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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
PA
201
Profund Advisors
Maryland
$410K +$10K +338 +3%
HC
202
Henshaw Capital
Massachusetts
$397K
Two Sigma Advisers
203
Two Sigma Advisers
New York
$396K +$350K +11,775 New
FMBTD
204
First Midwest Bank Trust Division
Illinois
$390K -$105K -3,532 -23%
AA
205
ALPS Advisors
Colorado
$374K -$10K -337 -3%
Janney Montgomery Scott
206
Janney Montgomery Scott
Pennsylvania
$366K -$381K -12,838 -54%
PP
207
Paloma Partners
Connecticut
$363K +$2.58K +87 +0.8%
DT
208
Diversified Trust
Tennessee
$351K -$42.4K -1,427 -12%
COI
209
Connable Office Inc
Michigan
$350K
FFIC
210
First Fiduciary Investment Counsel
Ohio
$350K
FMT
211
First Mercantile Trust
Tennessee
$341K -$15K -504 -5%
FAM
212
Formidable Asset Management
Ohio
$338K -$4.1K -138 -1%
CAN
213
Cetera Advisor Networks
California
$329K +$30 +1 +0%
Wolverine Trading
214
Wolverine Trading
Illinois
$325K +$286K +9,648 New
RCM
215
Radnor Capital Management
Pennsylvania
$323K +$16.7K +561 +6%
CC
216
Centiva Capital
New York
$313K +$276K +9,291 New
CM
217
Capital Management
Virginia
$303K -$307K -10,350 -53%
NSEDCP
218
NJ State Employees Deferred Compensation Plan
New Jersey
$303K
CC
219
Cipher Capital
New York
$303K +$267K +9,000 New
BRWA
220
B. Riley Wealth Advisors
Florida
$299K -$23.9K -805 -8%
CCM
221
Coldstream Capital Management
Washington
$299K +$264K +8,877 New
CP
222
Covenant Partners
Tennessee
$299K +$264K +8,903 New
Citadel Advisors
223
Citadel Advisors
Florida
$298K -$393K -13,248 -60%
PAS
224
Park Avenue Securities
New York
$292K +$258K +8,681 New
NAM
225
NorthCoast Asset Management
Connecticut
$290K -$174K -5,855 -41%

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.