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SF

Stifel

296 hedge funds and large institutions have $4.6B invested in Stifel in 2020 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 84 increasing their positions, 146 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,425% more call options, than puts

Call options by funds: $38.4M | Put options by funds: $2.52M

96% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 24

55% more capital invested

Capital invested by funds: $2.98B → $4.6B (+$1.63B)

7% more funds holding

Funds holding: 277296 (+19)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

42% less repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 146

60.17% less ownership

Funds ownership: 193.28%133.11% (-60%)

Holders
296
Holders Change
+19
Holders Change %
+6.86%
% of All Funds
5.24%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
47
Increased
84
Reduced
146
Closed
24
Calls
$38.4M
Puts
$2.52M
Net Calls
+$35.9M
Net Calls Change
+$32.3M
Name Holding Trade Value Shares
Change
Change in
Stake
DCM
76
Dupont Capital Management
Delaware
$4.43M +$2.8M +94,404 +252%
SGCIA
77
Smith Graham & Co Investment Advisors
Texas
$4.42M -$1.52M -51,270 -28%
SEI Investments
78
SEI Investments
Pennsylvania
$4.39M -$2.41M -81,299 -38%
MSL
79
Mackay Shields LLC
New York
$4.3M +$764K +25,725 +25%
State Board of Administration of Florida Retirement System
80
State Board of Administration of Florida Retirement System
Florida
$4.29M -$197K -6,638 -5%
Barclays
81
Barclays
United Kingdom
$4.26M -$591K -19,890 -14%
Ensign Peak Advisors
82
Ensign Peak Advisors
Utah
$4.25M
Federated Hermes
83
Federated Hermes
Pennsylvania
$4.25M -$79.3K -2,672 -2%
Allianz Asset Management
84
Allianz Asset Management
Germany
$4.2M -$248K -8,362 -6%
TPSF
85
Texas Permanent School Fund
Texas
$4.17M -$595K -20,040 -14%
Deutsche Bank
86
Deutsche Bank
Germany
$4.03M +$891K +30,028 +33%
PAM
87
Panagora Asset Management
Massachusetts
$3.83M -$5.29M -178,089 -61%
AI
88
Axiom Investors
Connecticut
$3.82M +$1.26M +42,506 +60%
Thrivent Financial for Lutherans
89
Thrivent Financial for Lutherans
Minnesota
$3.73M +$1.28M +43,160 +64%
Citigroup
90
Citigroup
New York
$3.71M +$2.39M +80,519 +270%
State of New Jersey Common Pension Fund D
91
State of New Jersey Common Pension Fund D
New Jersey
$3.6M -$311K -10,491 -9%
FNBOO
92
First National Bank of Omaha
Nebraska
$3.48M -$80.4K -2,707 -3%
UBS Group
93
UBS Group
Switzerland
$3.39M -$1.75M -58,794 -37%
AG
94
Aperio Group
California
$3.33M -$78.5K -2,645 -3%
Comerica Bank
95
Comerica Bank
Texas
$3.31M -$291K -9,796 -9%
Russell Investments Group
96
Russell Investments Group
United Kingdom
$3.11M -$74.3K -2,501 -3%
TRSOTSOK
97
Teachers Retirement System of the State of Kentucky
Kentucky
$3.08M +$93.5K +3,149 +4%
First Trust Advisors
98
First Trust Advisors
Illinois
$3.02M -$81.4K -2,743 -3%
SFI
99
Susquehanna Fundamental Investments
Pennsylvania
$2.92M +$1.51M +50,713 +141%
MAM
100
Martingale Asset Management
Massachusetts
$2.87M -$957K -32,248 -27%

SF Hedge Fund Activity: Q4 2020 in Review

296 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Stifel (SF) for Q4 2020, worth a combined $4.6B — up 55% from $2.98B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new SF positions and 24 closed out — a net gain of 23 holders — while 84 added to existing stakes and 146 trimmed.

The largest buyer was Capital Research Global Investors, opening a new position worth an estimated $266M. The largest seller was Prudential Financial, cutting an estimated $46M.

  • 296 institutional investors held Stifel (SF) as of Q4 2020, up from 277 in Q3 2020.
  • Funds reported $4.6B of Stifel stock for Q4 2020, up 55% quarter-over-quarter.
  • 47 funds opened new Stifel positions in Q4 2020 and 24 closed out, a net change of +23 holders.
  • The largest Stifel buyer in Q4 2020 was Capital Research Global Investors, an estimated $266M added.
  • The largest Stifel seller in Q4 2020 was Prudential Financial, an estimated $46M sold.

Based on aggregated 13F filings for Q4 2020.