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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
PA
276
Parallel Advisors
California
$128K +$7.09K +146 +6%
Robeco Institutional Asset Management
277
Robeco Institutional Asset Management
Netherlands
$124K
SOW
278
State of Wyoming
Wyoming
$122K +$66.7K +1,373 +111%
SCA
279
Stonebridge Capital Advisors
Minnesota
$121K
PHK
280
Point72 Hong Kong
Hong Kong
$111K +$114K +2,357 New
Rockefeller Capital Management
281
Rockefeller Capital Management
New York
$106K +$25.5K +525 +30%
CG
282
Cutler Group
California
$98K +$102K +2,091 New
AssetMark Inc
283
AssetMark Inc
California
$93K
CWM
284
CarsonAllaria Wealth Management
Illinois
$93K +$95.9K +1,974 New
MC
285
Maverick Capital
Texas
$92K +$95.1K +1,958 New
LFG
286
Larson Financial Group
Missouri
$73K +$146 +3 +0.2%
EW
287
Evoke Wealth
California
$71K
UB
288
UMB Bank
Missouri
$65K +$66.5K +1,370 New
Fidelity Investments
289
Fidelity Investments
Massachusetts
$63K +$4.66K +96 +8%
LSA
290
Leonteq Securities AG
Switzerland
$63K +$65.1K +1,341 New
QCG
291
Quadrant Capital Group
Ohio
$60K +$5.39K +111 +10%
S
292
SignatureFD
Georgia
$55K +$3.84K +79 +7%
CI Investments Inc
293
CI Investments Inc
Ontario, Canada
$53K -$10.6K -219 -16%
Simplex Trading
294
Simplex Trading
Illinois
$52K -$44.8K -922 -45%
SGAM
295
Smith Group Asset Management
Texas
$47K +$4.08K +84 +9%
FHA
296
First Horizon Advisors
Tennessee
$45K -$7.53K -155 -14%
FRA
297
Front Row Advisors
California
$41K -$1.55K -32 -4%
EI
298
Ellevest Inc
New York
$41K +$21.6K +445 +105%
CTC
299
Central Trust Company
Missouri
$35K
Lazard Asset Management
300
Lazard Asset Management
New York
$35K

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.