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SF

Stifel
SF

342 hedge funds and large institutions have $5.72B invested in Stifel in 2021 Q2 according to their latest regulatory filings, with 60 funds opening new positions, 80 increasing their positions, 149 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

345% more call options, than puts

Call options by funds: $20.2M | Put options by funds: $4.53M

186% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 21

12% more funds holding

Funds holding: 305 → 342 (+37)

1% less capital invested

Capital invested by funds: $5.77B → $5.72B (-$48.3M)

2.74% less ownership

Funds ownership: 129.03% → 126.3% (-2.7%)

46% less repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 149

57% less funds holding in top 10

Funds holding in top 10: 7 → 3 (-4)

Holders
342
Holders Change
+37
Holders Change %
+12.13%
% of All Funds
5.95%
Holding in Top 10
3
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-57.14%
% of All Funds
0.05%
New
60
Increased
80
Reduced
149
Closed
21
Calls
$20.2M
Puts
$4.53M
Net Calls
+$15.7M
Net Calls Change
-$22.6M

Top Buyers

1
Millennium Management
Millennium Management
New York
+$96.7M
2
Citadel Advisors
Citadel Advisors
Florida
+$37.7M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$32.1M
4
SFI
Susquehanna Fundamental Investments
Pennsylvania
+$27.1M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$24.3M

Top Sellers

1
BlackRock
BlackRock
New York
-$84.9M
2
Northern Trust
Northern Trust
Illinois
-$64.1M
3
N
Nuveen
North Carolina
-$41M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$35M
5
State Street
State Street
Massachusetts
-$30.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
HSBC Holdings
101
HSBC Holdings
United Kingdom
$4.3M +$967K +21,573 +28%
CSS
102
Cubist Systematic Strategies
Connecticut
$4.26M +$3.84M +85,718 +668%
NIG
103
NFJ Investment Group
Texas
$4.24M -$118K -2,623 -3%
Ohio Public Employees Retirement System (OPERS)
104
Ohio Public Employees Retirement System (OPERS)
Ohio
$4.06M +$4.03M +89,821 +2,169%
Comerica Bank
105
Comerica Bank
Texas
$4.01M -$93.4K -2,082 -2%
AI
106
Axiom Investors
Connecticut
$3.96M -$927K -20,664 -18%
Thrivent Financial for Lutherans
107
Thrivent Financial for Lutherans
Minnesota
$3.92M -$583 -13 -0%
Rafferty Asset Management
108
Rafferty Asset Management
New York
$3.76M +$3.9M +86,964 New
APG Asset Management
109
APG Asset Management
Netherlands
$3.75M -$1.02M -22,650 -18%
TRSOTSOK
110
Teachers Retirement System of the State of Kentucky
Kentucky
$3.71M – – –
State of New Jersey Common Pension Fund D
111
State of New Jersey Common Pension Fund D
New Jersey
$3.68M -$743K -16,558 -16%
US Bancorp
112
US Bancorp
Minnesota
$3.65M -$3.34M -74,568 -47%
FNBOO
113
First National Bank of Omaha
Nebraska
$3.5M – – –
MIM
114
MetLife Investment Management
New Jersey
$3.41M -$2.61M -58,237 -43%
Jacobs Levy Equity Management
115
Jacobs Levy Equity Management
New Jersey
$3.32M +$31.9K +711 +0.9%
KOCAA
116
Knights of Columbus Asset Advisors
Connecticut
$3.2M +$32.8K +732 +1%
OAM
117
Oppenheimer Asset Management
New York
$3.14M +$155K +3,467 +5%
PFC
118
Phocas Financial Corp
California
$3.08M -$7.19M -160,293 -69%
RJA
119
Raymond James & Associates
Florida
$2.99M -$152K -3,385 -5%
State of Tennessee, Department of Treasury
120
State of Tennessee, Department of Treasury
Tennessee
$2.94M -$1.35M -30,000 -31%
AIP
121
Ameritas Investment Partners
Nebraska
$2.92M -$572K -12,762 -16%
TAM
122
Trillium Asset Management
Massachusetts
$2.92M +$313K +6,972 +12%
BNP Paribas Financial Markets
123
BNP Paribas Financial Markets
France
$2.78M -$1.43M -31,909 -33%
Boston Partners
124
Boston Partners
Massachusetts
$2.77M -$237K -5,274 -8%
Canada Life
125
Canada Life
Manitoba, Canada
$2.67M +$32K +714 +1%
3 4
5
6 7

SF Hedge Fund Activity: Q2 2021 in Review

342 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Stifel (SF) for Q2 2021, worth a combined $5.72B — down 0.84% from $5.77B a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new SF positions and 21 closed out — a net gain of 39 holders — while 80 added to existing stakes and 149 trimmed.

The largest buyer was Millennium Management, adding an estimated $96.7M. The largest seller was BlackRock, cutting an estimated $84.9M.

  • 342 institutional investors held Stifel (SF) as of Q2 2021, up from 305 in Q1 2021.
  • Funds reported $5.72B of Stifel stock for Q2 2021, down 0.84% quarter-over-quarter.
  • 60 funds opened new Stifel positions in Q2 2021 and 21 closed out, a net change of +39 holders.
  • The largest Stifel buyer in Q2 2021 was Millennium Management, an estimated $96.7M added.
  • The largest Stifel seller in Q2 2021 was BlackRock, an estimated $84.9M sold.

Based on aggregated 13F filings for Q2 2021.