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SF

Stifel

277 hedge funds and large institutions have $2.98B invested in Stifel in 2020 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 89 increasing their positions, 102 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

106% more call options, than puts

Call options by funds: $6.87M | Put options by funds: $3.33M

27% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 30

8% more capital invested

Capital invested by funds: $2.75B → $2.98B (+$224M)

2.48% more ownership

Funds ownership: 190.81%193.28% (+2.5%)

2% more funds holding

Funds holding: 271277 (+6)

13% less repeat investments, than reductions

Existing positions increased: 89 | Existing positions reduced: 102

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

Holders
277
Holders Change
+6
Holders Change %
+2.21%
% of All Funds
5.59%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.1%
New
38
Increased
89
Reduced
102
Closed
30
Calls
$6.87M
Puts
$3.33M
Net Calls
+$3.54M
Net Calls Change
-$8.58M
Name Holding Trade Value Shares
Change
Change in
Stake
CRC
76
Curi RMB Capital
Illinois
$3.51M +$21.2K +950 +0.6%
MIM
77
MetLife Investment Management
New Jersey
$3.45M -$72K -3,226 -2%
CS
78
Credit Suisse
Switzerland
$3.33M -$203K -9,081 -6%
Barclays
79
Barclays
United Kingdom
$3.29M -$344K -15,385 -9%
TPSF
80
Texas Permanent School Fund
Texas
$3.24M +$498K +22,308 +18%
SAM
81
Silvercrest Asset Management
New York
$3.21M -$61K -2,733 -2%
GC
82
Gillson Capital
Illinois
$3.05M +$3.03M +135,828 New
State Board of Administration of Florida Retirement System
83
State Board of Administration of Florida Retirement System
Florida
$3.01M +$28.8K +1,292 +1%
Allianz Asset Management
84
Allianz Asset Management
Germany
$2.99M -$3.64M -162,945 -55%
American Century Companies
85
American Century Companies
Missouri
$2.97M +$2.28M +102,333 +342%
Comerica Bank
86
Comerica Bank
Texas
$2.91M -$46.4K -2,079 -2%
Federated Hermes
87
Federated Hermes
Pennsylvania
$2.9M -$1.26M -56,355 -30%
Ensign Peak Advisors
88
Ensign Peak Advisors
Utah
$2.84M
Morgan Stanley
89
Morgan Stanley
New York
$2.84M -$8.58M -384,395 -75%
MAM
90
Martingale Asset Management
Massachusetts
$2.64M +$518K +23,200 +25%
State of New Jersey Common Pension Fund D
91
State of New Jersey Common Pension Fund D
New Jersey
$2.64M -$364K -16,320 -12%
PFBT
92
Parkside Financial Bank & Trust
Missouri
$2.52M
EWM
93
Endurance Wealth Management
Rhode Island
$2.41M +$442K +19,800 +23%
CM
94
Castleark Management
Illinois
$2.41M -$2.14M -95,627 -47%
FNBOO
95
First National Bank of Omaha
Nebraska
$2.39M -$4.82K -216 -0.2%
WB
96
WesBanco Bank
West Virginia
$2.32M
MSL
97
Mackay Shields LLC
New York
$2.3M +$55.3K +2,475 +2%
AG
98
Aperio Group
California
$2.28M -$3.53K -158 -0.2%
Axa
99
Axa
France
$2.23M +$497K +22,275 +29%
Russell Investments Group
100
Russell Investments Group
United Kingdom
$2.13M +$172K +7,713 +9%

SF Hedge Fund Activity: Q3 2020 in Review

277 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Stifel (SF) for Q3 2020, worth a combined $2.98B — up 8.1% from $2.75B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new SF positions and 30 closed out — a net gain of 8 holders — while 89 added to existing stakes and 102 trimmed.

The largest buyer was AllianceBernstein, adding an estimated $94.8M. The largest seller was BlackRock, cutting an estimated $18.2M.

  • 277 institutional investors held Stifel (SF) as of Q3 2020, up from 271 in Q2 2020.
  • Funds reported $2.98B of Stifel stock for Q3 2020, up 8.1% quarter-over-quarter.
  • 38 funds opened new Stifel positions in Q3 2020 and 30 closed out, a net change of +8 holders.
  • The largest Stifel buyer in Q3 2020 was AllianceBernstein, an estimated $94.8M added.
  • The largest Stifel seller in Q3 2020 was BlackRock, an estimated $18.2M sold.

Based on aggregated 13F filings for Q3 2020.