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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
BIA
326
Bell Investment Advisors
California
$1K +$1.43K +32 New
Nisa Investment Advisors
327
Nisa Investment Advisors
Missouri
$380
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
328
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
-$12.9M -299,100 Closed
Canada Pension Plan Investment Board
329
Canada Pension Plan Investment Board
Ontario, Canada
-$5.38M -124,500 Closed
ECM
330
ExodusPoint Capital Management
New York
-$4.33M -100,071 Closed
Jacobs Levy Equity Management
331
Jacobs Levy Equity Management
New Jersey
-$3.32M -76,691 Closed
CM
332
Crestline Management
Texas
-$2.59M -60,000 Closed
BFA
333
Brendel Financial Advisors
New Hampshire
-$2.32M -53,718 Closed
DTL
334
Dynamic Technology Lab
Singapore
-$1.97M -45,585 Closed
MAM
335
Martingale Asset Management
Massachusetts
-$1.41M -32,490 Closed
LP
336
LMR Partners
United Kingdom
-$1.19M -27,485 Closed
PI
337
Putnam Investments
Massachusetts
-$1.03M -23,850 Closed
PHK
338
Point72 Hong Kong
Hong Kong
-$873K -20,199 Closed
CC
339
Centiva Capital
New York
-$848K -19,611 Closed
BC
340
Bridgefront Capital
Texas
-$848K -19,601 Closed
EGM
341
Engineers Gate Manager
New York
-$776K -17,937 Closed
PAG
342
Private Advisory Group
Washington
-$710K -16,424 Closed
BCM
343
Bridgeway Capital Management
Texas
-$700K -16,200 Closed
Walleye Capital
344
Walleye Capital
New York
-$665 -15,375 Closed
TCM
345
Teza Capital Management
Illinois
-$574K -13,266 Closed
Qube Research & Technologies (QRT)
346
Qube Research & Technologies (QRT)
United Kingdom
-$544K -12,585 Closed
YIH
347
Y-Intercept (HK)
Hong Kong
-$532K -12,312 Closed
PAM
348
Premier Asset Management
Illinois
-$510K -11,789 Closed
Nomura Holdings
349
Nomura Holdings
Japan
-$442K -10,220 Closed
CAN
350
Cetera Advisor Networks
California
-$433K -10,013 Closed

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.