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SF

Stifel

342 hedge funds and large institutions have $5.72B invested in Stifel in 2021 Q2 according to their latest regulatory filings, with 60 funds opening new positions, 80 increasing their positions, 149 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

345% more call options, than puts

Call options by funds: $20.2M | Put options by funds: $4.53M

186% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 21

12% more funds holding

Funds holding: 305342 (+37)

1% less capital invested

Capital invested by funds: $5.77B → $5.72B (-$48.3M)

2.74% less ownership

Funds ownership: 129.03%126.3% (-2.7%)

46% less repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 149

57% less funds holding in top 10

Funds holding in top 10: 73 (-4)

Holders
342
Holders Change
+37
Holders Change %
+12.13%
% of All Funds
5.95%
Holding in Top 10
3
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-57.14%
% of All Funds
0.05%
New
60
Increased
80
Reduced
149
Closed
21
Calls
$20.2M
Puts
$4.53M
Net Calls
+$15.7M
Net Calls Change
-$22.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
301
Fidelity Investments
Massachusetts
$37K +$8.88K +198 +31%
Lazard Asset Management
302
Lazard Asset Management
New York
$35K
S
303
SignatureFD
Georgia
$33K -$3.77K -84 -10%
SIC
304
Salem Investment Counselors
North Carolina
$29K
FPS
305
Fieldpoint Private Securities
Connecticut
$28K
Acadian Asset Management
306
Acadian Asset Management
Massachusetts
$26K
CFGS
307
Concourse Financial Group Securities
Alabama
$25K +$8.07K +180 +45%
Group One Trading
308
Group One Trading
Illinois
$24K +$24.7K +551 New
FWM
309
FFT Wealth Management
Pennsylvania
$24K +$25.4K +566 New
BW
310
Bison Wealth
Georgia
$23K
LC
311
Lindbrook Capital
California
$23K
EI
312
Ellevest Inc
New York
$21K +$5.83K +130 +37%
IA
313
IFP Advisors
Florida
$20K -$3.23K -72 -14%
CA
314
Clearstead Advisors
Ohio
$19K
Walleye Trading
315
Walleye Trading
New York
$17K +$17.3K +386 New
Bessemer Group
316
Bessemer Group
New Jersey
$15K
LWM
317
Liberty Wealth Management
California
$13K -$12.6K -282 -48%
BFEC
318
Benjamin F. Edwards & Company
Missouri
$13K +$90 +2 +0.7%
SSB
319
Sandy Spring Bank
Maryland
$13K +$13.3K +297 New
AIG
320
American International Group
New York
$12.1K -$4.08M -90,898 -25%
LWA
321
Lenox Wealth Advisors
New York
$12K +$12.7K +284 New
Robeco Institutional Asset Management
322
Robeco Institutional Asset Management
Netherlands
$10K +$10.8K +240 New
HCP
323
Hexagon Capital Partners
Arkansas
$8K
MGIM
324
M&G Investment Management
United Kingdom
$6.17K +$6.38M +142,290 New
Parallax Volatility Advisers
325
Parallax Volatility Advisers
California
$6K

SF Hedge Fund Activity: Q2 2021 in Review

342 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Stifel (SF) for Q2 2021, worth a combined $5.72B — down 0.84% from $5.77B a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new SF positions and 21 closed out — a net gain of 39 holders — while 80 added to existing stakes and 149 trimmed.

The largest buyer was Millennium Management, adding an estimated $96.7M. The largest seller was BlackRock, cutting an estimated $84.9M.

  • 342 institutional investors held Stifel (SF) as of Q2 2021, up from 305 in Q1 2021.
  • Funds reported $5.72B of Stifel stock for Q2 2021, down 0.84% quarter-over-quarter.
  • 60 funds opened new Stifel positions in Q2 2021 and 21 closed out, a net change of +39 holders.
  • The largest Stifel buyer in Q2 2021 was Millennium Management, an estimated $96.7M added.
  • The largest Stifel seller in Q2 2021 was BlackRock, an estimated $84.9M sold.

Based on aggregated 13F filings for Q2 2021.