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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
New York State Common Retirement Fund
26
New York State Common Retirement Fund
New York
$49.3M +$7.88M +176,824 +19%
Victory Capital Management
27
Victory Capital Management
Texas
$44.7M -$11.7M -263,110 -21%
Wellington Management Group
28
Wellington Management Group
Massachusetts
$41.1M -$1.14M -25,638 -3%
KCM
29
Kennedy Capital Management
Missouri
$39.1M -$2.02M -45,298 -5%
Balyasny Asset Management
30
Balyasny Asset Management
Illinois
$37.7M +$5.27M +118,156 +17%
Ameriprise
31
Ameriprise
Minnesota
$35.4M +$1.97M +44,103 +6%
JMPWA
32
JP Morgan Private Wealth Advisors
California
$33.3M +$12.7M +284,868 +63%
JP Morgan Chase
33
JP Morgan Chase
New York
$31.5M -$3.09M -69,297 -9%
SFM
34
Systematic Financial Management
New Jersey
$31.4M -$107K -2,394 -0.3%
N
35
Nuveen
North Carolina
$30M +$7.8M +175,013 +36%
Fuller & Thaler Asset Management
36
Fuller & Thaler Asset Management
California
$29.5M +$86.8K +1,947 +0.3%
SFI
37
Susquehanna Fundamental Investments
Pennsylvania
$29.2M -$1.96M -43,951 -6%
EVM
38
Eaton Vance Management
Massachusetts
$27.9M +$2.32K +52 +0%
Hotchkis & Wiley Capital Management
39
Hotchkis & Wiley Capital Management
California
$26.8M
D.E. Shaw & Co
40
D.E. Shaw & Co
New York
$24M -$3.08M -69,021 -12%
RCAMU
41
Rothschild & Co Asset Management US
Connecticut
$23.1M -$2.13M -47,795 -9%
GT
42
Glenmede Trust
Pennsylvania
$22.1M -$255K -5,724 -1%
Man Group
43
Man Group
United Kingdom
$22M +$9.97M +223,629 +86%
State of Wisconsin Investment Board
44
State of Wisconsin Investment Board
Wisconsin
$21.9M -$1.85M -41,392 -8%
Retirement Systems of Alabama
45
Retirement Systems of Alabama
Alabama
$21.2M -$82.1K -1,841 -0.4%
PPA
46
Parametric Portfolio Associates
Washington
$20.8M +$1.92M +43,160 +10%
Assenagon Asset Management
47
Assenagon Asset Management
Luxembourg
$20.2M +$19.9M +445,989 New
Bank of Montreal
48
Bank of Montreal
Ontario, Canada
$19.9M -$4.49M -100,798 -19%
Loomis, Sayles & Company
49
Loomis, Sayles & Company
Massachusetts
$19.1M -$884K -19,827 -4%
PCM
50
Peregrine Capital Management
Minnesota
$18.5M -$3.54M -79,416 -16%

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.