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SF

Stifel

348 hedge funds and large institutions have $6.17B invested in Stifel in 2021 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 122 increasing their positions, 119 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

722% more call options, than puts

Call options by funds: $12.8M | Put options by funds: $1.56M

79% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 33

75% more funds holding in top 10

Funds holding in top 10: 47 (+3)

6% more funds holding

Funds holding: 328348 (+20)

3% more repeat investments, than reductions

Existing positions increased: 122 | Existing positions reduced: 119

2% more capital invested

Capital invested by funds: $6.04B → $6.17B (+$122M)

1.08% less ownership

Funds ownership: 127.47%126.39% (-1.1%)

Holders
348
Holders Change
+20
Holders Change %
+6.1%
% of All Funds
5.36%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.11%
New
59
Increased
122
Reduced
119
Closed
33
Calls
$12.8M
Puts
$1.56M
Net Calls
+$11.2M
Net Calls Change
-$4.23M
Name Holding Trade Value Shares
Change
Change in
Stake
IIC
226
Integrated Investment Consultants
Michigan
$416K -$340 -7 -0.1%
QCM
227
Quantinno Capital Management
New York
$401K -$238K -4,896 -36%
HC
228
Henshaw Capital
Massachusetts
$397K
SCM
229
Shelton Capital Management
Colorado
$391K -$13.8K -285 -3%
FMBTD
230
First Midwest Bank Trust Division
Illinois
$391K
KNFPWM
231
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$380K +$394K +8,105 New
URS
232
Utah Retirement Systems
Utah
$380K +$7.28K +150 +2%
PA
233
Profund Advisors
Maryland
$378K -$15.6K -322 -4%
BRWA
234
B. Riley Wealth Advisors
Florida
$355K +$28.1K +579 +8%
CP
235
Covenant Partners
Tennessee
$354K
FCH
236
Freestone Capital Holdings
Washington
$352K +$364K +7,500 New
DT
237
Diversified Trust
Tennessee
$340K +$352K +7,253 New
Jane Street
238
Jane Street
New York
$330K -$63.5K -1,308 -16%
FB
239
Fulton Bank
Pennsylvania
$319K +$7.96K +164 +2%
Arrowstreet Capital
240
Arrowstreet Capital
Massachusetts
$311K -$538K -11,085 -63%
OLA
241
Oliver Luxxe Assets
New Jersey
$309K +$14.2K +293 +5%
CIBC Asset Management
242
CIBC Asset Management
Ontario, Canada
$304K -$49 -1 -0%
RCM
243
Radnor Capital Management
Pennsylvania
$300K +$311K +6,401 New
SWP
244
Stratos Wealth Partners
Ohio
$299K +$19.4K +400 +7%
Nisa Investment Advisors
245
Nisa Investment Advisors
Missouri
$292K -$123K -2,535 -30%
FAM
246
Formidable Asset Management
Ohio
$289K
CM
247
Capital Management
Virginia
$282K
RWP
248
RWA Wealth Partners
Massachusetts
$274K
OAM
249
Origin Asset Management
United Kingdom
$273K +$283K +5,834 New
Janney Montgomery Scott
250
Janney Montgomery Scott
Pennsylvania
$267K +$276K +5,694 New

SF Hedge Fund Activity: Q4 2021 in Review

348 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Stifel (SF) for Q4 2021, worth a combined $6.17B — up 2% from $6.04B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new SF positions and 33 closed out — a net gain of 26 holders — while 122 added to existing stakes and 119 trimmed.

The largest buyer was BlackRock, adding an estimated $54.1M. The largest seller was Wells Fargo, cutting an estimated $40.9M.

  • 348 institutional investors held Stifel (SF) as of Q4 2021, up from 328 in Q3 2021.
  • Funds reported $6.17B of Stifel stock for Q4 2021, up 2% quarter-over-quarter.
  • 59 funds opened new Stifel positions in Q4 2021 and 33 closed out, a net change of +26 holders.
  • The largest Stifel buyer in Q4 2021 was BlackRock, an estimated $54.1M added.
  • The largest Stifel seller in Q4 2021 was Wells Fargo, an estimated $40.9M sold.

Based on aggregated 13F filings for Q4 2021.