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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
LIA
351
LS Investment Advisors
Michigan
– -$270K -6,320 Closed
QSS
352
Quantitative Systematic Strategies
Florida
– -$230K -5,393 Closed
RGC
353
Roberts, Glore & Co
Illinois
– -$205K -4,796 Closed
NICM
354
Neo Ivy Capital Management
New York
– -$116K -2,714 Closed
FC
355
FORA Capital
Florida
– -$103K -2,423 Closed
CG
356
Cutler Group
California
– -$31.6K -705 Closed
SFSIG
357
San Francisco Sentry Investment Group
California
– -$14K -338 Closed
TWA
358
TCI Wealth Advisors
Arizona
– -$12K -284 Closed
MAM
359
Meeder Asset Management
Ohio
– -$11.9K -266 -98%
MWP
360
Meridian Wealth Partners
Pennsylvania
– -$5K -120 Closed
ACM
361
Allred Capital Management
Texas
– -$3.71K -87 Closed
SFS
362
Sowell Financial Services
Arkansas
– -$3K -63 Closed
ADIM
363
Alpha DNA Investment Management
Maryland
– -$1K -38 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.