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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
PFGIA
326
Patriot Financial Group Insurance Agency
Massachusetts
$5K
Carson Wealth (CWM LLC)
327
Carson Wealth (CWM LLC)
Nebraska
$5K +$5.2K +107 New
CFO
328
CVA Family Office
Colorado
$5K +$5.49K +113 New
CWC
329
Carolinas Wealth Consulting
North Carolina
$4K
GWS
330
Glassman Wealth Services
Virginia
$3K +$1.55K +32 +89%
NFG
331
Next Financial Group
Texas
$2K -$583 -12 -21%
WT
332
Washington Trust
Rhode Island
$2K -$486 -10 -22%
CAM
333
ClariVest Asset Management
California
$2K
PWMG
334
Prestige Wealth Management Group
New Jersey
$2K
ACM
335
AUA Capital Management
Pennsylvania
$2K +$291 +6 +15%
AAP
336
Arax Advisory Partners
Colorado
$2K +$1.46K +30 +214%
LF
337
Lee Financial
Texas
$2K +$2.04K +42 New
HNB
338
Huntington National Bank
Ohio
$2K +$2.33K +48 New
JWA
339
JFS Wealth Advisors
Pennsylvania
$2K +$2.43K +50 New
CFB
340
Cullen/Frost Bankers
Texas
$1K -$70.7K -1,455 -98%
JFGIW
341
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1K -$1.46K -30 -50%
BIA
342
Bell Investment Advisors
California
$1K
BWA
343
BDO Wealth Advisors
Florida
$1K +$874 +18 New
MCM
344
Manchester Capital Management
Vermont
$1K +$1.26K +26 New
AF
345
Advisornet Financial
Minnesota
$1K +$1.46K +30 New
SC
346
Schubert & Co
Texas
$1K +$1.55K +32 New
SWA
347
Sutton Wealth Advisors
Florida
$775 +$825 +17 New
VRS
348
Virginia Retirement Systems
Virginia
$662 +$364K +7,500 +114%
Citadel Advisors
349
Citadel Advisors
Florida
-$19.5M -402,231 Closed
Renaissance Technologies
350
Renaissance Technologies
New York
-$17.3M -381,473 Closed

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.