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SF

Stifel

280 hedge funds and large institutions have $3.6B invested in Stifel in 2019 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 93 increasing their positions, 92 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

110% more call options, than puts

Call options by funds: $16M | Put options by funds: $7.65M

52% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 31

11% more capital invested

Capital invested by funds: $3.26B → $3.6B (+$343M)

4% more funds holding

Funds holding: 268280 (+12)

1% more repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 92

0.82% more ownership

Funds ownership: 193.46%194.27% (+0.82%)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

Holders
280
Holders Change
+12
Holders Change %
+4.48%
% of All Funds
6.08%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
47
Increased
93
Reduced
92
Closed
31
Calls
$16M
Puts
$7.65M
Net Calls
+$8.38M
Net Calls Change
+$8.78M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$481M -$5.73M -224,984 -1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$376M -$7.58M -297,556 -2%
Macquarie Group
3
Macquarie Group
Australia
$195M -$732K -28,766 -0.4%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$184M -$3.2M -125,609 -2%
State Street
5
State Street
Massachusetts
$136M +$2.92M +114,748 +2%
AllianceBernstein
6
AllianceBernstein
Tennessee
$123M +$119K +4,691 +0.1%
Fisher Asset Management
7
Fisher Asset Management
Washington
$107M -$1.91M -74,862 -2%
Goldman Sachs
8
Goldman Sachs
New York
$104M -$18.3M -720,155 -15%
Northern Trust
9
Northern Trust
Illinois
$98.1M +$1.41M +55,523 +2%
EARNEST Partners
10
EARNEST Partners
Georgia
$95.7M +$1.96M +76,815 +2%
Invesco
11
Invesco
Georgia
$87.2M +$37.3M +1,466,328 +79%
Stifel Financial
12
Stifel Financial
Missouri
$86.2M -$3.77M -148,052 -4%
Prudential Financial
13
Prudential Financial
New Jersey
$70.9M +$28.4M +1,116,378 +70%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$56.3M -$1.01M -39,478 -2%
Wells Fargo
15
Wells Fargo
California
$52.6M +$34K +1,334 +0.1%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$51.2M +$2.9M +113,814 +6%
Victory Capital Management
17
Victory Capital Management
Texas
$49.7M -$5.97M -234,646 -11%
Principal Financial Group
18
Principal Financial Group
Iowa
$44.8M +$6.91M +271,411 +19%
CCM
19
Channing Capital Management
Illinois
$44.3M -$9.18M -360,652 -18%
N
20
Nuveen
North Carolina
$42.5M +$41.2M +1,617,536 New
EAM
21
Eagle Asset Management
Florida
$41.5M -$67.1K -2,637 -0.2%
Norges Bank
22
Norges Bank
Norway
$40.5M
Hotchkis & Wiley Capital Management
23
Hotchkis & Wiley Capital Management
California
$40.4M -$23.2M -909,877 -37%
PCM
24
Peregrine Capital Management
Minnesota
$38.2M -$113K -4,437 -0.3%
CTA
25
Carillon Tower Advisers
Florida
$36.2M

SF Hedge Fund Activity: Q2 2019 in Review

280 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Stifel (SF) for Q2 2019, worth a combined $3.6B — up 11% from $3.26B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new SF positions and 31 closed out — a net gain of 16 holders — while 93 added to existing stakes and 92 trimmed.

The largest buyer was Nuveen, opening a new position worth an estimated $41.2M. The largest seller was Samlyn Capital, exiting entirely with an estimated $23.3M sold.

  • 280 institutional investors held Stifel (SF) as of Q2 2019, up from 268 in Q1 2019.
  • Funds reported $3.6B of Stifel stock for Q2 2019, up 11% quarter-over-quarter.
  • 47 funds opened new Stifel positions in Q2 2019 and 31 closed out, a net change of +16 holders.
  • The largest Stifel buyer in Q2 2019 was Nuveen, an estimated $41.2M added.
  • The largest Stifel seller in Q2 2019 was Samlyn Capital, an estimated $23.3M sold.

Based on aggregated 13F filings for Q2 2019.