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SF

Stifel

328 hedge funds and large institutions have $6.04B invested in Stifel in 2021 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 98 increasing their positions, 137 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more call options, than puts

Call options by funds: $19.3M | Put options by funds: $3.87M

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

6% more capital invested

Capital invested by funds: $5.72B → $6.04B (+$327M)

1.17% more ownership

Funds ownership: 126.3%127.47% (+1.2%)

4% less funds holding

Funds holding: 342328 (-14)

26% less first-time investments, than exits

New positions opened: 31 | Existing positions closed: 42

28% less repeat investments, than reductions

Existing positions increased: 98 | Existing positions reduced: 137

Holders
328
Holders Change
-14
Holders Change %
-4.09%
% of All Funds
5.74%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
31
Increased
98
Reduced
137
Closed
42
Calls
$19.3M
Puts
$3.87M
Net Calls
+$15.5M
Net Calls Change
-$180K
Name Holding Trade Value Shares
Change
Change in
Stake
PA
226
Profund Advisors
Maryland
$379K -$65.5K -1,470 -15%
Jane Street
227
Jane Street
New York
$378K -$13.2M -295,862 -97%
FMBTD
228
First Midwest Bank Trust Division
Illinois
$377K -$85.3K -1,913 -19%
VPIM
229
Vanguard Personalized Indexing Management
California
$367K +$361K +8,103 New
URS
230
Utah Retirement Systems
Utah
$360K
CP
231
Covenant Partners
Tennessee
$342K
TI
232
Trexquant Investment
Connecticut
$329K -$418K -9,367 -56%
BRWA
233
B. Riley Wealth Advisors
Florida
$317K +$311K +6,983 New
GAM
234
Gotham Asset Management
New York
$311K +$535 +12 +0.2%
BWA
235
Beam Wealth Advisors
Louisiana
$301K
FB
236
Fulton Bank
Pennsylvania
$301K +$4.41K +99 +2%
VRS
237
Virginia Retirement Systems
Virginia
$299K +$40.1K +900 +16%
CIBC Asset Management
238
CIBC Asset Management
Ontario, Canada
$293K +$29K +651 +11%
CM
239
Capula Management
Cayman Islands
$287K +$283K +6,344 New
OLA
240
Oliver Luxxe Assets
New Jersey
$285K -$142K -3,188 -34%
CM
241
Capital Management
Virginia
$272K
SWP
242
Stratos Wealth Partners
Ohio
$271K +$535 +12 +0.2%
FAM
243
Formidable Asset Management
Ohio
$265K
RWP
244
RWA Wealth Partners
Massachusetts
$265K
CIP
245
Cornerstone Investment Partners
Georgia
$258K +$254K +5,688 New
SEC
246
Seven Eight Capital
New York
$248K -$936K -21,000 -79%
DA
247
Detalus Advisors
Missouri
$248K
IC
248
Intersect Capital
California
$237K -$2.9K -65 -1%
BF
249
BOK Financial
Oklahoma
$237K +$233K +5,228 New
WAM
250
World Asset Management
Michigan
$236K -$12K -269 -5%

SF Hedge Fund Activity: Q3 2021 in Review

328 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Stifel (SF) for Q3 2021, worth a combined $6.04B — up 5.7% from $5.72B a quarter earlier.

Sellers outnumbered buyers: 42 funds closed out of SF and 31 opened new positions — a net loss of 11 holders — while 137 trimmed existing stakes and 98 added.

The largest buyer was Prudential Financial, adding an estimated $39M. The largest seller was Dimensional Fund Advisors, cutting an estimated $29.9M.

  • 328 institutional investors held Stifel (SF) as of Q3 2021, down from 342 in Q2 2021.
  • Funds reported $6.04B of Stifel stock for Q3 2021, up 5.7% quarter-over-quarter.
  • 31 funds opened new Stifel positions in Q3 2021 and 42 closed out, a net change of -11 holders.
  • The largest Stifel buyer in Q3 2021 was Prudential Financial, an estimated $39M added.
  • The largest Stifel seller in Q3 2021 was Dimensional Fund Advisors, an estimated $29.9M sold.

Based on aggregated 13F filings for Q3 2021.