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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
VPIM
251
Vanguard Personalized Indexing Management
California
$261K -$124K -2,547 -31%
DA
252
Detalus Advisors
Missouri
$257K
MPM
253
Meritage Portfolio Management
Kansas
$249K +$12.8K +263 +5%
EWM
254
Empirical Wealth Management
Washington
$247K +$256K +5,271 New
IC
255
Intersect Capital
California
$245K
II
256
Inspire Investing
Idaho
$245K +$8.26K +170 +3%
FFIC
257
First Fiduciary Investment Counsel
Ohio
$243K
BF
258
BOK Financial
Oklahoma
$241K -$4.47K -92 -2%
HIA
259
Harbor Investment Advisory
Maryland
$232K
FIM
260
Freedom Investment Management
Connecticut
$227K +$235K +4,847 New
PAG
261
Private Advisor Group
New Jersey
$224K -$225K -4,630 -49%
Walleye Capital
262
Walleye Capital
New York
$223K +$231K +4,757 New
AT
263
American Trust
Kentucky
$219K +$227K +4,674 New
KAS
264
Kestra Advisory Services
Texas
$216K -$6.7K -138 -3%
TCM
265
Teza Capital Management
Illinois
$212K +$219K +4,506 New
BB
266
Busey Bank
Illinois
$211K
JSW
267
Journey Strategic Wealth
New Jersey
$206K +$213K +4,388 New
RGC
268
Roberts, Glore & Co
Illinois
$200K +$207K +4,271 New
CAPTRUST Financial Advisors
269
CAPTRUST Financial Advisors
North Carolina
$182K +$7.77K +160 +4%
CTB
270
Country Trust Bank
Illinois
$162K
NIPH
271
NN Investment Partners Holdings
Netherlands
$157K -$1.11M -22,929 -87%
HFM
272
Harvest Fund Management
China
$156K +$24.8K +511 +18%
PCG
273
Private Capital Group
Connecticut
$151K +$13.2K +271 +9%
AS
274
Altshuler Shaham
Israel
$150K +$155K +3,192 New
FBT
275
First Bank & Trust
South Dakota
$144K +$29.9K +616 +25%

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.