We are live on ! Find out more
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
SFSIG
276
San Francisco Sentry Investment Group
California
$11K
BFEC
277
Benjamin F. Edwards & Company
Missouri
$10K -$7.78K -262 -47%
EI
278
Ellevest Inc
New York
$9K +$1.46K +49 +21%
GWS
279
Glassman Wealth Services
Virginia
$7K -$30 -1 -0.5%
FTDI
280
First Trust Direct Indexing
Massachusetts
$7K +$5.76K +194 New
CAAS
281
Capital Asset Advisory Services
Michigan
$7K +$6.06K +204 New
HCP
282
Hexagon Capital Partners
Arkansas
$6K -$30 -1 -0.5%
ASN
283
Advisory Services Network
Georgia
$5K
CWC
284
Carolinas Wealth Consulting
North Carolina
$3K -$416 -14 -15%
SFS
285
Sowell Financial Services
Arkansas
$3K +$1.34K +45 +80%
WT
286
Washington Trust
Rhode Island
$2K -$208 -7 -13%
PFGIA
287
Patriot Financial Group Insurance Agency
Massachusetts
$2K +$742 +25 +109%
DA
288
Denali Advisors
California
$2K +$1.51K +51 New
NFG
289
Next Financial Group
Texas
$2K +$1.96K +66 New
CAM
290
ClariVest Asset Management
California
$1K -$30 -1 -2%
HGWM
291
Harvest Group Wealth Management
Massachusetts
$1K -$30 -1 -4%
PWMG
292
Prestige Wealth Management Group
New Jersey
$1K +$297 +10 +31%
TF
293
Tompkins Financial
New York
$1K +$950 +32 New
TPCW
294
TD Private Client Wealth
New York
$959 -$267 -9 -24%
GF
295
Greenhouse Funds
Maryland
-$25.5M -1,133,161 Closed
ACL
296
Azora Capital LP
Florida
-$10.7M -475,405 Closed
Point72 Asset Management
297
Point72 Asset Management
Connecticut
-$3.55M -158,175 Closed
GC
298
Gillson Capital
Illinois
-$3.05M -135,828 Closed
MPAM
299
Monarch Partners Asset Management
Massachusetts
-$1.76M -78,498 Closed
Capital Fund Management (CFM)
300
Capital Fund Management (CFM)
France
-$1.64M -72,961 Closed

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.