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SF

Stifel
SF

232 hedge funds and large institutions have $2.94B invested in Stifel in 2016 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 84 increasing their positions, 79 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

61% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 18

36% more capital invested

Capital invested by funds: $2.16B → $2.94B (+$781M)

9.11% more ownership

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

4% more funds holding

Funds holding: 223 → 232 (+9)

6% more repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 79

Holders
232
Holders Change
+9
Holders Change %
+4.04%
% of All Funds
5.79%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.05%
New
29
Increased
84
Reduced
79
Closed
18
Calls
$26.7M
Puts
$7.72M
Net Calls
+$19M
Net Calls Change
+$12.2M

Top Buyers

Rank Fund Capital Flow
1
BFA
BlackRock Fund Advisors
California
+$25.5M
2
Ameriprise
Ameriprise
Minnesota
+$25.3M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$24.1M
4
KCM
Kennedy Capital Management
Missouri
+$15.7M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$14.6M

Top Sellers

Rank Fund Capital Flow
1
Millennium Management
Millennium Management
New York
-$10.5M
2
Goldman Sachs
Goldman Sachs
New York
-$9.1M
3
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
-$9.03M
4
Wells Fargo
Wells Fargo
California
-$8.74M
5
EARNEST Partners
EARNEST Partners
Georgia
-$6.73M

SF Hedge Fund Activity: Q4 2016 in Review

232 of the 4,008 institutional investors tracked by Wall St. Rank reported a position in Stifel (SF) for Q4 2016, worth a combined $2.94B — up 36% from $2.16B a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new SF positions and 18 closed out — a net gain of 11 holders — while 84 added to existing stakes and 79 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.

  • 232 institutional investors held Stifel (SF) as of Q4 2016, up from 223 in Q3 2016.
  • Funds reported $2.94B of Stifel stock for Q4 2016, up 36% quarter-over-quarter.
  • 29 funds opened new Stifel positions in Q4 2016 and 18 closed out, a net change of +11 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.