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SF

Stifel
SF

258 hedge funds and large institutions have $3B invested in Stifel in 2017 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 90 increasing their positions, 73 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

194% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 17

60% more call options, than puts

Call options by funds: $30.4M | Put options by funds: $19.1M

23% more repeat investments, than reductions

Existing positions increased: 90 | Existing positions reduced: 73

11% more funds holding

Funds holding: 232 → 258 (+26)

2% more capital invested

Capital invested by funds: $2.94B → $3B (+$57.2M)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

2.67% less ownership

Funds ownership: 199.85% → 197.18% (-2.7%)

Holders
258
Holders Change
+26
Holders Change %
+11.21%
% of All Funds
6.4%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
50
Increased
90
Reduced
73
Closed
17
Calls
$30.4M
Puts
$19.1M
Net Calls
+$11.4M
Net Calls Change
-$7.62M

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$367M
2
CCI
Columbus Circle Investors
+$26.1M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$20.3M
4
Norges Bank
Norges Bank
Norway
+$11.2M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$6.81M

Top Sellers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
-$21.8M
2
PCM
PAR Capital Management
Massachusetts
-$18.7M
3
Invesco
Invesco
Georgia
-$18.1M
4
LCP
Lombardia Capital Partners
California
-$11.1M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$9.58M

SF Hedge Fund Activity: Q1 2017 in Review

258 of the 4,034 institutional investors tracked by Wall St. Rank reported a position in Stifel (SF) for Q1 2017, worth a combined $3B — up 1.9% from $2.94B a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new SF positions and 17 closed out — a net gain of 33 holders — while 90 added to existing stakes and 73 trimmed.

The largest buyer was BlackRock, adding an estimated $367M. The largest seller was Citadel Advisors, cutting an estimated $21.8M.

  • 258 institutional investors held Stifel (SF) as of Q1 2017, up from 232 in Q4 2016.
  • Funds reported $3B of Stifel stock for Q1 2017, up 1.9% quarter-over-quarter.
  • 50 funds opened new Stifel positions in Q1 2017 and 17 closed out, a net change of +33 holders.
  • The largest Stifel buyer in Q1 2017 was BlackRock, an estimated $367M added.
  • The largest Stifel seller in Q1 2017 was Citadel Advisors, an estimated $21.8M sold.

Based on aggregated 13F filings for Q1 2017.