Stifel
266 hedge funds and large institutions have $3.38B invested in Stifel in 2019 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 82 increasing their positions, 106 reducing their positions, and 40 closing their positions.
220% more call options, than puts
Call options by funds: $14.1M | Put options by funds: $4.43M
3.39% less ownership
Funds ownership: 194.27% → 190.89% (-3.4%)
5% less funds holding
Funds holding: 280 → 266 (-14)
6% less capital invested
Capital invested by funds: $3.6B → $3.38B (-$222M)
23% less repeat investments, than reductions
Existing positions increased: 82 | Existing positions reduced: 106
35% less first-time investments, than exits
New positions opened: 26 | Existing positions closed: 40
60% less funds holding in top 10
Funds holding in top 10: 5 → 2 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
APG Asset Management
Amsterdam,
Netherlands
|
+$25.9M |
| 2 |
EARNEST Partners
Atlanta,
Georgia
|
+$8.74M |
| 3 |
Man Group
London,
United Kingdom
|
+$8.34M |
| 4 |
AQR Capital Management
Greenwich,
Connecticut
|
+$8.13M |
| 5 |
BlackRock
New York
|
+$7.28M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EAM
Eagle Asset Management
St Petersburg,
Florida
|
-$41.5M |
| 2 |
CTA
Carillon Tower Advisers
St. Petersburg,
Florida
|
-$36.2M |
| 3 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
-$21.4M |
| 4 |
PFMOSF
Philadelphia Financial Management of San Francisco
San Francisco,
California
|
-$17.6M |
| 5 |
Goldman Sachs
New York
|
-$14.8M |
SF Hedge Fund Activity: Q3 2019 in Review
266 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Stifel (SF) for Q3 2019, worth a combined $3.38B — down 6.1% from $3.6B a quarter earlier.
Sellers outnumbered buyers: 40 funds closed out of SF and 26 opened new positions — a net loss of 14 holders — while 106 trimmed existing stakes and 82 added.
The largest buyer was APG Asset Management, adding an estimated $25.9M. The largest seller was Eagle Asset Management, exiting entirely with an estimated $41.5M sold.
- 266 institutional investors held Stifel (SF) as of Q3 2019, down from 280 in Q2 2019.
- Funds reported $3.38B of Stifel stock for Q3 2019, down 6.1% quarter-over-quarter.
- 26 funds opened new Stifel positions in Q3 2019 and 40 closed out, a net change of -14 holders.
- The largest Stifel buyer in Q3 2019 was APG Asset Management, an estimated $25.9M added.
- The largest Stifel seller in Q3 2019 was Eagle Asset Management, an estimated $41.5M sold.
Based on aggregated 13F filings for Q3 2019.