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SF

Stifel
SF

267 hedge funds and large institutions have $2.37B invested in Stifel in 2020 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 112 increasing their positions, 86 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

574% more call options, than puts

Call options by funds: $12.1M | Put options by funds: $1.79M

30% more repeat investments, than reductions

Existing positions increased: 112 | Existing positions reduced: 86

5.63% less ownership

Funds ownership: 192.01% → 186.38% (-5.6%)

7% less funds holding

Funds holding: 286 → 267 (-19)

25% less funds holding in top 10

Funds holding in top 10: 4 → 3 (-1)

32% less first-time investments, than exits

New positions opened: 34 | Existing positions closed: 50

33% less capital invested

Capital invested by funds: $3.53B → $2.37B (-$1.16B)

Holders
267
Holders Change
-19
Holders Change %
-6.64%
% of All Funds
5.88%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.07%
New
34
Increased
112
Reduced
86
Closed
50
Calls
$12.1M
Puts
$1.79M
Net Calls
+$10.3M
Net Calls Change
-$845K

Top Buyers

1
Victory Capital Management
Victory Capital Management
Texas
+$50.7M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$24.4M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$17.6M
4
AQR Capital Management
AQR Capital Management
Connecticut
+$13M
5
CCM
Channing Capital Management
Illinois
+$10.2M

Top Sellers

1
AllianceBernstein
AllianceBernstein
Tennessee
-$49.1M
2
APG Asset Management
APG Asset Management
Netherlands
-$31.4M
3
BlackRock
BlackRock
New York
-$28.6M
4
CRM
Cramer Rosenthal McGlynn
Connecticut
-$27.3M
5
Invesco
Invesco
Georgia
-$15.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
1
BlackRock
New York
$335M -$28.6M -1,141,268 -6%
Vanguard Group
2
Vanguard Group
Pennsylvania
$266M +$17.6M +704,644 +5%
Macquarie Group
3
Macquarie Group
Australia
$149M +$8.81M +351,864 +5%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$119M -$4.22M -168,586 -3%
State Street
5
State Street
Massachusetts
$89.9M +$3.02M +120,402 +3%
EARNEST Partners
6
EARNEST Partners
Georgia
$84.9M +$8.18M +326,612 +8%
Victory Capital Management
7
Victory Capital Management
Texas
$73.5M +$50.7M +2,023,654 +102%
Northern Trust
8
Northern Trust
Illinois
$67.7M +$174K +6,962 +0.2%
Stifel Financial
9
Stifel Financial
Missouri
$63.9M +$3.22M +128,417 +4%
Goldman Sachs
10
Goldman Sachs
New York
$57.3M -$6.37M -254,291 -8%
Prudential Financial
11
Prudential Financial
New Jersey
$52.1M +$8.27M +330,046 +13%
AllianceBernstein
12
AllianceBernstein
Tennessee
$49.7M -$49.1M -1,958,386 -42%
Fisher Asset Management
13
Fisher Asset Management
Washington
$49.6M -$8.02M -320,198 -11%
Invesco
14
Invesco
Georgia
$49.3M -$15.8M -629,435 -19%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$41.5M +$4.35M +173,689 +8%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$37M -$222K -8,871 -0.4%
CCM
17
Channing Capital Management
Illinois
$34.2M +$10.2M +409,052 +28%
Norges Bank
18
Norges Bank
Norway
$29.1M – – –
Hotchkis & Wiley Capital Management
19
Hotchkis & Wiley Capital Management
California
$28.6M +$4.34M +173,317 +13%
N
20
Nuveen
North Carolina
$27.9M +$2.68M +107,138 +8%
JP Morgan Chase
21
JP Morgan Chase
New York
$25.8M +$4.76M +189,869 +16%
Charles Schwab
22
Charles Schwab
California
$25.4M +$4.69M +187,065 +16%
Principal Financial Group
23
Principal Financial Group
Iowa
$25.4M -$7.04M -281,239 -17%
AQR Capital Management
24
AQR Capital Management
Connecticut
$24.5M +$13M +519,364 +64%
GKIM
25
GW&K Investment Management
Massachusetts
$24M -$1.61M -64,215 -5%
1
2 3 4 5

SF Hedge Fund Activity: Q1 2020 in Review

267 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Stifel (SF) for Q1 2020, worth a combined $2.37B — down 33% from $3.53B a quarter earlier.

Sellers outnumbered buyers: 50 funds closed out of SF and 34 opened new positions — a net loss of 16 holders — while 86 trimmed existing stakes and 112 added.

The largest buyer was Victory Capital Management, adding an estimated $50.7M. The largest seller was AllianceBernstein, cutting an estimated $49.1M.

  • 267 institutional investors held Stifel (SF) as of Q1 2020, down from 286 in Q4 2019.
  • Funds reported $2.37B of Stifel stock for Q1 2020, down 33% quarter-over-quarter.
  • 34 funds opened new Stifel positions in Q1 2020 and 50 closed out, a net change of -16 holders.
  • The largest Stifel buyer in Q1 2020 was Victory Capital Management, an estimated $50.7M added.
  • The largest Stifel seller in Q1 2020 was AllianceBernstein, an estimated $49.1M sold.

Based on aggregated 13F filings for Q1 2020.