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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
Tudor Investment Corp
201
Tudor Investment Corp
Connecticut
$569K -$1.91M -42,750 -77%
MAP
202
Moody Aldrich Partners
Massachusetts
$560K -$446 -10 -0.1%
Mitsubishi UFJ Trust & Banking
203
Mitsubishi UFJ Trust & Banking
Japan
$557K
EFSCE
204
Enterprise Financial Services Corp (EFSC)
Missouri
$554K +$546K +12,239 New
CGH
205
Crossmark Global Holdings
Texas
$547K -$18.1K -405 -3%
MSRPS
206
Maryland State Retirement & Pension System
Maryland
$539K +$54K +1,212 +12%
CM
207
Caption Management
Oklahoma
$536K -$208K -4,666 -28%
P
208
Pitcairn
Pennsylvania
$530K -$59.4K -1,333 -10%
AG
209
Algert Global
California
$520K +$512K +11,484 New
ACM
210
AlphaCrest Capital Management
New York
$507K -$507K -11,374 -50%
OSAM
211
O'Shaughnessy Asset Management
Connecticut
$496K -$29.2K -656 -6%
PAMS
212
Pictet Asset Management (Switzerland)
Switzerland
$483K +$475K +10,664 New
PAS
213
Park Avenue Securities
New York
$472K +$7.09K +159 +2%
Northwestern Mutual Wealth Management
214
Northwestern Mutual Wealth Management
Wisconsin
$463K -$8.03K -180 -2%
DCM
215
Dupont Capital Management
Delaware
$450K -$35.8K -804 -7%
PAG
216
Private Advisor Group
New Jersey
$426K +$210K +4,717 +100%
Allianz Asset Management
217
Allianz Asset Management
Germany
$414K +$408K +9,149 New
NSEDCP
218
NJ State Employees Deferred Compensation Plan
New Jersey
$408K
FMT
219
First Mercantile Trust
Tennessee
$404K -$40.7K -912 -9%
IIC
220
Integrated Investment Consultants
Michigan
$402K +$3.92K +88 +1%
Truist Financial
221
Truist Financial
North Carolina
$392K +$28K +627 +8%
SCM
222
Shelton Capital Management
Colorado
$390K
COI
223
Connable Office Inc
Michigan
$390K +$11.3K +254 +3%
HC
224
Henshaw Capital
Massachusetts
$383K -$71.2K -1,596 -16%
SG Americas Securities
225
SG Americas Securities
New York
$379K -$2.34M -52,476 -86%

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.