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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
First Trust Advisors
101
First Trust Advisors
Illinois
$2.08M +$643K +28,782 +45%
Deutsche Bank
102
Deutsche Bank
Germany
$2.02M +$104K +4,667 +5%
KOCAA
103
Knights of Columbus Asset Advisors
Connecticut
$1.99M +$341K +15,293 +21%
TRSOTSOK
104
Teachers Retirement System of the State of Kentucky
Kentucky
$1.99M +$414K +18,531 +27%
Boston Partners
105
Boston Partners
Massachusetts
$1.89M -$18.4K -826 -1%
MSA
106
Mason Street Advisors
Wisconsin
$1.85M -$42.8K -1,915 -2%
AIP
107
Ameritas Investment Partners
Nebraska
$1.83M -$32K -1,431 -2%
MPAM
108
Monarch Partners Asset Management
Massachusetts
$1.76M -$4.43M -198,504 -72%
Squarepoint
109
Squarepoint
New York
$1.69M -$4.61M -206,539 -73%
VIA
110
Vident Investment Advisory
Georgia
$1.67M +$101K +4,525 +6%
Canada Life
111
Canada Life
Manitoba, Canada
$1.64M -$70.2K -3,144 -4%
Capital Fund Management (CFM)
112
Capital Fund Management (CFM)
France
$1.64M +$1.63M +72,961 New
FDCDDQ
113
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.63M +$1.62M +72,763 New
AI
114
Axiom Investors
Connecticut
$1.6M -$713K -31,923 -31%
Thrivent Financial for Lutherans
115
Thrivent Financial for Lutherans
Minnesota
$1.52M -$23.2K -1,037 -2%
MLICM
116
Metropolitan Life Insurance Company (MetLife)
New York
$1.52M -$90.2K -4,041 -6%
OAM
117
Oppenheimer Asset Management
New York
$1.49M -$3.46K -155 -0.2%
Jacobs Levy Equity Management
118
Jacobs Levy Equity Management
New Jersey
$1.37M -$19.6K -880 -1%
AIMCA
119
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$1.35M +$1.35M +60,300 New
TAM
120
THB Asset Management
Connecticut
$1.33M +$279K +12,492 +27%
BCI
121
Brinker Capital Investments
Pennsylvania
$1.3M +$1.29M +57,703 New
SOMRS
122
State of Michigan Retirement System
Michigan
$1.26M
ERSOT
123
Employees Retirement System of Texas
Texas
$1.19M
OPERF
124
Oregon Public Employees Retirement Fund
Oregon
$1.18M -$106K -4,725 -8%
AC
125
Athanor Capital
New York
$1.16M +$1.15M +51,658 New

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.