We are live on ! Find out more
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
FPS
301
Fieldpoint Private Securities
Connecticut
$34K +$6.17K +127 +21%
SIC
302
Salem Investment Counselors
North Carolina
$32K
STCOSD
303
Sageworth Trust Company of South Dakota
South Dakota
$32K +$33.3K +686 New
FAG
304
Fortitude Advisory Group
Washington
$28K +$29.2K +602 New
LC
305
Lindbrook Capital
California
$25K
CWS
306
Confluence Wealth Services
Pennsylvania
$25K +$26.3K +542 New
WT
307
Whittier Trust
California
$24K
BW
308
Bison Wealth
Georgia
$23K
CA
309
Clearstead Advisors
Ohio
$21K -$26.2K -539 -54%
DFCM
310
Dark Forest Capital Management
Puerto Rico
$21K -$13.7K -282 -39%
AF
311
Allworth Financial
California
$21K +$8.69K +179 +65%
CFGS
312
Concourse Financial Group Securities
Alabama
$20K -$6.99K -144 -25%
IA
313
IFP Advisors
Florida
$19K
ZIG
314
Zullo Investment Group
Pennsylvania
$16K +$16.6K +342 New
SSB
315
Sandy Spring Bank
Maryland
$14K
CT
316
Cambridge Trust
Massachusetts
$14K +$14.2K +293 New
LWA
317
Lenox Wealth Advisors
New York
$13K
C
318
Covestor
United Kingdom
$11K +$11.7K +240 New
ST
319
Sageworth Trust
Pennsylvania
$10K -$33.6K -693 -77%
HCP
320
Hexagon Capital Partners
Arkansas
$9K
QC
321
Quent Capital
New York
$9K +$9.03K +186 New
Manulife (Manufacturers Life Insurance)
322
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$8.28K -$222K -4,573 -3%
TSW
323
Thompson Siegel & Walmsley
Virginia
$7K +$7.28K +150 New
SCA
324
Snowden Capital Advisors
New York
$7K +$7.53K +155 New
DA
325
Denali Advisors
California
$5K

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.