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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
CFD
251
Creative Financial Designs
Indiana
$60K -$59 -2 -0.1%
BBHBI
252
B, B, H, & B Inc
Alabama
$59K +$52.8K +1,779 New
Parallax Volatility Advisers
253
Parallax Volatility Advisers
California
$56K +$49.3K +1,659 New
LFG
254
Larson Financial Group
Missouri
$52K +$119 +4 +0.3%
CAPTRUST Financial Advisors
255
CAPTRUST Financial Advisors
North Carolina
$40K +$4.63K +156 +15%
FBT
256
First Bank & Trust
South Dakota
$36K -$76.8K -2,586 -71%
PWPS
257
Pinnacle Wealth Planning Services
Ohio
$36K +$31.6K +1,064 New
QCG
258
Quadrant Capital Group
Ohio
$32K -$148 -5 -0.5%
FRA
259
Front Row Advisors
California
$31K -$30 -1 -0.1%
IA
260
IFP Advisors
Florida
$31K -$30 -1 -0.1%
SGAM
261
Smith Group Asset Management
Texas
$30K -$861 -29 -3%
S
262
SignatureFD
Georgia
$28K -$119 -4 -0.5%
Lazard Asset Management
263
Lazard Asset Management
New York
$28K +$2.61K +88 +12%
CI Investments Inc
264
CI Investments Inc
Ontario, Canada
$26K +$7.9K +266 +52%
BCA
265
Berman Capital Advisors
Georgia
$24K -$30 -1 -0.1%
SIC
266
Salem Investment Counselors
North Carolina
$23K
EW
267
Evoke Wealth
California
$21K +$18.3K +618 New
LWM
268
Liberty Wealth Management
California
$20K +$1.72K +58 +11%
FPS
269
Fieldpoint Private Securities
Connecticut
$20K +$17.3K +582 New
LC
270
Lindbrook Capital
California
$17K -$30 -1 -0.2%
VCG
271
Vantage Consulting Group
Virginia
$13K +$11.8K +396 New
AIG
272
American International Group
New York
$12.2K -$191K -6,444 -2%
CFGS
273
Concourse Financial Group Securities
Alabama
$12K -$2.91K -98 -21%
Rockefeller Capital Management
274
Rockefeller Capital Management
New York
$12K +$4.36K +147 +65%
Bessemer Group
275
Bessemer Group
New Jersey
$12K +$10.2K +342 New

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.