Stifel
233 hedge funds and large institutions have $2.52B invested in Stifel in 2015 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 92 increasing their positions, 73 reducing their positions, and 27 closing their positions.
42% more call options, than puts
Call options by funds: $7.44M | Put options by funds: $5.23M
26% more repeat investments, than reductions
Existing positions increased: 92 | Existing positions reduced: 73
1.93% more ownership
Funds ownership: 192.28% → 194.22% (+1.9%)
7% more first-time investments, than exits
New positions opened: 29 | Existing positions closed: 27
0% more funds holding
Funds holding: 232 → 233 (+1)
25% less capital invested
Capital invested by funds: $3.35B → $2.52B (-$831M)
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Stifel Financial
St. Louis,
Missouri
|
+$155M |
| 2 |
Millennium Management
New York
|
+$51.3M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$32.8M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$18.4M |
| 5 |
AQR Capital Management
Greenwich,
Connecticut
|
+$8.32M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
-$42.7M |
| 2 |
SC
Samlyn Capital
New York
|
-$34.9M |
| 3 |
KCM
Kornitzer Capital Management
Shawnee Mission,
Kansas
|
-$20.6M |
| 4 |
Prudential Financial
Newark,
New Jersey
|
-$19.6M |
| 5 |
EAM
Eagle Asset Management
St Petersburg,
Florida
|
-$19.5M |
SF Hedge Fund Activity: Q3 2015 in Review
233 of the 3,590 institutional investors tracked by Wall St. Rank reported a position in Stifel (SF) for Q3 2015, worth a combined $2.52B — down 25% from $3.35B a quarter earlier.
Buyers outnumbered sellers: 29 funds opened new SF positions and 27 closed out — a net gain of 2 holders — while 92 added to existing stakes and 73 trimmed.
The largest buyer was Stifel Financial, adding an estimated $155M. The largest seller was Lord, Abbett & Co, cutting an estimated $42.7M.
- 233 institutional investors held Stifel (SF) as of Q3 2015, up from 232 in Q2 2015.
- Funds reported $2.52B of Stifel stock for Q3 2015, down 25% quarter-over-quarter.
- 29 funds opened new Stifel positions in Q3 2015 and 27 closed out, a net change of +2 holders.
- The largest Stifel buyer in Q3 2015 was Stifel Financial, an estimated $155M added.
- The largest Stifel seller in Q3 2015 was Lord, Abbett & Co, an estimated $42.7M sold.
Based on aggregated 13F filings for Q3 2015.