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SF

Stifel

280 hedge funds and large institutions have $3.6B invested in Stifel in 2019 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 93 increasing their positions, 92 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

110% more call options, than puts

Call options by funds: $16M | Put options by funds: $7.65M

52% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 31

11% more capital invested

Capital invested by funds: $3.26B → $3.6B (+$343M)

4% more funds holding

Funds holding: 268280 (+12)

1% more repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 92

0.82% more ownership

Funds ownership: 193.46%194.27% (+0.82%)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

Holders
280
Holders Change
+12
Holders Change %
+4.48%
% of All Funds
6.08%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
47
Increased
93
Reduced
92
Closed
31
Calls
$16M
Puts
$7.65M
Net Calls
+$8.38M
Net Calls Change
+$8.78M
Name Holding Trade Value Shares
Change
Change in
Stake
JG
201
Jefferies Group
New York
$378K +$367K +14,396 New
Tudor Investment Corp
202
Tudor Investment Corp
Connecticut
$364K +$353K +13,862 New
DCM
203
Dupont Capital Management
Delaware
$362K -$34.4K -1,350 -9%
GHCM
204
Glen Harbor Capital Management
California
$351K
MML Investors Services
205
MML Investors Services
Massachusetts
$347K +$24.1K +947 +8%
LPL Financial
206
LPL Financial
California
$337K +$19.9K +781 +6%
ORI
207
Oak Ridge Investments
Illinois
$325K -$409K -16,061 -56%
BAAM
208
Baker Avenue Asset Management
California
$295K -$28K -1,098 -9%
Brown Advisory
209
Brown Advisory
Maryland
$289K -$990K -38,878 -78%
SCM
210
Shelton Capital Management
Colorado
$284K +$261K +10,249 +1,795%
HC
211
Henshaw Capital
Massachusetts
$280K
FAM
212
Formidable Asset Management
Ohio
$279K -$1.26M -49,524 -83%
QCM
213
Quantinno Capital Management
New York
$278K +$270K +10,593 New
Nisa Investment Advisors
214
Nisa Investment Advisors
Missouri
$244K +$7.74K +304 +3%
Zurich Cantonal Bank
215
Zurich Cantonal Bank
Switzerland
$243K
COI
216
Connable Office Inc
Michigan
$240K
NSEDCP
217
NJ State Employees Deferred Compensation Plan
New Jersey
$236K -$115K -4,500 -33%
HighTower Advisors
218
HighTower Advisors
Illinois
$232K -$11.2K -439 -5%
Acadian Asset Management
219
Acadian Asset Management
Massachusetts
$231K -$1.76M -69,241 -89%
RCM
220
Radnor Capital Management
Pennsylvania
$230K -$103K -4,050 -32%
NIM
221
Northeast Investment Management
Massachusetts
$228K -$226K -8,865 -51%
AP
222
Advisor Partners
California
$220K +$214K +8,392 New
CP
223
Covenant Partners
Tennessee
$216K +$209K +8,221 New
LCM
224
Landscape Capital Management
New Jersey
$214K +$207K +8,149 New
CMBA
225
C.M. Bidwell & Associates
Hawaii
$212K -$4.86K -191 -2%

SF Hedge Fund Activity: Q2 2019 in Review

280 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Stifel (SF) for Q2 2019, worth a combined $3.6B — up 11% from $3.26B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new SF positions and 31 closed out — a net gain of 16 holders — while 93 added to existing stakes and 92 trimmed.

The largest buyer was Nuveen, opening a new position worth an estimated $41.2M. The largest seller was Samlyn Capital, exiting entirely with an estimated $23.3M sold.

  • 280 institutional investors held Stifel (SF) as of Q2 2019, up from 268 in Q1 2019.
  • Funds reported $3.6B of Stifel stock for Q2 2019, up 11% quarter-over-quarter.
  • 47 funds opened new Stifel positions in Q2 2019 and 31 closed out, a net change of +16 holders.
  • The largest Stifel buyer in Q2 2019 was Nuveen, an estimated $41.2M added.
  • The largest Stifel seller in Q2 2019 was Samlyn Capital, an estimated $23.3M sold.

Based on aggregated 13F filings for Q2 2019.