Stifel
244 hedge funds and large institutions have $2.75B invested in Stifel in 2017 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 100 increasing their positions, 84 reducing their positions, and 31 closing their positions.
19% more repeat investments, than reductions
Existing positions increased: 100 | Existing positions reduced: 84
0.36% less ownership
Funds ownership: 197.18% → 196.83% (-0.36%)
5% less funds holding
Funds holding: 258 → 244 (-14)
8% less capital invested
Capital invested by funds: $3B → $2.75B (-$243M)
12% less call options, than puts
Call options by funds: $19.5M | Put options by funds: $22.2M
39% less first-time investments, than exits
New positions opened: 19 | Existing positions closed: 31
100% less funds holding in top 10
Funds holding in top 10: 2 → 0 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Dimensional Fund Advisors
Austin,
Texas
|
+$24M |
| 2 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
+$16.2M |
| 3 |
Balyasny Asset Management
Chicago,
Illinois
|
+$11.8M |
| 4 |
CRM
Cramer Rosenthal McGlynn
Stamford,
Connecticut
|
+$11.3M |
| 5 |
HCM
Hodges Capital Management
Dallas,
Texas
|
+$11M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EAM
Eagle Asset Management
St Petersburg,
Florida
|
-$20M |
| 2 |
CCI
Columbus Circle Investors
|
-$17.8M |
| 3 |
CCM
Channing Capital Management
Chicago,
Illinois
|
-$13M |
| 4 |
TA
Teachers Advisors
New York
|
-$11.2M |
| 5 |
JP Morgan Chase
New York
|
-$8.74M |
SF Hedge Fund Activity: Q2 2017 in Review
244 of the 4,022 institutional investors tracked by Wall St. Rank reported a position in Stifel (SF) for Q2 2017, worth a combined $2.75B — down 8.1% from $3B a quarter earlier.
Sellers outnumbered buyers: 31 funds closed out of SF and 19 opened new positions — a net loss of 12 holders — while 84 trimmed existing stakes and 100 added.
The largest buyer was Dimensional Fund Advisors, adding an estimated $24M. The largest seller was Eagle Asset Management, cutting an estimated $20M.
- 244 institutional investors held Stifel (SF) as of Q2 2017, down from 258 in Q1 2017.
- Funds reported $2.75B of Stifel stock for Q2 2017, down 8.1% quarter-over-quarter.
- 19 funds opened new Stifel positions in Q2 2017 and 31 closed out, a net change of -12 holders.
- The largest Stifel buyer in Q2 2017 was Dimensional Fund Advisors, an estimated $24M added.
- The largest Stifel seller in Q2 2017 was Eagle Asset Management, an estimated $20M sold.
Based on aggregated 13F filings for Q2 2017.