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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
WT
301
Whittier Trust
California
$23K +$22.5K +504 New
EI
302
Ellevest Inc
New York
$19K -$2.45K -55 -11%
IA
303
IFP Advisors
Florida
$19K -$1.25K -28 -6%
LWM
304
Liberty Wealth Management
California
$19K +$3.57K +80 +26%
Bessemer Group
305
Bessemer Group
New Jersey
$15K
LWA
306
Lenox Wealth Advisors
New York
$13K
SSB
307
Sandy Spring Bank
Maryland
$13K
AF
308
Allworth Financial
California
$13K +$12.3K +276 New
HPC
309
HM Payson & Co
Maine
$13K +$13.2K +297 New
HCP
310
Hexagon Capital Partners
Arkansas
$9K
MGIM
311
M&G Investment Management
United Kingdom
$6.46K +$7.45K +167 +0.1%
PFGIA
312
Patriot Financial Group Insurance Agency
Massachusetts
$5K +$401 +9 +9%
DA
313
Denali Advisors
California
$5K +$1.74K +39 +52%
GPA
314
Guidance Point Advisors
Massachusetts
$5K +$5.84K +131 New
CWC
315
Carolinas Wealth Consulting
North Carolina
$4K
JFGIW
316
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$3K
NFG
317
Next Financial Group
Texas
$3K
ACM
318
AUA Capital Management
Pennsylvania
$2K
CAM
319
ClariVest Asset Management
California
$2K
PWMG
320
Prestige Wealth Management Group
New Jersey
$2K
WT
321
Washington Trust
Rhode Island
$2K
GWS
322
Glassman Wealth Services
Virginia
$2K +$981 +22 +157%
TPCW
323
TD Private Client Wealth
New York
$1.29K
WPA
324
West Paces Advisors
Georgia
$1.02K
AAP
325
Arax Advisory Partners
Colorado
$1K

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.