We are live on ! Find out more
SF

Stifel

231 hedge funds and large institutions have $2.94B invested in Stifel in 2016 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 83 increasing their positions, 78 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

246% more call options, than puts

Call options by funds: $26.7M | Put options by funds: $7.72M

67% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 18

37% more capital invested

Capital invested by funds: $2.14B → $2.94B (+$800M)

9.11% more ownership

Funds ownership: 190.74%199.85% (+9.1%)

5% more funds holding

Funds holding: 221231 (+10)

6% more repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 78

Holders
231
Holders Change
+10
Holders Change %
+4.52%
% of All Funds
5.78%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.05%
New
30
Increased
83
Reduced
78
Closed
18
Calls
$26.7M
Puts
$7.72M
Net Calls
+$19M
Net Calls Change
+$12.2M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$249M +$8.4M +418,162 +4%
BFA
2
BlackRock Fund Advisors
California
$203M +$25.5M +1,272,261 +16%
Invesco
3
Invesco
Georgia
$150M +$14.5M +723,361 +12%
EAM
4
Eagle Asset Management
Florida
$119M +$12.7M +633,038 +13%
Fisher Asset Management
5
Fisher Asset Management
Washington
$110M -$1.36M -67,795 -1%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$108M +$14.6M +729,270 +18%
Goldman Sachs
7
Goldman Sachs
New York
$108M -$9.1M -453,224 -9%
State Street
8
State Street
Massachusetts
$104M -$1.14M -56,567 -1%
BIT
9
BlackRock Institutional Trust
California
$99M +$392K +19,528 +0.4%
EARNEST Partners
10
EARNEST Partners
Georgia
$86.5M -$6.73M -335,159 -8%
Macquarie Group
11
Macquarie Group
Australia
$86.3M +$963K +47,983 +1%
AllianceBernstein
12
AllianceBernstein
Tennessee
$86.1M -$2.6M -129,395 -3%
Northern Trust
13
Northern Trust
Illinois
$75.6M +$4.34K +216 +0%
Fidelity Investments
14
Fidelity Investments
Massachusetts
$68.8M +$13.4M +667,575 +27%
Victory Capital Management
15
Victory Capital Management
Texas
$61.5M -$2.55M -127,219 -4%
CCM
16
Channing Capital Management
Illinois
$58.9M +$1.57M +77,987 +3%
Boston Partners
17
Boston Partners
Massachusetts
$57.5M -$154K -7,672 -0.3%
CRM
18
Cramer Rosenthal McGlynn
Connecticut
$51.9M -$6.11M -304,384 -12%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$46.3M +$2.78M +138,438 +7%
GKIM
20
GW&K Investment Management
Massachusetts
$36.9M -$4.95M -246,404 -13%
Ameriprise
21
Ameriprise
Minnesota
$36.7M +$25.3M +1,260,873 +323%
Thrivent Financial for Lutherans
22
Thrivent Financial for Lutherans
Minnesota
$36.4M +$477K +23,738 +1%
PCM
23
Peregrine Capital Management
Minnesota
$34M -$4.32M -215,239 -12%
KCM
24
Kennedy Capital Management
Missouri
$31.9M +$15.7M +783,433 +120%
New York State Common Retirement Fund
25
New York State Common Retirement Fund
New York
$29.8M

SF Hedge Fund Activity: Q4 2016 in Review

231 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Stifel (SF) for Q4 2016, worth a combined $2.94B — up 37% from $2.14B a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new SF positions and 18 closed out — a net gain of 12 holders — while 83 added to existing stakes and 78 trimmed.

The largest buyer was BlackRock Fund Advisors, adding an estimated $25.5M. The largest seller was Millennium Management, exiting entirely with an estimated $10.5M sold.

  • 231 institutional investors held Stifel (SF) as of Q4 2016, up from 221 in Q3 2016.
  • Funds reported $2.94B of Stifel stock for Q4 2016, up 37% quarter-over-quarter.
  • 30 funds opened new Stifel positions in Q4 2016 and 18 closed out, a net change of +12 holders.
  • The largest Stifel buyer in Q4 2016 was BlackRock Fund Advisors, an estimated $25.5M added.
  • The largest Stifel seller in Q4 2016 was Millennium Management, an estimated $10.5M sold.

Based on aggregated 13F filings for Q4 2016.