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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
FFIC
251
First Fiduciary Investment Counsel
Ohio
$234K
II
252
Inspire Investing
Idaho
$229K +$225K +5,049 New
MPM
253
Meritage Portfolio Management
Kansas
$228K +$1.38K +31 +0.6%
HIA
254
Harbor Investment Advisory
Maryland
$223K -$14K -315 -6%
Sumitomo Mitsui Trust Group
255
Sumitomo Mitsui Trust Group
Japan
$217K +$214K +4,800 New
KAS
256
Kestra Advisory Services
Texas
$215K -$8.29K -186 -4%
CI
257
Cigna Investments
Connecticut
$209K -$6.69K -150 -3%
Franklin Resources
258
Franklin Resources
California
$207K +$204K +4,569 New
BB
259
Busey Bank
Illinois
$204K +$201K +4,500 New
UAML
260
US Asset Management LLC
Pennsylvania
$181K +$178K +4,001 New
CAPTRUST Financial Advisors
261
CAPTRUST Financial Advisors
North Carolina
$168K +$29.7K +666 +22%
CTB
262
Country Trust Bank
Illinois
$157K +$3.57K +80 +2%
PCG
263
Private Capital Group
Connecticut
$134K +$14.8K +333 +13%
TRCT
264
Tower Research Capital (TRC)
New York
$133K -$781K -17,508 -86%
Twin Tree Management
265
Twin Tree Management
Texas
$133K +$131K +2,937 New
HFM
266
Harvest Fund Management
China
$127K
Robeco Institutional Asset Management
267
Robeco Institutional Asset Management
Netherlands
$120K +$107K +2,397 +999%
SCA
268
Stonebridge Capital Advisors
Minnesota
$117K -$98.3K -2,205 -46%
PA
269
Parallel Advisors
California
$117K +$6.82K +153 +6%
HWMA
270
Heritage Wealth Management (Arizona)
Arizona
$115K -$14.6K -328 -11%
FBT
271
First Bank & Trust
South Dakota
$111K
SNT
272
Security National Trust
West Virginia
$97K
BCA
273
Berman Capital Advisors
Georgia
$97K +$29.4K +659 +44%
AssetMark Inc
274
AssetMark Inc
California
$90K
Simplex Trading
275
Simplex Trading
Illinois
$89K +$27.1K +607 +42%

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.