Stifel
209 hedge funds and large institutions have $1.71B invested in Stifel in 2016 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 99 increasing their positions, 55 reducing their positions, and 38 closing their positions.
80% more repeat investments, than reductions
Existing positions increased: 99 | Existing positions reduced: 55
15% more call options, than puts
Call options by funds: $7.05M | Put options by funds: $6.15M
6.1% more ownership
Funds ownership: 180.26% → 186.36% (+6.1%)
8% less funds holding
Funds holding: 227 → 209 (-18)
28% less capital invested
Capital invested by funds: $2.36B → $1.71B (-$652M)
45% less first-time investments, than exits
New positions opened: 21 | Existing positions closed: 38
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Stifel Financial
St. Louis,
Missouri
|
+$110M |
| 2 |
Fisher Asset Management
Camas,
Washington
|
+$22.6M |
| 3 |
Prudential Financial
Newark,
New Jersey
|
+$16.3M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$15.4M |
| 5 |
FC
Fairpointe Capital
Chicago,
Illinois
|
+$11.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
-$37.3M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$29.9M |
| 3 |
SAM
Silvercrest Asset Management
New York
|
-$27M |
| 4 |
RA
Royce & Associates
New York
|
-$22.8M |
| 5 |
KCM
Kornitzer Capital Management
Shawnee Mission,
Kansas
|
-$9.47M |
SF Hedge Fund Activity: Q1 2016 in Review
209 of the 3,767 institutional investors tracked by Wall St. Rank reported a position in Stifel (SF) for Q1 2016, worth a combined $1.71B — down 28% from $2.36B a quarter earlier.
Sellers outnumbered buyers: 38 funds closed out of SF and 21 opened new positions — a net loss of 17 holders — while 55 trimmed existing stakes and 99 added.
The largest buyer was Stifel Financial, adding an estimated $110M. The largest seller was Millennium Management, cutting an estimated $37.3M.
- 209 institutional investors held Stifel (SF) as of Q1 2016, down from 227 in Q4 2015.
- Funds reported $1.71B of Stifel stock for Q1 2016, down 28% quarter-over-quarter.
- 21 funds opened new Stifel positions in Q1 2016 and 38 closed out, a net change of -17 holders.
- The largest Stifel buyer in Q1 2016 was Stifel Financial, an estimated $110M added.
- The largest Stifel seller in Q1 2016 was Millennium Management, an estimated $37.3M sold.
Based on aggregated 13F filings for Q1 2016.