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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
Victory Capital Management
26
Victory Capital Management
Texas
$43.3M -$3.19M -65,652 -7%
Fuller & Thaler Asset Management
27
Fuller & Thaler Asset Management
California
$40.1M +$9.83M +202,367 +31%
KCM
28
Kennedy Capital Management
Missouri
$39.6M -$957K -19,701 -2%
JMPWA
29
JP Morgan Private Wealth Advisors
California
$38.2M +$3.77M +77,582 +11%
Wellington Management Group
30
Wellington Management Group
Massachusetts
$38M -$4.68M -96,402 -11%
Prudential Financial
31
Prudential Financial
New Jersey
$35.8M -$30.1M -620,409 -45%
Allspring Global Investments
32
Allspring Global Investments
North Carolina
$33.7M +$34.8M +717,599 New
JP Morgan Chase
33
JP Morgan Chase
New York
$32M -$683K -14,068 -2%
SFM
34
Systematic Financial Management
New Jersey
$31.5M -$1.1M -22,665 -3%
SFI
35
Susquehanna Fundamental Investments
Pennsylvania
$27.7M -$2.67M -55,064 -9%
Hotchkis & Wiley Capital Management
36
Hotchkis & Wiley Capital Management
California
$27.4M -$284K -5,850 -1%
EVM
37
Eaton Vance Management
Massachusetts
$27.2M -$1.82M -37,414 -6%
Point72 Asset Management
38
Point72 Asset Management
Connecticut
$26.6M +$23.1M +475,950 +529%
N
39
Nuveen
North Carolina
$26.5M -$4.72M -97,157 -15%
Wells Fargo
40
Wells Fargo
California
$26.1M -$40.9M -843,342 -60%
RCAMU
41
Rothschild & Co Asset Management US
Connecticut
$25.8M +$1.92M +39,548 +8%
GT
42
Glenmede Trust
Pennsylvania
$22.5M -$339K -6,975 -1%
PPA
43
Parametric Portfolio Associates
Washington
$22.4M +$890K +18,327 +4%
Man Group
44
Man Group
United Kingdom
$21.3M -$1.53M -31,539 -7%
Retirement Systems of Alabama
45
Retirement Systems of Alabama
Alabama
$21.2M -$739K -15,225 -3%
State of Wisconsin Investment Board
46
State of Wisconsin Investment Board
Wisconsin
$20.9M -$1.9M -39,119 -8%
PCM
47
Peregrine Capital Management
Minnesota
$19.8M +$573K +11,796 +3%
Loomis, Sayles & Company
48
Loomis, Sayles & Company
Massachusetts
$19.6M -$193K -3,968 -0.9%
D.E. Shaw & Co
49
D.E. Shaw & Co
New York
$19.6M -$5.48M -112,905 -21%
AQR Capital Management
50
AQR Capital Management
Connecticut
$18.7M +$2.98M +61,363 +18%

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.