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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
CIA
251
CSat Investment Advisory
Michigan
$13K +$1.61K +72 +14%
LC
252
Lindbrook Capital
California
$12K
LWM
253
Liberty Wealth Management
California
$12K +$45 +2 +0.4%
Fidelity Investments
254
Fidelity Investments
Massachusetts
$12K +$2.86K +128 +30%
CI Investments Inc
255
CI Investments Inc
Ontario, Canada
$11K +$11.3K +508 New
CFGS
256
Concourse Financial Group Securities
Alabama
$10K +$1.5K +67 +17%
SFSIG
257
San Francisco Sentry Investment Group
California
$8K
CAW
258
Cornerstone Advisors (Washington)
Washington
$7K
NNP
259
Nachman Norwood & Parrott
South Carolina
$7K +$7.28K +326 New
Rockefeller Capital Management
260
Rockefeller Capital Management
New York
$5K -$4.06K -182 -45%
EI
261
Ellevest Inc
New York
$5K +$112 +5 +2%
GWS
262
Glassman Wealth Services
Virginia
$5K +$4.38K +196 +1,782%
HCP
263
Hexagon Capital Partners
Arkansas
$5K +$4.38K +196 New
ASN
264
Advisory Services Network
Georgia
$3K +$3.01K +135 New
AII
265
AGF Investments Inc
Ontario, Canada
$2K
BWM
266
BNC Wealth Management
Oregon
$2K +$2.01K +90 New
CWC
267
Carolinas Wealth Consulting
North Carolina
$2K +$2.1K +94 New
Millennium Management
268
Millennium Management
New York
$1.09K +$531K +23,793 +96%
CAM
269
ClariVest Asset Management
California
$1K -$718K -32,175 -100%
HGWM
270
Harvest Group Wealth Management
Massachusetts
$1K
PFGIA
271
Patriot Financial Group Insurance Agency
Massachusetts
$1K
PWMG
272
Prestige Wealth Management Group
New Jersey
$1K
SFS
273
Sowell Financial Services
Arkansas
$1K
PFWA
274
Paces Ferry Wealth Advisors
Georgia
$1K +$804 +36 New
WT
275
Washington Trust
Rhode Island
$1K +$1.21K +54 New

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.