We are live on ! Find out more
SF

Stifel
SF

233 hedge funds and large institutions have $3.27B invested in Stifel in 2017 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 82 increasing their positions, 91 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more capital invested

Capital invested by funds: $2.75B → $3.27B (+$515M)

4.58% more ownership

Funds ownership: 196.83% → 201.41% (+4.6%)

10% less repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 91

5% less funds holding

Funds holding: 244 → 233 (-11)

28% less call options, than puts

Call options by funds: $27.3M | Put options by funds: $38.1M

38% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 24

Holders
233
Holders Change
-11
Holders Change %
-4.51%
% 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
15
Increased
82
Reduced
91
Closed
24
Calls
$27.3M
Puts
$38.1M
Net Calls
-$10.8M
Net Calls Change
-$8.19M

Top Buyers

Rank Fund Capital Flow
1
Stifel Financial
Stifel Financial
Missouri
+$60.9M
2
Millennium Management
Millennium Management
New York
+$48.6M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$19.2M
4
American Century Companies
American Century Companies
Missouri
+$16.6M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$12.6M

Top Sellers

Rank Fund Capital Flow
1
EAM
Eagle Asset Management
Florida
-$28.8M
2
Goldman Sachs
Goldman Sachs
New York
-$19.8M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$15M
4
Invesco
Invesco
Georgia
-$15M
5
ORI
Oak Ridge Investments
Illinois
-$11.5M

SF Hedge Fund Activity: Q3 2017 in Review

233 of the 4,022 institutional investors tracked by Wall St. Rank reported a position in Stifel (SF) for Q3 2017, worth a combined $3.27B — up 19% from $2.75B a quarter earlier.

Sellers outnumbered buyers: 24 funds closed out of SF and 15 opened new positions — a net loss of 9 holders — while 91 trimmed existing stakes and 82 added.

The largest buyer was Stifel Financial, adding an estimated $60.9M. The largest seller was Eagle Asset Management, cutting an estimated $28.8M.

  • 233 institutional investors held Stifel (SF) as of Q3 2017, down from 244 in Q2 2017.
  • Funds reported $3.27B of Stifel stock for Q3 2017, up 19% quarter-over-quarter.
  • 15 funds opened new Stifel positions in Q3 2017 and 24 closed out, a net change of -9 holders.
  • The largest Stifel buyer in Q3 2017 was Stifel Financial, an estimated $60.9M added.
  • The largest Stifel seller in Q3 2017 was Eagle Asset Management, an estimated $28.8M sold.

Based on aggregated 13F filings for Q3 2017.