Wright Investors Service
Connecticut
$289K +$311K +10,969 New
IR
216
Invictus RG
Bermuda
$288K -$13.6K -479 -4%
SCM
217
Shelton Capital Management
Colorado
$285K
GHCM
218
Glen Harbor Capital Management
California
$281K
MFW
219
Mosaic Family Wealth
Missouri
$275K
RQS
220
Ramsey Quantitative Systems
Kentucky
$271K
ZCA
221
Zeke Capital Advisors
Pennsylvania
$268K +$24.6K +867 +9%
GC
222
Globeflex Capital
California
$267K -$712K -25,141 -71%
CAI
223
Capital Advisors Inc
Oklahoma
$261K
ECM
224
Element Capital Management
New York
$256K +$276K +9,738 New
HighTower Advisors
225
HighTower Advisors
Illinois
$251K -$20.3K -718 -7%

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.