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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
Manulife (Manufacturers Life Insurance)
76
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$8.2M +$375K +8,410 +5%
HF
77
HRT Financial
New York
$8M -$15.1M -337,988 -66%
MPAM
78
Monarch Partners Asset Management
Massachusetts
$7.86M +$7.73M +173,441 New
SO
79
STRS Ohio
Ohio
$7.78M +$645K +14,466 +9%
SSA
80
Schonfeld Strategic Advisors
New York
$7.46M -$4.47M -100,268 -38%
EWM
81
Endurance Wealth Management
Rhode Island
$7.43M -$6.55K -147 -0.1%
GC
82
Guggenheim Capital
Illinois
$7.17M -$523K -11,722 -7%
CS
83
Credit Suisse
Switzerland
$6.94M -$162K -3,628 -2%
UBS Group
84
UBS Group
Switzerland
$6.49M -$2.35M -52,600 -27%
Ensign Peak Advisors
85
Ensign Peak Advisors
Utah
$6.24M -$104K -2,332 -2%
LG
86
Leuthold Group
Minnesota
$6.22M +$16.9K +378 +0.3%
AB
87
Amalgamated Bank
New York
$6.1M -$511K -11,472 -8%
GC
88
Gillson Capital
Illinois
$5.36M -$4.12M -92,465 -44%
TPSF
89
Texas Permanent School Fund
Texas
$5.27M -$53.5K -1,201 -1%
CRC
90
Curi RMB Capital
Illinois
$5.23M -$56.8K -1,274 -1%
Axa
91
Axa
France
$5.19M -$3.82M -85,725 -43%
HSBC Holdings
92
HSBC Holdings
United Kingdom
$4.79M +$241K +5,413 +5%
WB
93
WesBanco Bank
West Virginia
$4.68M
MCM
94
Maltese Capital Management
New York
$4.42M +$2.81M +63,090 +183%
CIA
95
Capital Impact Advisors
Massachusetts
$4.29M -$1.02M -22,963 -20%
Ohio Public Employees Retirement System (OPERS)
96
Ohio Public Employees Retirement System (OPERS)
Ohio
$4.17M -$89.1K -1,998 -2%
SGCIA
97
Smith Graham & Co Investment Advisors
Texas
$4.11M -$447K -10,015 -10%
State of Tennessee, Department of Treasury
98
State of Tennessee, Department of Treasury
Tennessee
$4.11M +$1.01M +22,678 +33%
Point72 Asset Management
99
Point72 Asset Management
Connecticut
$4.08M +$4.01M +90,000 New
NIG
100
NFJ Investment Group
Texas
$4M -$435K -9,762 -10%

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.