We are live on ! Find out more
SF

Stifel
SF

270 hedge funds and large institutions have $3.2B invested in Stifel in 2018 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 94 increasing their positions, 108 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more call options, than puts

Call options by funds: $7.96M | Put options by funds: $5.45M

2.63% more ownership

Funds ownership: 194.47% → 197.11% (+2.6%)

1% less capital invested

Capital invested by funds: $3.23B → $3.2B (-$34.7M)

4% less funds holding

Funds holding: 282 → 270 (-12)

13% less repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 108

32% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 34

Holders
270
Holders Change
-12
Holders Change %
-4.26%
% of All Funds
6.15%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
23
Increased
94
Reduced
108
Closed
34
Calls
$7.96M
Puts
$5.45M
Net Calls
+$2.51M
Net Calls Change
-$7.84M

Top Buyers

Rank Fund Capital Flow
1
Millennium Management
Millennium Management
New York
+$48.2M
2
Macquarie Group
Macquarie Group
Australia
+$12.5M
3
HAM
Hillcrest Asset Management
Texas
+$10.5M
4
VOYA Investment Management
VOYA Investment Management
Georgia
+$8.44M
5
Citadel Advisors
Citadel Advisors
Florida
+$8.29M

Top Sellers

Rank Fund Capital Flow
1
Invesco
Invesco
Georgia
-$14.7M
2
Prudential Financial
Prudential Financial
New Jersey
-$11.3M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$11.2M
4
MCM
Maltese Capital Management
New York
-$7.32M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$7.13M

SF Hedge Fund Activity: Q3 2018 in Review

270 of the 4,391 institutional investors tracked by Wall St. Rank reported a position in Stifel (SF) for Q3 2018, worth a combined $3.2B — down 1.1% from $3.23B a quarter earlier.

Sellers outnumbered buyers: 34 funds closed out of SF and 23 opened new positions — a net loss of 11 holders — while 108 trimmed existing stakes and 94 added.

The largest buyer was Millennium Management, adding an estimated $48.2M. The largest seller was Invesco, cutting an estimated $14.7M.

  • 270 institutional investors held Stifel (SF) as of Q3 2018, down from 282 in Q2 2018.
  • Funds reported $3.2B of Stifel stock for Q3 2018, down 1.1% quarter-over-quarter.
  • 23 funds opened new Stifel positions in Q3 2018 and 34 closed out, a net change of -11 holders.
  • The largest Stifel buyer in Q3 2018 was Millennium Management, an estimated $48.2M added.
  • The largest Stifel seller in Q3 2018 was Invesco, an estimated $14.7M sold.

Based on aggregated 13F filings for Q3 2018.