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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
VOYA Investment Management
51
VOYA Investment Management
Georgia
$18.4M -$4.05M -90,884 -18%
Citadel Advisors
52
Citadel Advisors
Florida
$18.2M -$24M -537,270 -57%
First Trust Advisors
53
First Trust Advisors
Illinois
$18.1M +$8.64M +193,749 +95%
RhumbLine Advisers
54
RhumbLine Advisers
Massachusetts
$17.7M -$680K -15,254 -4%
HAM
55
Hillcrest Asset Management
Texas
$17.7M -$721K -16,170 -4%
Renaissance Technologies
56
Renaissance Technologies
New York
$17.3M -$4.91M -110,100 -22%
Legal & General Group
57
Legal & General Group
United Kingdom
$16.6M -$29.2K -654 -0.2%
California Public Employees Retirement System
58
California Public Employees Retirement System
California
$16.5M -$936 -21 -0%
Swiss National Bank
59
Swiss National Bank
Switzerland
$15.8M +$53.5K +1,200 +0.3%
UBS AM
60
UBS AM
Illinois
$15.3M +$1.16M +25,979 +8%
AQR Capital Management
61
AQR Capital Management
Connecticut
$15.3M +$523K +11,739 +4%
Morgan Stanley
62
Morgan Stanley
New York
$14M -$516K -11,574 -4%
Envestnet Asset Management
63
Envestnet Asset Management
Illinois
$13.5M +$844K +18,931 +7%
E
64
Ergoteles
New York
$13.2M -$2.86M -64,230 -18%
Barclays
65
Barclays
United Kingdom
$12.8M -$774K -17,359 -6%
EAM
66
EULAV Asset Management
Florida
$12.8M
AIG
67
American International Group
New York
$12.3M -$415K -9,317 -3%
California State Teachers Retirement System (CalSTRS)
68
California State Teachers Retirement System (CalSTRS)
California
$11.8M +$13.7K +308 +0.1%
Los Angeles Capital Management
69
Los Angeles Capital Management
California
$11.6M -$6.69K -150 -0.1%
State Board of Administration of Florida Retirement System
70
State Board of Administration of Florida Retirement System
Florida
$11.5M -$67.5K -1,515 -0.6%
American Century Companies
71
American Century Companies
Missouri
$11.3M +$699K +15,672 +7%
TCM
72
Tributary Capital Management
Nebraska
$11.1M -$5.91M -132,609 -35%
New York State Teachers Retirement System (NYSTRS)
73
New York State Teachers Retirement System (NYSTRS)
New York
$10.6M -$686K -15,378 -6%
SEI Investments
74
SEI Investments
Pennsylvania
$10.4M +$166K +3,722 +2%
MOACM
75
Mutual of America Capital Management
New York
$9.37M -$1.81M -40,708 -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.