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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
E
351
Ergoteles
New York
-$13.2M -290,967 Closed
HF
352
HRT Financial
New York
-$8M -176,664 Closed
MGIM
353
M&G Investment Management
United Kingdom
-$6.46K -142,457 Closed
Axa
354
Axa
France
-$5.19M -114,600 Closed
State of Tennessee, Department of Treasury
355
State of Tennessee, Department of Treasury
Tennessee
-$4.11M -90,795 Closed
PFC
356
Phocas Financial Corp
California
-$3.26M -71,931 Closed
ERSOT
357
Employees Retirement System of Texas
Texas
-$2.39M -52,746 Closed
EFSCE
358
Enterprise Financial Services Corp (EFSC)
Missouri
-$554K -12,239 Closed
CM
359
Caption Management
Oklahoma
-$536K -11,834 Closed
AG
360
Algert Global
California
-$520K -11,484 Closed
DCM
361
Dupont Capital Management
Delaware
-$450K -9,927 Closed
Allianz Asset Management
362
Allianz Asset Management
Germany
-$414K -9,149 Closed
GAM
363
Gotham Asset Management
New York
-$311K -6,854 Closed
BWA
364
Beam Wealth Advisors
Louisiana
-$301K -6,653 Closed
CM
365
Capula Management
Cayman Islands
-$287K -6,344 Closed
SEC
366
Seven Eight Capital
New York
-$248K -5,465 Closed
Sumitomo Mitsui Trust Group
367
Sumitomo Mitsui Trust Group
Japan
-$217K -4,800 Closed
CI
368
Cigna Investments
Connecticut
-$209K -4,619 Closed
Franklin Resources
369
Franklin Resources
California
-$207K -4,569 Closed
UAML
370
US Asset Management LLC
Pennsylvania
-$181K -4,001 Closed
Twin Tree Management
371
Twin Tree Management
Texas
-$133K -2,937 Closed
CFD
372
Creative Financial Designs
Indiana
-$80K -1,776 Closed
Group One Trading
373
Group One Trading
Illinois
-$55.9K -1,151 Closed
HI
374
Harbour Investments
Wisconsin
-$41K -900 Closed
LWM
375
Liberty Wealth Management
California
-$19K -389 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.