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SF

Stifel

277 hedge funds and large institutions have $2.98B invested in Stifel in 2020 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 89 increasing their positions, 102 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

106% more call options, than puts

Call options by funds: $6.87M | Put options by funds: $3.33M

27% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 30

8% more capital invested

Capital invested by funds: $2.75B → $2.98B (+$224M)

2.48% more ownership

Funds ownership: 190.81%193.28% (+2.5%)

2% more funds holding

Funds holding: 271277 (+6)

13% less repeat investments, than reductions

Existing positions increased: 89 | Existing positions reduced: 102

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

Holders
277
Holders Change
+6
Holders Change %
+2.21%
% of All Funds
5.59%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.1%
New
38
Increased
89
Reduced
102
Closed
30
Calls
$6.87M
Puts
$3.33M
Net Calls
+$3.54M
Net Calls Change
-$8.58M
Name Holding Trade Value Shares
Change
Change in
Stake
Walleye Trading
226
Walleye Trading
New York
$133K +$132K +5,933 New
Barrow, Hanley, Mewhinney & Strauss
227
Barrow, Hanley, Mewhinney & Strauss
Texas
$107K -$622K -27,871 -85%
Ohio Public Employees Retirement System (OPERS)
228
Ohio Public Employees Retirement System (OPERS)
Ohio
$89K -$2.54M -113,607 -97%
HIA
229
Harbor Investment Advisory
Maryland
$87K +$47.8K +2,142 +124%
FBT
230
First Bank & Trust
South Dakota
$82K
IRC
231
Investors Research Corp
Georgia
$77K
CTB
232
Country Trust Bank
Illinois
$76K
FHA
233
First Horizon Advisors
Tennessee
$65K
SNT
234
Security National Trust
West Virginia
$51K
AssetMark Inc
235
AssetMark Inc
California
$49K +$8.8K +394 +22%
CFD
236
Creative Financial Designs
Indiana
$40K
LFG
237
Larson Financial Group
Missouri
$35K +$89 +4 +0.3%
SIAS
238
Shine Investment Advisory Services
Colorado
$33K
FRA
239
Front Row Advisors
California
$29K +$201 +9 +1%
CAPTRUST Financial Advisors
240
CAPTRUST Financial Advisors
North Carolina
$24K +$3.53K +158 +18%
QCG
241
Quadrant Capital Group
Ohio
$22K -$44.1K -1,974 -67%
IA
242
IFP Advisors
Florida
$21K +$2.17K +97 +12%
PHK
243
Point72 Hong Kong
Hong Kong
$20K -$108K -4,844 -84%
SGAM
244
Smith Group Asset Management
Texas
$20K +$14.1K +630 +224%
S
245
SignatureFD
Georgia
$19K +$5.74K +257 +45%
AAMU
246
Amundi Asset Management US
Massachusetts
$18K
BCA
247
Berman Capital Advisors
Georgia
$16K -$558 -25 -3%
Lazard Asset Management
248
Lazard Asset Management
New York
$16K
SIC
249
Salem Investment Counselors
North Carolina
$15K
BFEC
250
Benjamin F. Edwards & Company
Missouri
$13K

SF Hedge Fund Activity: Q3 2020 in Review

277 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Stifel (SF) for Q3 2020, worth a combined $2.98B — up 8.1% from $2.75B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new SF positions and 30 closed out — a net gain of 8 holders — while 89 added to existing stakes and 102 trimmed.

The largest buyer was AllianceBernstein, adding an estimated $94.8M. The largest seller was BlackRock, cutting an estimated $18.2M.

  • 277 institutional investors held Stifel (SF) as of Q3 2020, up from 271 in Q2 2020.
  • Funds reported $2.98B of Stifel stock for Q3 2020, up 8.1% quarter-over-quarter.
  • 38 funds opened new Stifel positions in Q3 2020 and 30 closed out, a net change of +8 holders.
  • The largest Stifel buyer in Q3 2020 was AllianceBernstein, an estimated $94.8M added.
  • The largest Stifel seller in Q3 2020 was BlackRock, an estimated $18.2M sold.

Based on aggregated 13F filings for Q3 2020.