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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
COPPSERS
126
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.74M +$64.1K +2,160 +4%
OPERF
127
Oregon Public Employees Retirement Fund
Oregon
$1.73M -$30.2K -1,017 -2%
BNP Paribas Financial Markets
128
BNP Paribas Financial Markets
France
$1.68M +$339K +11,431 +30%
Natixis Advisors
129
Natixis Advisors
Massachusetts
$1.64M +$742K +25,004 +105%
JCIA
130
Jackson Creek Investment Advisors
Colorado
$1.6M -$4.25K -143 -0.3%
BCI
131
Brinker Capital Investments
Pennsylvania
$1.59M -$309K -10,412 -18%
BUB
132
BBVA USA Bancshares
Texas
$1.59M +$65.3K +2,199 +5%
Squarepoint
133
Squarepoint
New York
$1.51M -$898K -30,260 -40%
ASRS
134
Arizona State Retirement System
Arizona
$1.5M -$52.8K -1,777 -4%
PNC Financial Services Group
135
PNC Financial Services Group
Pennsylvania
$1.48M -$55.5K -1,868 -4%
RFC
136
Regions Financial Corp
Alabama
$1.34M +$42.2K +1,420 +4%
DA
137
Detalus Advisors
Missouri
$1.33M
MGIA
138
Moneta Group Investment Advisors
Missouri
$1.31M -$356 -12 -0%
LSERS
139
Louisiana State Employees Retirement System
Louisiana
$1.3M +$4.45K +150 +0.4%
EAM
140
Eagle Asset Management
Florida
$1.26M +$1.11M +37,497 New
CB
141
Commerce Bank
Missouri
$1.26M -$327 -11 -0%
Fifth Third Bancorp
142
Fifth Third Bancorp
Ohio
$1.24M -$57.1K -1,923 -5%
Voloridge Investment Management
143
Voloridge Investment Management
Florida
$1.24M +$1.09M +36,845 New
Mercer Global Advisors
144
Mercer Global Advisors
Colorado
$1.19M +$462K +15,551 +78%
SG Americas Securities
145
SG Americas Securities
New York
$1.19M +$1.05M +35,247 New
Osaic Holdings
146
Osaic Holdings
Arizona
$1.18M -$6.44K -217 -0.6%
GWM
147
Greenwich Wealth Management
Connecticut
$1.15M -$4.33K -146 -0.4%
TRCT
148
Tower Research Capital (TRC)
New York
$1.15M -$4.16M -139,977 -80%
JMPWA
149
JP Morgan Private Wealth Advisors
California
$1.12M +$26.2K +882 +3%
SOADOR
150
State of Alaska Department of Revenue
Alaska
$1.1M -$39.7K -1,338 -4%

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.