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SF

Stifel

277 hedge funds and large institutions have $2.98B invested in Stifel in 2020 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 89 increasing their positions, 102 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

106% more call options, than puts

Call options by funds: $6.87M | Put options by funds: $3.33M

27% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 30

8% more capital invested

Capital invested by funds: $2.75B → $2.98B (+$224M)

2.48% more ownership

Funds ownership: 190.81%193.28% (+2.5%)

2% more funds holding

Funds holding: 271277 (+6)

13% less repeat investments, than reductions

Existing positions increased: 89 | Existing positions reduced: 102

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

Holders
277
Holders Change
+6
Holders Change %
+2.21%
% of All Funds
5.59%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.1%
New
38
Increased
89
Reduced
102
Closed
30
Calls
$6.87M
Puts
$3.33M
Net Calls
+$3.54M
Net Calls Change
-$8.58M
Name Holding Trade Value Shares
Change
Change in
Stake
Mitsubishi UFJ Trust & Banking
176
Mitsubishi UFJ Trust & Banking
Japan
$485K
ANTB
177
AMG National Trust Bank
Colorado
$478K -$426K -19,067 -47%
Jane Street
178
Jane Street
New York
$478K +$476K +21,310 New
SMC
179
Smith, Moore & Co
Missouri
$464K +$11.7K +524 +3%
BPM
180
Bowling Portfolio Management
Ohio
$461K -$667K -29,891 -59%
X
181
Xponance
Pennsylvania
$461K -$7.88K -353 -2%
Mercer Global Advisors
182
Mercer Global Advisors
Colorado
$446K +$33.2K +1,489 +8%
TCM
183
Tanaka Capital Management
New York
$445K -$38.9K -1,740 -8%
FHB
184
First Hawaiian Bank
Hawaii
$443K +$104K +4,646 +31%
CM
185
Capital Management
Virginia
$435K
BCM
186
Bridgeway Capital Management
Texas
$430K
Brown Advisory
187
Brown Advisory
Maryland
$423K +$113K +5,063 +37%
Zurich Cantonal Bank
188
Zurich Cantonal Bank
Switzerland
$397K
P
189
Pitcairn
Pennsylvania
$396K -$11.2K -501 -3%
VRS
190
Virginia Retirement Systems
Virginia
$384K +$116K +5,175 +43%
QCM
191
Quantinno Capital Management
New York
$383K
BAAM
192
Baker Avenue Asset Management
California
$377K +$73.6K +3,297 +24%
HighTower Advisors
193
HighTower Advisors
Illinois
$365K +$362K +16,202 New
Nisa Investment Advisors
194
Nisa Investment Advisors
Missouri
$356K +$75.9K +3,398 +27%
SAM
195
Shell Asset Management
Netherlands
$352K
PA
196
Parallel Advisors
California
$351K +$603 +27 +0.2%
Walleye Capital
197
Walleye Capital
New York
$346K +$343K +15,377 New
FMBTD
198
First Midwest Bank Trust Division
Illinois
$340K -$45.3K -2,030 -12%
SAM
199
Securian Asset Management
Minnesota
$337K -$13.1K -587 -4%
NAM
200
NorthCoast Asset Management
Connecticut
$325K -$305K -13,662 -49%

SF Hedge Fund Activity: Q3 2020 in Review

277 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Stifel (SF) for Q3 2020, worth a combined $2.98B — up 8.1% from $2.75B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new SF positions and 30 closed out — a net gain of 8 holders — while 89 added to existing stakes and 102 trimmed.

The largest buyer was AllianceBernstein, adding an estimated $94.8M. The largest seller was BlackRock, cutting an estimated $18.2M.

  • 277 institutional investors held Stifel (SF) as of Q3 2020, up from 271 in Q2 2020.
  • Funds reported $2.98B of Stifel stock for Q3 2020, up 8.1% quarter-over-quarter.
  • 38 funds opened new Stifel positions in Q3 2020 and 30 closed out, a net change of +8 holders.
  • The largest Stifel buyer in Q3 2020 was AllianceBernstein, an estimated $94.8M added.
  • The largest Stifel seller in Q3 2020 was BlackRock, an estimated $18.2M sold.

Based on aggregated 13F filings for Q3 2020.