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SF

Stifel
SF

223 hedge funds and large institutions have $2.16B invested in Stifel in 2016 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 77 increasing their positions, 81 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

213% more call options, than puts

Call options by funds: $9.95M | Put options by funds: $3.18M

53% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 19

20% more capital invested

Capital invested by funds: $1.79B → $2.16B (+$365M)

4% more funds holding

Funds holding: 214 → 223 (+9)

5% less repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 81

2.24% less ownership

Funds ownership: 192.98% → 190.74% (-2.2%)

Holders
223
Holders Change
+9
Holders Change %
+4.21%
% of All Funds
5.93%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
29
Increased
77
Reduced
81
Closed
19
Calls
$9.95M
Puts
$3.18M
Net Calls
+$6.78M
Net Calls Change
-$2.44M

Top Buyers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
+$32.1M
2
Boston Partners
Boston Partners
Massachusetts
+$12.7M
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$10.8M
4
Millennium Management
Millennium Management
New York
+$9.9M
5
CCM
Channing Capital Management
Illinois
+$8.46M

Top Sellers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
-$39.5M
2
SC
Samlyn Capital
New York
-$23.1M
3
Citadel Advisors
Citadel Advisors
Florida
-$17.5M
4
CRM
Cramer Rosenthal McGlynn
Connecticut
-$13.2M
5
VOYA Investment Management
VOYA Investment Management
Georgia
-$8.93M

SF Hedge Fund Activity: Q3 2016 in Review

223 of the 3,759 institutional investors tracked by Wall St. Rank reported a position in Stifel (SF) for Q3 2016, worth a combined $2.16B — up 20% from $1.79B a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new SF positions and 19 closed out — a net gain of 10 holders — while 77 added to existing stakes and 81 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $32.1M. The largest seller was Wells Fargo, cutting an estimated $39.5M.

  • 223 institutional investors held Stifel (SF) as of Q3 2016, up from 214 in Q2 2016.
  • Funds reported $2.16B of Stifel stock for Q3 2016, up 20% quarter-over-quarter.
  • 29 funds opened new Stifel positions in Q3 2016 and 19 closed out, a net change of +10 holders.
  • The largest Stifel buyer in Q3 2016 was Goldman Sachs, an estimated $32.1M added.
  • The largest Stifel seller in Q3 2016 was Wells Fargo, an estimated $39.5M sold.

Based on aggregated 13F filings for Q3 2016.