We are live on ! Find out more
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
TRSOTSOK
101
Teachers Retirement System of the State of Kentucky
Kentucky
$3.89M
Comerica Bank
102
Comerica Bank
Texas
$3.88M -$725K -16,268 -18%
CA
103
Capitolis Advisors
New York
$3.78M +$3.36M +75,357 New
AI
104
Axiom Investors
Connecticut
$3.76M -$386K -8,655 -9%
State of New Jersey Common Pension Fund D
105
State of New Jersey Common Pension Fund D
New Jersey
$3.67M -$187K -4,196 -5%
FC
106
Full18 Capital
Connecticut
$3.63M +$3.58M +80,241 New
TAM
107
Trillium Asset Management
Massachusetts
$3.43M +$369K +8,266 +12%
MIM
108
MetLife Investment Management
New Jersey
$3.42M -$145K -3,255 -4%
US Bancorp
109
US Bancorp
Minnesota
$3.42M -$399K -8,946 -11%
RJA
110
Raymond James & Associates
Florida
$3.4M +$263K +5,892 +9%
Canada Life
111
Canada Life
Manitoba, Canada
$3.37M +$536K +12,033 +19%
KOCAA
112
Knights of Columbus Asset Advisors
Connecticut
$3.37M +$12.4K +278 +0.4%
Rafferty Asset Management
113
Rafferty Asset Management
New York
$3.33M -$601K -13,482 -16%
OAM
114
Oppenheimer Asset Management
New York
$3.33M +$29.7K +667 +0.9%
PFC
115
Phocas Financial Corp
California
$3.26M +$28.5K +639 +0.9%
CSS
116
Cubist Systematic Strategies
Connecticut
$3.25M -$1.2M -26,841 -27%
Federated Hermes
117
Federated Hermes
Pennsylvania
$3.12M -$1.72M -38,679 -36%
Thrivent Financial for Lutherans
118
Thrivent Financial for Lutherans
Minnesota
$3.05M -$1.03M -23,133 -26%
CAMG
119
CWA Asset Management Group
Florida
$2.99M +$2.95M +66,059 New
Citigroup
120
Citigroup
New York
$2.99M -$4.89M -109,646 -62%
AIP
121
Ameritas Investment Partners
Nebraska
$2.79M -$267K -5,997 -9%
Boston Partners
122
Boston Partners
Massachusetts
$2.54M -$360K -8,080 -13%
Treasurer of the State of North Carolina
123
Treasurer of the State of North Carolina
North Carolina
$2.5M +$82.9K +1,859 +3%
Natixis Advisors
124
Natixis Advisors
Massachusetts
$2.44M +$325K +7,287 +16%
Two Sigma Investments
125
Two Sigma Investments
New York
$2.42M -$2.79M -62,490 -54%

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.