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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
First Trust Advisors
51
First Trust Advisors
Illinois
$18.6M -$149K -3,070 -0.8%
VOYA Investment Management
52
VOYA Investment Management
Georgia
$18.3M -$813K -16,738 -4%
RhumbLine Advisers
53
RhumbLine Advisers
Massachusetts
$18.3M -$96.6K -1,990 -0.5%
Legal & General Group
54
Legal & General Group
United Kingdom
$17.6M +$374K +7,698 +2%
California Public Employees Retirement System
55
California Public Employees Retirement System
California
$16.7M -$393K -8,098 -2%
SSA
56
Schonfeld Strategic Advisors
New York
$16.4M +$8.94M +184,139 +112%
Swiss National Bank
57
Swiss National Bank
Switzerland
$16.2M -$117K -2,400 -0.7%
Holocene Advisors
58
Holocene Advisors
New York
$16.1M +$16.7M +343,626 New
GC
59
Gillson Capital
Illinois
$15.8M +$10.5M +217,146 +183%
Envestnet Asset Management
60
Envestnet Asset Management
Illinois
$15.5M +$1.6M +32,874 +11%
UBS AM
61
UBS AM
Illinois
$14.4M -$1.46M -30,030 -9%
Morgan Stanley
62
Morgan Stanley
New York
$13.7M -$925K -19,055 -6%
EAM
63
EULAV Asset Management
Florida
$13.4M
Qube Research & Technologies (QRT)
64
Qube Research & Technologies (QRT)
United Kingdom
$13M +$13.5M +277,440 New
Balyasny Asset Management
65
Balyasny Asset Management
Illinois
$12.8M -$27.2M -560,029 -67%
New York State Teachers Retirement System (NYSTRS)
66
New York State Teachers Retirement System (NYSTRS)
New York
$12.5M +$1.52M +31,348 +13%
AIG
67
American International Group
New York
$12.4M -$320K -6,592 -2%
HAM
68
Hillcrest Asset Management
Texas
$12.2M -$6.28M -129,319 -33%
Barclays
69
Barclays
United Kingdom
$11.8M -$1.46M -30,053 -11%
State Board of Administration of Florida Retirement System
70
State Board of Administration of Florida Retirement System
Florida
$11.6M -$261K -5,378 -2%
SEI Investments
71
SEI Investments
Pennsylvania
$11.5M +$779K +16,041 +7%
Schroder Investment Management Group
72
Schroder Investment Management Group
United Kingdom
$10.9M +$10.3M +212,374 +1,122%
TCM
73
Tributary Capital Management
Nebraska
$10.8M -$634K -13,054 -5%
California State Teachers Retirement System (CalSTRS)
74
California State Teachers Retirement System (CalSTRS)
California
$10.2M -$2.13M -43,844 -17%
Los Angeles Capital Management
75
Los Angeles Capital Management
California
$9.75M -$2.39M -49,298 -19%

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.