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SF

Stifel

328 hedge funds and large institutions have $6.04B invested in Stifel in 2021 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 98 increasing their positions, 137 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more call options, than puts

Call options by funds: $19.3M | Put options by funds: $3.87M

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

6% more capital invested

Capital invested by funds: $5.72B → $6.04B (+$327M)

1.17% more ownership

Funds ownership: 126.3%127.47% (+1.2%)

4% less funds holding

Funds holding: 342328 (-14)

26% less first-time investments, than exits

New positions opened: 31 | Existing positions closed: 42

28% less repeat investments, than reductions

Existing positions increased: 98 | Existing positions reduced: 137

Holders
328
Holders Change
-14
Holders Change %
-4.09%
% of All Funds
5.74%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
31
Increased
98
Reduced
137
Closed
42
Calls
$19.3M
Puts
$3.87M
Net Calls
+$15.5M
Net Calls Change
-$180K
Name Holding Trade Value Shares
Change
Change in
Stake
MFW
176
Mosaic Family Wealth
Missouri
$1.08M
Public Employees Retirement Association of Colorado
177
Public Employees Retirement Association of Colorado
Colorado
$1.05M
LPL Financial
178
LPL Financial
California
$1.04M +$567K +12,709 +124%
Pacer Advisors
179
Pacer Advisors
Pennsylvania
$988K +$1.52K +34 +0.2%
TCM
180
Tanaka Capital Management
New York
$947K
IMRF
181
Illinois Municipal Retirement Fund
Illinois
$926K
SAM
182
Shell Asset Management
Netherlands
$858K -$36.1K -810 -4%
Schroder Investment Management Group
183
Schroder Investment Management Group
United Kingdom
$857K +$556K +12,473 +193%
Brown Advisory
184
Brown Advisory
Maryland
$855K +$1.43K +32 +0.2%
RA
185
Rational Advisors
New York
$848K +$835K +18,720 New
X
186
Xponance
Pennsylvania
$808K -$38.3K -858 -5%
Arrowstreet Capital
187
Arrowstreet Capital
Massachusetts
$802K +$789K +17,700 New
SMC
188
Smith, Moore & Co
Missouri
$788K -$19.9K -446 -3%
Zurich Cantonal Bank
189
Zurich Cantonal Bank
Switzerland
$730K
SC
190
SouthState Corp
Florida
$709K
FHB
191
First Hawaiian Bank
Hawaii
$701K
Royal Bank of Canada
192
Royal Bank of Canada
Ontario, Canada
$690K -$270K -6,046 -28%
Susquehanna International Group
193
Susquehanna International Group
Pennsylvania
$672K -$9.09M -203,784 -93%
PFO
194
Pathstone Family Office
New Jersey
$666K +$92.3K +2,071 +16%
TA
195
Teton Advisors
New York
$663K
SAM
196
Securian Asset Management
Minnesota
$639K -$17.4K -391 -3%
QCM
197
Quantinno Capital Management
New York
$609K +$1.07K +24 +0.2%
HighTower Advisors
198
HighTower Advisors
Illinois
$594K -$19.2K -430 -3%
BAAM
199
Baker Avenue Asset Management
California
$576K -$16.1K -360 -3%
Squarepoint
200
Squarepoint
New York
$575K -$5.37M -120,489 -90%

SF Hedge Fund Activity: Q3 2021 in Review

328 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Stifel (SF) for Q3 2021, worth a combined $6.04B — up 5.7% from $5.72B a quarter earlier.

Sellers outnumbered buyers: 42 funds closed out of SF and 31 opened new positions — a net loss of 11 holders — while 137 trimmed existing stakes and 98 added.

The largest buyer was Prudential Financial, adding an estimated $39M. The largest seller was Dimensional Fund Advisors, cutting an estimated $29.9M.

  • 328 institutional investors held Stifel (SF) as of Q3 2021, down from 342 in Q2 2021.
  • Funds reported $6.04B of Stifel stock for Q3 2021, up 5.7% quarter-over-quarter.
  • 31 funds opened new Stifel positions in Q3 2021 and 42 closed out, a net change of -11 holders.
  • The largest Stifel buyer in Q3 2021 was Prudential Financial, an estimated $39M added.
  • The largest Stifel seller in Q3 2021 was Dimensional Fund Advisors, an estimated $29.9M sold.

Based on aggregated 13F filings for Q3 2021.