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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
WCM
351
Weld Capital Management
New York
-$398K -9,200 Closed
PCM
352
Prelude Capital Management
New York
-$386K -8,930 Closed
CCM
353
Coldstream Capital Management
Washington
-$366K -8,453 Closed
PP
354
Paloma Partners
Connecticut
-$309K -7,125 Closed
Wolverine Trading
355
Wolverine Trading
Illinois
-$297K -6,887 Closed
Neuberger Berman Group
356
Neuberger Berman Group
New York
-$277K -6,419 Closed
PAMP
357
Polar Asset Management Partners
Ontario, Canada
-$277K -6,405 Closed
Janney Montgomery Scott
358
Janney Montgomery Scott
Pennsylvania
-$271K -6,264 Closed
RCM
359
Radnor Capital Management
Pennsylvania
-$269K -6,213 Closed
MWNA
360
Marshall Wace North America
New York
-$262K -6,054 Closed
SS
361
Simplicity Solutions
Minnesota
-$255K -5,898 Closed
DC
362
Diametric Capital
Massachusetts
-$217K -5,012 Closed
DA
363
Duality Advisers
Florida
-$209K -4,839 Closed
EAM
364
Exos Asset Management
New York
-$83K -1,913 Closed
FWM
365
FFT Wealth Management
Pennsylvania
-$24K -566 Closed
Walleye Trading
366
Walleye Trading
New York
-$17.2K -386 Closed
BFEC
367
Benjamin F. Edwards & Company
Missouri
-$13K -302 Closed
Parallax Volatility Advisers
368
Parallax Volatility Advisers
California
-$6K -138 Closed
LWCFA
369
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
-$2K -47 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.