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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
PI
101
Putnam Investments
Massachusetts
$2.79M +$2.46M +82,950 New
MSA
102
Mason Street Advisors
Wisconsin
$2.78M -$1.25K -42 -0.1%
Renaissance Technologies
103
Renaissance Technologies
New York
$2.75M +$2.42M +81,623 New
AIP
104
Ameritas Investment Partners
Nebraska
$2.71M -$28.8K -969 -1%
Verition Fund Management
105
Verition Fund Management
Connecticut
$2.54M +$1.96M +65,857 +689%
Boston Partners
106
Boston Partners
Massachusetts
$2.53M -$269K -9,055 -11%
AC
107
Athanor Capital
New York
$2.5M +$672K +22,622 +44%
KOCAA
108
Knights of Columbus Asset Advisors
Connecticut
$2.49M -$433K -14,579 -16%
CM
109
Castleark Management
Illinois
$2.41M -$1.05M -35,512 -33%
VIA
110
Vident Investment Advisory
Georgia
$2.37M -$113K -3,818 -5%
OAM
111
Oppenheimer Asset Management
New York
$2.28M +$46.3K +1,561 +2%
MLICM
112
Metropolitan Life Insurance Company (MetLife)
New York
$2.26M -$18K -606 -0.9%
Canada Life
113
Canada Life
Manitoba, Canada
$2.25M -$184K -6,185 -8%
TAM
114
THB Asset Management
Connecticut
$2.22M +$199K +6,688 +11%
Jacobs Levy Equity Management
115
Jacobs Levy Equity Management
New Jersey
$2.18M +$112K +3,763 +6%
PFBT
116
Parkside Financial Bank & Trust
Missouri
$2.17M -$1.41M -47,552 -42%
FDCDDQ
117
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.1M -$303K -10,216 -14%
SOMRS
118
State of Michigan Retirement System
Michigan
$1.89M +$30 +1 +0%
ProShare Advisors
119
ProShare Advisors
Maryland
$1.88M +$491K +16,539 +42%
OTPPB
120
Ontario Teachers' Pension Plan Board
Ontario, Canada
$1.83M +$1.62M +54,443 New
NMIMC
121
Northwestern Mutual Investment Management Company
Wisconsin
$1.79M -$15.3K -516 -1%
ERSOT
122
Employees Retirement System of Texas
Texas
$1.77M -$30 -1 -0%
TAM
123
Trillium Asset Management
Massachusetts
$1.75M +$59.6K +2,007 +4%
T. Rowe Price Associates
124
T. Rowe Price Associates
Maryland
$1.75M +$72.3K +2,434 +5%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
125
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$1.74M +$1.54M +51,750 New

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.