Stifel
268 hedge funds and large institutions have $3.27B invested in Stifel in 2019 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 95 increasing their positions, 87 reducing their positions, and 30 closing their positions.
400% more funds holding in top 10
Funds holding in top 10: 1 → 5 (+4)
40% more first-time investments, than exits
New positions opened: 42 | Existing positions closed: 30
27% more capital invested
Capital invested by funds: $2.56B → $3.27B (+$704M)
4% more funds holding
Funds holding: 258 → 268 (+10)
9% more repeat investments, than reductions
Existing positions increased: 95 | Existing positions reduced: 87
0.54% more ownership
Funds ownership: 193.38% → 193.92% (+0.54%)
3% less call options, than puts
Call options by funds: $14.2M | Put options by funds: $14.6M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SC
Samlyn Capital
New York
|
+$22.5M |
| 2 |
Hotchkis & Wiley Capital Management
Los Angeles,
California
|
+$19.3M |
| 3 |
Principal Financial Group
Des Moines,
Iowa
|
+$16.2M |
| 4 |
Dimensional Fund Advisors
Austin,
Texas
|
+$13.3M |
| 5 |
JCM
Junto Capital Management
New York
|
+$13M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACL
Azora Capital LP
Miami,
Florida
|
-$21.6M |
| 2 |
AllianceBernstein
Nashville,
Tennessee
|
-$15.4M |
| 3 |
Allianz Asset Management
Munich,
Germany
|
-$12.3M |
| 4 |
Bank of New York Mellon
New York
|
-$11.3M |
| 5 |
Balyasny Asset Management
Chicago,
Illinois
|
-$9.71M |
SF Hedge Fund Activity: Q1 2019 in Review
268 of the 4,633 institutional investors tracked by Wall St. Rank reported a position in Stifel (SF) for Q1 2019, worth a combined $3.27B — up 27% from $2.56B a quarter earlier.
Buyers outnumbered sellers: 42 funds opened new SF positions and 30 closed out — a net gain of 12 holders — while 95 added to existing stakes and 87 trimmed.
The largest buyer was Samlyn Capital, opening a new position worth an estimated $22.5M. The largest seller was Azora Capital LP, cutting an estimated $21.6M.
- 268 institutional investors held Stifel (SF) as of Q1 2019, up from 258 in Q4 2018.
- Funds reported $3.27B of Stifel stock for Q1 2019, up 27% quarter-over-quarter.
- 42 funds opened new Stifel positions in Q1 2019 and 30 closed out, a net change of +12 holders.
- The largest Stifel buyer in Q1 2019 was Samlyn Capital, an estimated $22.5M added.
- The largest Stifel seller in Q1 2019 was Azora Capital LP, an estimated $21.6M sold.
Based on aggregated 13F filings for Q1 2019.