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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
FMT
201
First Mercantile Trust
Tennessee
$322K +$115K +5,141 +93%
AB
202
Amalgamated Bank
New York
$319K -$3.1K -139 -1%
CGH
203
Crossmark Global Holdings
Texas
$301K -$1K -45 -0.3%
PAMU
204
Pictet Asset Management (UK)
United Kingdom
$293K +$291K +13,050 New
OSAM
205
O'Shaughnessy Asset Management
Connecticut
$285K +$20.9K +934 +8%
Balyasny Asset Management
206
Balyasny Asset Management
Illinois
$276K +$275K +12,301 New
DT
207
Diversified Trust
Tennessee
$267K
PA
208
Profund Advisors
Maryland
$267K +$51.4K +2,300 +24%
HC
209
Henshaw Capital
Massachusetts
$265K
AA
210
ALPS Advisors
Colorado
$257K +$256K +11,455 New
FAM
211
Formidable Asset Management
Ohio
$249K
PP
212
Paloma Partners
Connecticut
$241K -$451K -20,203 -65%
IMRF
213
Illinois Municipal Retirement Fund
Illinois
$241K +$239K +10,715 New
FFIC
214
First Fiduciary Investment Counsel
Ohio
$234K -$133K -5,940 -36%
COI
215
Connable Office Inc
Michigan
$234K +$7.64K +342 +3%
CAN
216
Cetera Advisor Networks
California
$220K +$219K +9,787 New
BRWA
217
B. Riley Wealth Advisors
Florida
$217K +$216K +9,679 New
Verition Fund Management
218
Verition Fund Management
Connecticut
$215K +$213K +9,553 New
BFM
219
Boothbay Fund Management
New York
$212K +$211K +9,450 New
SCM
220
Shelton Capital Management
Colorado
$208K +$207K +9,268 New
RCM
221
Radnor Capital Management
Pennsylvania
$203K +$202K +9,045 New
NSEDCP
222
NJ State Employees Deferred Compensation Plan
New Jersey
$202K +$201K +9,000 New
Teacher Retirement System of Texas
223
Teacher Retirement System of Texas
Texas
$201K +$200K +8,941 New
PCG
224
Private Capital Group
Connecticut
$146K -$8.11K -363 -5%
PCM
225
Prelude Capital Management
New York
$134K -$46.6K -2,086 -26%

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.