Stifel
232 hedge funds and large institutions have $3.35B invested in Stifel in 2015 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 97 increasing their positions, 67 reducing their positions, and 25 closing their positions.
175% more call options, than puts
Call options by funds: $10.1M | Put options by funds: $3.66M
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
45% more repeat investments, than reductions
Existing positions increased: 97 | Existing positions reduced: 67
4% more capital invested
Capital invested by funds: $3.22B → $3.35B (+$136M)
0% more first-time investments, than exits
New positions opened: 25 | Existing positions closed: 25
0.02% less ownership
Funds ownership: 192.3% → 192.28% (-0.02%)
0% less funds holding
Funds holding: 233 → 232 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PIM
Perkins Investment Management
Chicago,
Illinois
|
+$41.2M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$29.6M |
| 3 |
JP Morgan Chase
New York
|
+$16.2M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
+$13.8M |
| 5 |
AAMU
Amundi Asset Management US
Boston,
Massachusetts
|
+$10.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KCM
Kornitzer Capital Management
Shawnee Mission,
Kansas
|
-$31.8M |
| 2 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
-$28.9M |
| 3 |
Invesco
Atlanta,
Georgia
|
-$27M |
| 4 |
Balyasny Asset Management
Chicago,
Illinois
|
-$15.8M |
| 5 |
JCM
Junto Capital Management
New York
|
-$14.6M |
SF Hedge Fund Activity: Q2 2015 in Review
232 of the 3,730 institutional investors tracked by Wall St. Rank reported a position in Stifel (SF) for Q2 2015, worth a combined $3.35B — up 4.2% from $3.22B a quarter earlier.
Fund positioning in SF was balanced in Q2 2015: 25 funds opened new positions, 25 closed out, 97 added to existing stakes and 67 trimmed.
The largest buyer was Perkins Investment Management, opening a new position worth an estimated $41.2M. The largest seller was Kornitzer Capital Management, cutting an estimated $31.8M.
- 232 institutional investors held Stifel (SF) as of Q2 2015, down from 233 in Q1 2015.
- Funds reported $3.35B of Stifel stock for Q2 2015, up 4.2% quarter-over-quarter.
- 25 funds opened new Stifel positions in Q2 2015 and 25 closed out, a net change of 0 holders.
- The largest Stifel buyer in Q2 2015 was Perkins Investment Management, an estimated $41.2M added.
- The largest Stifel seller in Q2 2015 was Kornitzer Capital Management, an estimated $31.8M sold.
Based on aggregated 13F filings for Q2 2015.