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SF

Stifel
SF

342 hedge funds and large institutions have $5.72B invested in Stifel in 2021 Q2 according to their latest regulatory filings, with 60 funds opening new positions, 80 increasing their positions, 149 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

345% more call options, than puts

Call options by funds: $20.2M | Put options by funds: $4.53M

186% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 21

12% more funds holding

Funds holding: 305 → 342 (+37)

1% less capital invested

Capital invested by funds: $5.77B → $5.72B (-$48.3M)

2.74% less ownership

Funds ownership: 129.03% → 126.3% (-2.7%)

46% less repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 149

57% less funds holding in top 10

Funds holding in top 10: 7 → 3 (-4)

Holders
342
Holders Change
+37
Holders Change %
+12.13%
% of All Funds
5.95%
Holding in Top 10
3
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-57.14%
% of All Funds
0.05%
New
60
Increased
80
Reduced
149
Closed
21
Calls
$20.2M
Puts
$4.53M
Net Calls
+$15.7M
Net Calls Change
-$22.6M

Top Buyers

1
Millennium Management
Millennium Management
New York
+$96.7M
2
Citadel Advisors
Citadel Advisors
Florida
+$37.7M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$32.1M
4
SFI
Susquehanna Fundamental Investments
Pennsylvania
+$27.1M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$24.3M

Top Sellers

1
BlackRock
BlackRock
New York
-$84.9M
2
Northern Trust
Northern Trust
Illinois
-$64.1M
3
N
Nuveen
North Carolina
-$41M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$35M
5
State Street
State Street
Massachusetts
-$30.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
SIA
176
Sit Investment Associates
Minnesota
$1.04M – – –
MFW
177
Mosaic Family Wealth
Missouri
$1.03M – – –
PI
178
Putnam Investments
Massachusetts
$1.03M -$2.54M -56,700 -70%
Public Employees Retirement Association of Colorado
179
Public Employees Retirement Association of Colorado
Colorado
$1M – – –
ACM
180
AlphaCrest Capital Management
New York
$976K +$765K +17,067 +310%
Verition Fund Management
181
Verition Fund Management
Connecticut
$963K +$999K +22,283 New
Pacer Advisors
182
Pacer Advisors
Pennsylvania
$941K +$223K +4,979 +30%
Royal Bank of Canada
183
Royal Bank of Canada
Ontario, Canada
$922K -$366K -8,156 -28%
TCM
184
Tanaka Capital Management
New York
$904K -$57.2K -1,275 -6%
TRCT
185
Tower Research Capital (TRC)
New York
$884K +$10.6K +237 +1%
IMRF
186
Illinois Municipal Retirement Fund
Illinois
$883K – – –
PHK
187
Point72 Hong Kong
Hong Kong
$873K +$906K +20,199 New
Teacher Retirement System of Texas
188
Teacher Retirement System of Texas
Texas
$870K +$136K +3,027 +18%
SAM
189
Shell Asset Management
Netherlands
$854K +$47.8K +1,065 +6%
CC
190
Centiva Capital
New York
$848K +$424K +9,450 +93%
BC
191
Bridgefront Capital
Texas
$848K +$879K +19,601 New
Brown Advisory
192
Brown Advisory
Maryland
$814K – – –
X
193
Xponance
Pennsylvania
$808K +$47.2K +1,053 +6%
EGM
194
Engineers Gate Manager
New York
$776K +$804K +17,937 New
SMC
195
Smith, Moore & Co
Missouri
$771K -$52.1K -1,162 -6%
TI
196
Trexquant Investment
Connecticut
$719K +$745K +16,620 New
CM
197
Caption Management
Oklahoma
$713K +$235K +5,250 +47%
PAG
198
Private Advisory Group
Washington
$710K +$737K +16,424 New
BCM
199
Bridgeway Capital Management
Texas
$700K – – –
Zurich Cantonal Bank
200
Zurich Cantonal Bank
Switzerland
$696K -$36.7K -819 -5%
6 7
8
9 10

SF Hedge Fund Activity: Q2 2021 in Review

342 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Stifel (SF) for Q2 2021, worth a combined $5.72B — down 0.84% from $5.77B a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new SF positions and 21 closed out — a net gain of 39 holders — while 80 added to existing stakes and 149 trimmed.

The largest buyer was Millennium Management, adding an estimated $96.7M. The largest seller was BlackRock, cutting an estimated $84.9M.

  • 342 institutional investors held Stifel (SF) as of Q2 2021, up from 305 in Q1 2021.
  • Funds reported $5.72B of Stifel stock for Q2 2021, down 0.84% quarter-over-quarter.
  • 60 funds opened new Stifel positions in Q2 2021 and 21 closed out, a net change of +39 holders.
  • The largest Stifel buyer in Q2 2021 was Millennium Management, an estimated $96.7M added.
  • The largest Stifel seller in Q2 2021 was BlackRock, an estimated $84.9M sold.

Based on aggregated 13F filings for Q2 2021.