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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
SMC
176
Smith, Moore & Co
Missouri
$659K -$31K -1,043 -5%
Brown Advisory
177
Brown Advisory
Maryland
$642K +$7.6K +256 +1%
Zurich Cantonal Bank
178
Zurich Cantonal Bank
Switzerland
$636K +$37K +1,247 +7%
HF
179
HRT Financial
New York
$635K -$471K -15,876 -46%
SAM
180
Shell Asset Management
Netherlands
$632K +$91.9K +3,097 +20%
ECM
181
ExodusPoint Capital Management
New York
$611K +$539K +18,161 New
P
182
Pitcairn
Pennsylvania
$608K +$14.5K +489 +3%
Acadian Asset Management
183
Acadian Asset Management
Massachusetts
$602K -$174K -5,858 -25%
Pacer Advisors
184
Pacer Advisors
Pennsylvania
$579K -$594K -20,018 -54%
QCM
185
Quantinno Capital Management
New York
$573K
Mitsubishi UFJ Trust & Banking
186
Mitsubishi UFJ Trust & Banking
Japan
$568K -$140K -4,725 -22%
FHB
187
First Hawaiian Bank
Hawaii
$568K -$83.1K -2,799 -14%
GCP
188
GSA Capital Partners
United Kingdom
$567K -$503K -16,947 -50%
BAAM
189
Baker Avenue Asset Management
California
$561K -$2.49K -84 -0.5%
BCM
190
Bridgeway Capital Management
Texas
$545K -$86.8K -2,925 -15%
Nisa Investment Advisors
191
Nisa Investment Advisors
Missouri
$539K +$5.02K +169 +1%
HighTower Advisors
192
HighTower Advisors
Illinois
$532K -$10.6K -357 -2%
SC
193
SouthState Corp
Florida
$527K -$192K -6,458 -29%
OSAM
194
O'Shaughnessy Asset Management
Connecticut
$515K +$77.6K +2,614 +21%
SAM
195
Securian Asset Management
Minnesota
$493K -$9.95K -335 -2%
NICM
196
Neo Ivy Capital Management
New York
$493K +$435K +14,651 New
AB
197
Amalgamated Bank
New York
$482K +$4.13K +139 +1%
Teacher Retirement System of Texas
198
Teacher Retirement System of Texas
Texas
$474K +$153K +5,144 +58%
PAMU
199
Pictet Asset Management (UK)
United Kingdom
$439K
CGH
200
Crossmark Global Holdings
Texas
$432K -$16.3K -548 -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.