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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
CFD
276
Creative Financial Designs
Indiana
$80K
Rockefeller Capital Management
277
Rockefeller Capital Management
New York
$77K -$3.12K -70 -4%
LFG
278
Larson Financial Group
Missouri
$70K +$223 +5 +0.3%
EW
279
Evoke Wealth
California
$68K
CFB
280
Cullen/Frost Bankers
Texas
$67K
CI Investments Inc
281
CI Investments Inc
Ontario, Canada
$61K +$4.73K +106 +9%
SOW
282
State of Wyoming
Wyoming
$56K -$40K -897 -42%
Fidelity Investments
283
Fidelity Investments
Massachusetts
$56K +$18.2K +408 +48%
QCG
284
Quadrant Capital Group
Ohio
$53K +$4.95K +111 +11%
Group One Trading
285
Group One Trading
Illinois
$52K +$26.8K +600 +109%
FHA
286
First Horizon Advisors
Tennessee
$51K -$12.7K -285 -20%
S
287
SignatureFD
Georgia
$50K +$15.1K +339 +45%
CA
288
Clearstead Advisors
Ohio
$45K +$24K +539 +120%
SGAM
289
Smith Group Asset Management
Texas
$42K +$2.72K +61 +7%
FRA
290
Front Row Advisors
California
$41K
HI
291
Harbour Investments
Wisconsin
$41K
ST
292
Sageworth Trust
Pennsylvania
$41K
Lazard Asset Management
293
Lazard Asset Management
New York
$34K -$3.48K -78 -9%
CTC
294
Central Trust Company
Missouri
$34K +$33.4K +750 New
DFCM
295
Dark Forest Capital Management
Puerto Rico
$33K +$32.1K +720 New
SIC
296
Salem Investment Counselors
North Carolina
$31K
FPS
297
Fieldpoint Private Securities
Connecticut
$27K
CFGS
298
Concourse Financial Group Securities
Alabama
$26K
LC
299
Lindbrook Capital
California
$24K
BW
300
Bison Wealth
Georgia
$23K

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.