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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
GWM
151
Greenwich Wealth Management
Connecticut
$1.59M -$8.55K -176 -0.5%
Mercer Global Advisors
152
Mercer Global Advisors
Colorado
$1.55M -$104K -2,144 -6%
Osaic Holdings
153
Osaic Holdings
Arizona
$1.55M +$24.6K +506 +2%
NMERB
154
New Mexico Educational Retirement Board
New Mexico
$1.53M
SPIA
155
Steward Partners Investment Advisory
New York
$1.52M
PFBT
156
Parkside Financial Bank & Trust
Missouri
$1.42M +$10K +206 +0.7%
Teacher Retirement System of Texas
157
Teacher Retirement System of Texas
Texas
$1.42M +$233K +4,790 +19%
FDCDDQ
158
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.41M -$1.08M -22,335 -43%
ECM
159
ExodusPoint Capital Management
New York
$1.36M +$1.41M +28,947 New
BCI
160
Brinker Capital Investments
Pennsylvania
$1.31M +$33.9K +699 +3%
MLICM
161
Metropolitan Life Insurance Company (MetLife)
New York
$1.31M -$35.7K -736 -3%
MML Investors Services
162
MML Investors Services
Massachusetts
$1.31M +$30.9K +636 +2%
ProShare Advisors
163
ProShare Advisors
Maryland
$1.29M +$153K +3,157 +13%
CB
164
Commerce Bank
Missouri
$1.27M -$5.1K -105 -0.4%
Baird Financial Group
165
Baird Financial Group
Wisconsin
$1.26M +$2.91K +60 +0.2%
BAM
166
Blueshift Asset Management
New Jersey
$1.26M +$1.3M +26,867 New
IMRF
167
Illinois Municipal Retirement Fund
Illinois
$1.25M +$305K +6,276 +31%
Handelsbanken Fonder
168
Handelsbanken Fonder
Sweden
$1.24M
LPL Financial
169
LPL Financial
California
$1.23M +$160K +3,305 +14%
CF
170
CNA Financial
Illinois
$1.23M -$57.5K -1,185 -4%
NMIMC
171
Northwestern Mutual Investment Management Company
Wisconsin
$1.22M -$3.79K -78 -0.3%
Squarepoint
172
Squarepoint
New York
$1.2M +$627K +12,916 +102%
SIA
173
Sit Investment Associates
Minnesota
$1.18M +$54.6K +1,125 +5%
MS
174
Maven Securities
Jersey
$1.16M +$1.2M +24,782 New
MFW
175
Mosaic Family Wealth
Missouri
$1.12M

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.