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SF

Stifel

296 hedge funds and large institutions have $4.6B invested in Stifel in 2020 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 84 increasing their positions, 146 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,425% more call options, than puts

Call options by funds: $38.4M | Put options by funds: $2.52M

96% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 24

55% more capital invested

Capital invested by funds: $2.98B → $4.6B (+$1.63B)

7% more funds holding

Funds holding: 277296 (+19)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

42% less repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 146

60.17% less ownership

Funds ownership: 193.28%133.11% (-60%)

Holders
296
Holders Change
+19
Holders Change %
+6.86%
% of All Funds
5.24%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
47
Increased
84
Reduced
146
Closed
24
Calls
$38.4M
Puts
$2.52M
Net Calls
+$35.9M
Net Calls Change
+$32.3M
Name Holding Trade Value Shares
Change
Change in
Stake
SCM
226
Shelton Capital Management
Colorado
$290K -$19.4K -652 -7%
LPL Financial
227
LPL Financial
California
$290K +$256K +8,627 New
IIC
228
Integrated Investment Consultants
Michigan
$279K +$246K +8,282 New
HW
229
Hancock Whitney
Mississippi
$272K +$240K +8,091 New
LIA
230
LS Investment Advisors
Michigan
$266K +$235K +7,899 New
Truist Financial
231
Truist Financial
North Carolina
$252K +$224K +7,529 New
PCG
232
Private Capital Group
Connecticut
$247K +$25.8K +869 +13%
PAM
233
Premier Asset Management
Illinois
$241K +$213K +7,164 New
BWA
234
Beam Wealth Advisors
Louisiana
$229K +$202K +6,800 New
BFM
235
Boothbay Fund Management
New York
$227K -$80.2K -2,700 -29%
AA
236
AQR Arbitrage
Connecticut
$226K +$199K +6,716 New
Neuberger Berman Group
237
Neuberger Berman Group
New York
$211K +$186K +6,273 New
MFG
238
Magnus Financial Group
New York
$208K +$183K +6,173 New
CIBC Asset Management
239
CIBC Asset Management
Ontario, Canada
$206K +$182K +6,125 New
BF
240
BOK Financial
Oklahoma
$203K +$179K +6,024 New
SWP
241
Stratos Wealth Partners
Ohio
$200K +$176K +5,931 New
HIA
242
Harbor Investment Advisory
Maryland
$189K +$52.2K +1,759 +45%
Ohio Public Employees Retirement System (OPERS)
243
Ohio Public Employees Retirement System (OPERS)
Ohio
$136K +$2.97K +100 +3%
IRC
244
Investors Research Corp
Georgia
$115K -$59 -2 -0.1%
CTB
245
Country Trust Bank
Illinois
$114K
FHA
246
First Horizon Advisors
Tennessee
$99K +$1.1K +37 +1%
FC
247
FORA Capital
Florida
$99K +$87.3K +2,942 New
PA
248
Parallel Advisors
California
$77K -$395K -13,311 -85%
SNT
249
Security National Trust
West Virginia
$76K
AssetMark Inc
250
AssetMark Inc
California
$73K -$178 -6 -0.3%

SF Hedge Fund Activity: Q4 2020 in Review

296 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Stifel (SF) for Q4 2020, worth a combined $4.6B — up 55% from $2.98B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new SF positions and 24 closed out — a net gain of 23 holders — while 84 added to existing stakes and 146 trimmed.

The largest buyer was Capital Research Global Investors, opening a new position worth an estimated $266M. The largest seller was Prudential Financial, cutting an estimated $46M.

  • 296 institutional investors held Stifel (SF) as of Q4 2020, up from 277 in Q3 2020.
  • Funds reported $4.6B of Stifel stock for Q4 2020, up 55% quarter-over-quarter.
  • 47 funds opened new Stifel positions in Q4 2020 and 24 closed out, a net change of +23 holders.
  • The largest Stifel buyer in Q4 2020 was Capital Research Global Investors, an estimated $266M added.
  • The largest Stifel seller in Q4 2020 was Prudential Financial, an estimated $46M sold.

Based on aggregated 13F filings for Q4 2020.