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SF

Stifel

296 hedge funds and large institutions have $4.6B invested in Stifel in 2020 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 84 increasing their positions, 146 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,425% more call options, than puts

Call options by funds: $38.4M | Put options by funds: $2.52M

96% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 24

55% more capital invested

Capital invested by funds: $2.98B → $4.6B (+$1.63B)

7% more funds holding

Funds holding: 277296 (+19)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

42% less repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 146

60.17% less ownership

Funds ownership: 193.28%133.11% (-60%)

Holders
296
Holders Change
+19
Holders Change %
+6.86%
% of All Funds
5.24%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
47
Increased
84
Reduced
146
Closed
24
Calls
$38.4M
Puts
$2.52M
Net Calls
+$35.9M
Net Calls Change
+$32.3M
Name Holding Trade Value Shares
Change
Change in
Stake
Hotchkis & Wiley Capital Management
26
Hotchkis & Wiley Capital Management
California
$40.2M -$4.34M -146,207 -11%
Bank of America
27
Bank of America
North Carolina
$35.4M -$380K -12,810 -1%
KCM
28
Kennedy Capital Management
Missouri
$34.6M -$3.08M -103,601 -9%
TCM
29
Tributary Capital Management
Nebraska
$33.4M -$1.47M -49,497 -5%
Wellington Management Group
30
Wellington Management Group
Massachusetts
$33M -$798K -26,871 -3%
New York State Common Retirement Fund
31
New York State Common Retirement Fund
New York
$32.8M -$332K -11,174 -1%
Prudential Financial
32
Prudential Financial
New Jersey
$29.8M -$46M -1,548,474 -64%
Ameriprise
33
Ameriprise
Minnesota
$28M +$7.06M +237,886 +40%
VOYA Investment Management
34
VOYA Investment Management
Georgia
$26.5M -$2.9M -97,780 -11%
GT
35
Glenmede Trust
Pennsylvania
$23.1M +$7.89M +265,873 +63%
State of Wisconsin Investment Board
36
State of Wisconsin Investment Board
Wisconsin
$22.3M -$2.55M -85,875 -11%
SFM
37
Systematic Financial Management
New Jersey
$21M -$608K -20,482 -3%
EVM
38
Eaton Vance Management
Massachusetts
$20.7M +$1.01K +34 +0%
PCM
39
Peregrine Capital Management
Minnesota
$19.7M -$13.4M -451,120 -44%
Bank of Montreal
40
Bank of Montreal
Ontario, Canada
$18.8M -$164K -5,514 -1%
RhumbLine Advisers
41
RhumbLine Advisers
Massachusetts
$17.7M +$1.64M +55,383 +12%
California Public Employees Retirement System
42
California Public Employees Retirement System
California
$17.4M +$4.7M +158,281 +44%
Retirement Systems of Alabama
43
Retirement Systems of Alabama
Alabama
$16.8M +$208 +7 +0%
HAM
44
Hillcrest Asset Management
Texas
$16.3M -$3.43M -115,585 -19%
Loomis, Sayles & Company
45
Loomis, Sayles & Company
Massachusetts
$15.8M -$1.11M -37,291 -7%
BGIM
46
Brandywine Global Investment Management
Pennsylvania
$15.2M -$50.6K -1,706 -0.4%
MAP
47
Moody Aldrich Partners
Massachusetts
$14.9M -$2.94M -99,051 -18%
Legal & General Group
48
Legal & General Group
United Kingdom
$13.9M +$1.01M +34,145 +9%
PPA
49
Parametric Portfolio Associates
Washington
$13.9M -$1.22M -40,993 -9%
Morgan Stanley
50
Morgan Stanley
New York
$12.7M +$7.49M +252,400 +200%

SF Hedge Fund Activity: Q4 2020 in Review

296 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Stifel (SF) for Q4 2020, worth a combined $4.6B — up 55% from $2.98B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new SF positions and 24 closed out — a net gain of 23 holders — while 84 added to existing stakes and 146 trimmed.

The largest buyer was Capital Research Global Investors, opening a new position worth an estimated $266M. The largest seller was Prudential Financial, cutting an estimated $46M.

  • 296 institutional investors held Stifel (SF) as of Q4 2020, up from 277 in Q3 2020.
  • Funds reported $4.6B of Stifel stock for Q4 2020, up 55% quarter-over-quarter.
  • 47 funds opened new Stifel positions in Q4 2020 and 24 closed out, a net change of +23 holders.
  • The largest Stifel buyer in Q4 2020 was Capital Research Global Investors, an estimated $266M added.
  • The largest Stifel seller in Q4 2020 was Prudential Financial, an estimated $46M sold.

Based on aggregated 13F filings for Q4 2020.