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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
AIMCA
301
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
-$1.35M -60,300 Closed
NIPH
302
NN Investment Partners Holdings
Netherlands
-$1.14M -50,850 Closed
ACM
303
AlphaCrest Capital Management
New York
-$732K -32,582 Closed
BC
304
Burney Company
Virginia
-$720K -32,040 Closed
ANTB
305
AMG National Trust Bank
Colorado
-$478K -21,269 Closed
BPM
306
Bowling Portfolio Management
Ohio
-$461K -20,529 Closed
Walleye Capital
307
Walleye Capital
New York
-$346K -15,377 Closed
Balyasny Asset Management
308
Balyasny Asset Management
Illinois
-$276K -12,301 Closed
PCM
309
Prelude Capital Management
New York
-$134K -5,962 Closed
Walleye Trading
310
Walleye Trading
New York
-$176K -5,933 Closed
Barrow, Hanley, Mewhinney & Strauss
311
Barrow, Hanley, Mewhinney & Strauss
Texas
-$107K -4,736 Closed
PHK
312
Point72 Hong Kong
Hong Kong
-$20K -893 Closed
AAMU
313
Amundi Asset Management US
Massachusetts
-$18K -821 Closed
CIA
314
CSat Investment Advisory
Michigan
-$13K -571 Closed
Fidelity Investments
315
Fidelity Investments
Massachusetts
-$16.2K -547 -100%
NNP
316
Nachman Norwood & Parrott
South Carolina
-$7K -326 Closed
BWM
317
BNC Wealth Management
Oregon
-$2K -90 Closed
AII
318
AGF Investments Inc
Ontario, Canada
-$2K -88 Closed
PFWA
319
Paces Ferry Wealth Advisors
Georgia
-$1K -36 Closed
MAM
320
Meeder Asset Management
Ohio
+$30 +1 +25%

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.