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.
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: 4 → 7 (+3)
6% more funds holding
Funds holding: 328 → 348 (+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%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$54.1M |
| 2 |
Millennium Management
New York
|
+$26.8M |
| 3 |
Point72 Asset Management
Stamford,
Connecticut
|
+$23.1M |
| 4 |
Holocene Advisors
New York
|
+$16.7M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$14.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$40.9M |
| 2 |
AllianceBernstein
Nashville,
Tennessee
|
-$39.4M |
| 3 |
Prudential Financial
Newark,
New Jersey
|
-$30.1M |
| 4 |
Balyasny Asset Management
Chicago,
Illinois
|
-$27.2M |
| 5 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
-$24.6M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
376
Bessemer Group
Woodbridge,
New Jersey
| – | -$15K | -342 | Closed |
|
|
HPC
377
HM Payson & Co
Portland,
Maine
| – | -$13K | -297 | Closed |
|
|
GPA
378
Guidance Point Advisors
Wellesley,
Massachusetts
| – | -$5K | -131 | Closed |
|
|
TPCW
379
TD Private Client Wealth
New York
| – | -$1.29K | -29 | Closed |
|
|
WPA
380
West Paces Advisors
Atlanta,
Georgia
| – | -$1.02K | -23 | 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.