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SF

Stifel
SF

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: 305 → 342 (+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: 7 → 3 (-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

Top Buyers

1
Millennium Management
Millennium Management
New York
+$96.7M
2
Citadel Advisors
Citadel Advisors
Florida
+$37.7M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$32.1M
4
SFI
Susquehanna Fundamental Investments
Pennsylvania
+$27.1M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$24.3M

Top Sellers

1
BlackRock
BlackRock
New York
-$84.9M
2
Northern Trust
Northern Trust
Illinois
-$64.1M
3
N
Nuveen
North Carolina
-$41M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$35M
5
State Street
State Street
Massachusetts
-$30.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
PFGIA
326
Patriot Financial Group Insurance Agency
Massachusetts
$4K – – –
CWC
327
Carolinas Wealth Consulting
North Carolina
$3K -$90 -2 -3%
DA
328
Denali Advisors
California
$3K +$1.08K +24 +47%
JFGIW
329
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$3K +$2.69K +60 New
NFG
330
Next Financial Group
Texas
$2K -$404 -9 -14%
ACM
331
AUA Capital Management
Pennsylvania
$2K – – –
CAM
332
ClariVest Asset Management
California
$2K – – –
PWMG
333
Prestige Wealth Management Group
New Jersey
$2K – – –
WT
334
Washington Trust
Rhode Island
$2K – – –
LWCFA
335
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$2K +$2.11K +47 New
TPCW
336
TD Private Client Wealth
New York
$1.23K – – –
GWS
337
Glassman Wealth Services
Virginia
$1K – – –
AAP
338
Arax Advisory Partners
Colorado
$1K +$628 +14 New
WPA
339
West Paces Advisors
Georgia
$973 +$1.03K +23 New
Walleye Capital
340
Walleye Capital
New York
$665 +$689K +15,375 New
Nisa Investment Advisors
341
Nisa Investment Advisors
Missouri
$362 -$343K -7,650 -48%
BGIM
342
Brandywine Global Investment Management
Pennsylvania
– -$16M -375,720 Closed
WG
343
Winton Group
United Kingdom
– -$6.45M -151,017 Closed
FC
344
Full18 Capital
Connecticut
– -$3M -86,966 Closed
AC
345
Athanor Capital
New York
– -$3.37M -78,896 Closed
MSL
346
Mackay Shields LLC
New York
– -$3.3M -77,250 Closed
PL
347
Polianta Ltd
Jersey
– -$1.21M -28,350 Closed
CWM
348
CIBC World Markets
New York
– -$722K -16,908 Closed
OTPPB
349
Ontario Teachers' Pension Plan Board
Ontario, Canada
– -$715K -16,748 Closed
DT
350
Diversified Trust
Tennessee
– -$309K -7,239 Closed
11 12 13
14
15

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.