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SF

Stifel

348 hedge funds and large institutions have $6.17B invested in Stifel in 2021 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 122 increasing their positions, 119 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

722% more call options, than puts

Call options by funds: $12.8M | Put options by funds: $1.56M

79% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 33

75% more funds holding in top 10

Funds holding in top 10: 47 (+3)

6% more funds holding

Funds holding: 328348 (+20)

3% more repeat investments, than reductions

Existing positions increased: 122 | Existing positions reduced: 119

2% more capital invested

Capital invested by funds: $6.04B → $6.17B (+$122M)

1.08% less ownership

Funds ownership: 127.47%126.39% (-1.1%)

Holders
348
Holders Change
+20
Holders Change %
+6.1%
% of All Funds
5.36%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.11%
New
59
Increased
122
Reduced
119
Closed
33
Calls
$12.8M
Puts
$1.56M
Net Calls
+$11.2M
Net Calls Change
-$4.23M
Name Holding Trade Value Shares
Change
Change in
Stake
TC
101
Taika Capital
Florida
$4M +$4.06M +83,670 New
YCM
102
Yousif Capital Management
Michigan
$3.94M +$4.07M +83,915 New
NIG
103
NFJ Investment Group
Texas
$3.92M -$241K -4,962 -6%
TAM
104
Trillium Asset Management
Massachusetts
$3.91M +$372K +7,655 +10%
Ensign Peak Advisors
105
Ensign Peak Advisors
Utah
$3.83M -$2.72M -56,093 -41%
Rafferty Asset Management
106
Rafferty Asset Management
New York
$3.79M +$352K +7,245 +10%
State of New Jersey Common Pension Fund D
107
State of New Jersey Common Pension Fund D
New Jersey
$3.71M -$90.2K -1,858 -2%
Canada Life
108
Canada Life
Manitoba, Canada
$3.71M +$250K +5,148 +7%
OAM
109
Oppenheimer Asset Management
New York
$3.66M +$223K +4,584 +6%
US Bancorp
110
US Bancorp
Minnesota
$3.64M +$98.8K +2,035 +3%
MIM
111
MetLife Investment Management
New Jersey
$3.55M +$8.16K +168 +0.2%
CA
112
Capitolis Advisors
New York
$3.54M
PNC Financial Services Group
113
PNC Financial Services Group
Pennsylvania
$3.44M +$2.08M +42,925 +141%
Comerica Bank
114
Comerica Bank
Texas
$3.37M +$12.4K +255 +0.3%
Citigroup
115
Citigroup
New York
$3.37M +$279K +5,741 +9%
Two Sigma Investments
116
Two Sigma Investments
New York
$3.29M +$807K +16,610 +31%
Federated Hermes
117
Federated Hermes
Pennsylvania
$3.17M -$64.1K -1,320 -2%
CAMG
118
CWA Asset Management Group
Florida
$3.15M +$49.9K +1,027 +2%
Thrivent Financial for Lutherans
119
Thrivent Financial for Lutherans
Minnesota
$3.07M +$4.42K +91 +0.1%
EAM
120
EFG Asset Management
Oregon
$2.98M +$3.08M +63,488 New
DA
121
Duality Advisers
Florida
$2.96M +$3.06M +62,991 New
Natixis Advisors
122
Natixis Advisors
Massachusetts
$2.94M +$417K +8,587 +16%
Voloridge Investment Management
123
Voloridge Investment Management
Florida
$2.92M +$1.52M +31,399 +102%
AIP
124
Ameritas Investment Partners
Nebraska
$2.89M
CIA
125
Capital Impact Advisors
Massachusetts
$2.8M -$1.7M -35,081 -37%

SF Hedge Fund Activity: Q4 2021 in Review

348 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Stifel (SF) for Q4 2021, worth a combined $6.17B — up 2% from $6.04B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new SF positions and 33 closed out — a net gain of 26 holders — while 122 added to existing stakes and 119 trimmed.

The largest buyer was BlackRock, adding an estimated $54.1M. The largest seller was Wells Fargo, cutting an estimated $40.9M.

  • 348 institutional investors held Stifel (SF) as of Q4 2021, up from 328 in Q3 2021.
  • Funds reported $6.17B of Stifel stock for Q4 2021, up 2% quarter-over-quarter.
  • 59 funds opened new Stifel positions in Q4 2021 and 33 closed out, a net change of +26 holders.
  • The largest Stifel buyer in Q4 2021 was BlackRock, an estimated $54.1M added.
  • The largest Stifel seller in Q4 2021 was Wells Fargo, an estimated $40.9M sold.

Based on aggregated 13F filings for Q4 2021.