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SF

Stifel

288 hedge funds and large institutions have $3.73B invested in Stifel in 2018 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 103 increasing their positions, 94 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more call options, than puts

Call options by funds: $13.5M | Put options by funds: $8.31M

45% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 33

4% more funds holding

Funds holding: 278288 (+10)

10% more repeat investments, than reductions

Existing positions increased: 103 | Existing positions reduced: 94

3% more capital invested

Capital invested by funds: $3.64B → $3.73B (+$91.4M)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

5.73% less ownership

Funds ownership: 203%197.28% (-5.7%)

Holders
288
Holders Change
+10
Holders Change %
+3.6%
% of All Funds
6.6%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
48
Increased
103
Reduced
94
Closed
33
Calls
$13.5M
Puts
$8.31M
Net Calls
+$5.23M
Net Calls Change
+$7.96M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$450M +$21.2M +747,796 +5%
Vanguard Group
2
Vanguard Group
Pennsylvania
$341M +$11.3M +399,582 +3%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$169M -$11.7M -413,703 -6%
Macquarie Group
4
Macquarie Group
Australia
$139M +$6.14M +216,537 +4%
State Street
5
State Street
Massachusetts
$138M -$1.13M -39,809 -0.8%
Goldman Sachs
6
Goldman Sachs
New York
$125M -$320K -11,291 -0.2%
Fisher Asset Management
7
Fisher Asset Management
Washington
$117M -$3.91M -138,006 -3%
AllianceBernstein
8
AllianceBernstein
Tennessee
$115M -$926K -32,688 -0.7%
EARNEST Partners
9
EARNEST Partners
Georgia
$96.5M +$664K +23,438 +0.6%
Northern Trust
10
Northern Trust
Illinois
$90.8M +$969K +34,196 +1%
Stifel Financial
11
Stifel Financial
Missouri
$90.2M +$10.8M +381,490 +13%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$71.8M +$14.1M +499,340 +22%
Victory Capital Management
13
Victory Capital Management
Texas
$66.6M -$1.36M -48,084 -2%
Invesco
14
Invesco
Georgia
$65.6M -$58.6M -2,068,432 -45%
CCM
15
Channing Capital Management
Illinois
$64.9M -$964K -34,035 -1%
Prudential Financial
16
Prudential Financial
New Jersey
$64.2M +$46M +1,624,880 +200%
Boston Partners
17
Boston Partners
Massachusetts
$55.9M -$20.5M -724,298 -25%
Wells Fargo
18
Wells Fargo
California
$50.4M +$336K +11,853 +0.6%
CRM
19
Cramer Rosenthal McGlynn
Connecticut
$45.6M -$11.2M -394,088 -19%
Fidelity Investments
20
Fidelity Investments
Massachusetts
$45.1M -$7.71M -272,250 -14%
EAM
21
Eagle Asset Management
Florida
$43.5M -$1.7M -59,834 -3%
Ameriprise
22
Ameriprise
Minnesota
$43M +$8.69M +306,860 +23%
PCM
23
Peregrine Capital Management
Minnesota
$39.8M -$3.65M -128,966 -8%
O
24
OppenheimerFunds
New York
$39.2M +$14.6M +513,511 +53%
CTA
25
Carillon Tower Advisers
Florida
$38.1M -$1.68M -59,235 -4%

SF Hedge Fund Activity: Q1 2018 in Review

288 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in Stifel (SF) for Q1 2018, worth a combined $3.73B — up 2.5% from $3.64B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new SF positions and 33 closed out — a net gain of 15 holders — while 103 added to existing stakes and 94 trimmed.

The largest buyer was Prudential Financial, adding an estimated $46M. The largest seller was Millennium Management, cutting an estimated $70.3M.

  • 288 institutional investors held Stifel (SF) as of Q1 2018, up from 278 in Q4 2017.
  • Funds reported $3.73B of Stifel stock for Q1 2018, up 2.5% quarter-over-quarter.
  • 48 funds opened new Stifel positions in Q1 2018 and 33 closed out, a net change of +15 holders.
  • The largest Stifel buyer in Q1 2018 was Prudential Financial, an estimated $46M added.
  • The largest Stifel seller in Q1 2018 was Millennium Management, an estimated $70.3M sold.

Based on aggregated 13F filings for Q1 2018.