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SF

Stifel
SF

278 hedge funds and large institutions have $3.64B invested in Stifel in 2017 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 86 increasing their positions, 93 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

354% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 13

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

19% more funds holding

Funds holding: 233 → 278 (+45)

12% more capital invested

Capital invested by funds: $3.26B → $3.64B (+$375M)

1.6% more ownership

Funds ownership: 201.41% → 203% (+1.6%)

8% less repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 93

16% less call options, than puts

Call options by funds: $14.3M | Put options by funds: $17M

Holders
278
Holders Change
+45
Holders Change %
+19.31%
% of All Funds
6.31%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
59
Increased
86
Reduced
93
Closed
13
Calls
$14.3M
Puts
$17M
Net Calls
-$2.73M
Net Calls Change
+$19.5M

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
+$20.2M
2
FWIA
Fort Washington Investment Advisors
Ohio
+$16M
3
MFIMFI
Mesirow Financial Investment Management - Fixed Income
Illinois
+$15.1M
4
AllianceBernstein
AllianceBernstein
Tennessee
+$11.5M
5
BlackRock
BlackRock
New York
+$11.4M

Top Sellers

1
EAM
Eagle Asset Management
Florida
-$35.7M
2
Invesco
Invesco
Georgia
-$16.3M
3
SAM
Sentinel Asset Management
Vermont
-$15.5M
4
American Century Companies
American Century Companies
Missouri
-$12.5M
5
Bank of America
Bank of America
North Carolina
-$9.86M
Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
1
BlackRock
New York
$433M +$11.4M +464,405 +3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$333M +$3.34M +136,606 +1%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$181M -$1.54M -62,991 -0.9%
State Street
4
State Street
Massachusetts
$140M +$5.14M +209,976 +4%
Macquarie Group
5
Macquarie Group
Australia
$134M -$6.99M -285,617 -5%
Goldman Sachs
6
Goldman Sachs
New York
$126M +$20.2M +823,873 +21%
Fisher Asset Management
7
Fisher Asset Management
Washington
$122M -$1.96M -80,046 -2%
Invesco
8
Invesco
Georgia
$121M -$16.3M -667,944 -13%
AllianceBernstein
9
AllianceBernstein
Tennessee
$116M +$11.5M +468,029 +12%
EARNEST Partners
10
EARNEST Partners
Georgia
$96.4M -$4.15M -169,697 -4%
Northern Trust
11
Northern Trust
Illinois
$90.4M -$2.38M -97,220 -3%
Stifel Financial
12
Stifel Financial
Missouri
$80.6M -$1.11M -45,205 -1%
Boston Partners
13
Boston Partners
Massachusetts
$75.4M +$4.93M +201,382 +8%
Millennium Management
14
Millennium Management
New York
$70.5M -$2.46M -100,541 -4%
Victory Capital Management
15
Victory Capital Management
Texas
$68.2M -$879K -35,935 -1%
CCM
16
Channing Capital Management
Illinois
$66.2M +$9.34M +381,665 +18%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$59M +$1.15M +47,043 +2%
CRM
18
Cramer Rosenthal McGlynn
Connecticut
$56.3M -$3.22M -131,537 -6%
Fidelity Investments
19
Fidelity Investments
Massachusetts
$52.6M -$7.69M -314,242 -14%
Wells Fargo
20
Wells Fargo
California
$50.4M +$7.77M +317,536 +20%
EAM
21
Eagle Asset Management
Florida
$45.4M -$35.7M -1,460,977 -46%
PCM
22
Peregrine Capital Management
Minnesota
$43.5M -$502K -20,504 -1%
GKIM
23
GW&K Investment Management
Massachusetts
$37.1M -$4.53M -185,152 -12%
Thrivent Financial for Lutherans
24
Thrivent Financial for Lutherans
Minnesota
$36.5M +$16.2K +662 +0%
Ameriprise
25
Ameriprise
Minnesota
$35.1M +$1.36M +55,714 +4%
1
2 3 4 5

SF Hedge Fund Activity: Q4 2017 in Review

278 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Stifel (SF) for Q4 2017, worth a combined $3.64B — up 12% from $3.26B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new SF positions and 13 closed out — a net gain of 46 holders — while 86 added to existing stakes and 93 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $20.2M. The largest seller was Eagle Asset Management, cutting an estimated $35.7M.

  • 278 institutional investors held Stifel (SF) as of Q4 2017, up from 233 in Q3 2017.
  • Funds reported $3.64B of Stifel stock for Q4 2017, up 12% quarter-over-quarter.
  • 59 funds opened new Stifel positions in Q4 2017 and 13 closed out, a net change of +46 holders.
  • The largest Stifel buyer in Q4 2017 was Goldman Sachs, an estimated $20.2M added.
  • The largest Stifel seller in Q4 2017 was Eagle Asset Management, an estimated $35.7M sold.

Based on aggregated 13F filings for Q4 2017.