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SF

Stifel

348 hedge funds and large institutions have $6.17B invested in Stifel in 2021 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 122 increasing their positions, 119 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

722% more call options, than puts

Call options by funds: $12.8M | Put options by funds: $1.56M

79% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 33

75% more funds holding in top 10

Funds holding in top 10: 47 (+3)

6% more funds holding

Funds holding: 328348 (+20)

3% more repeat investments, than reductions

Existing positions increased: 122 | Existing positions reduced: 119

2% more capital invested

Capital invested by funds: $6.04B → $6.17B (+$122M)

1.08% less ownership

Funds ownership: 127.47%126.39% (-1.1%)

Holders
348
Holders Change
+20
Holders Change %
+6.1%
% of All Funds
5.36%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.11%
New
59
Increased
122
Reduced
119
Closed
33
Calls
$12.8M
Puts
$1.56M
Net Calls
+$11.2M
Net Calls Change
-$4.23M
Name Holding Trade Value Shares
Change
Change in
Stake
PFO
201
Pathstone Family Office
New Jersey
$697K +$7.24K +149 +1%
SG Americas Securities
202
SG Americas Securities
New York
$689K +$307K +6,321 +76%
TA
203
Teton Advisors
New York
$687K
TC
204
TwinBeech Capital
New York
$686K +$710K +14,622 New
CCM
205
Coldstream Capital Management
Washington
$672K +$695K +14,303 New
SAM
206
Securian Asset Management
Minnesota
$655K -$7.28K -150 -1%
BAAM
207
Baker Avenue Asset Management
California
$633K +$36.3K +748 +6%
EGM
208
Engineers Gate Manager
New York
$585K +$605K +12,461 New
PP
209
Paloma Partners
Connecticut
$582K +$602K +12,399 New
MAP
210
Moody Aldrich Partners
Massachusetts
$573K -$7.58K -156 -1%
PAS
211
Park Avenue Securities
New York
$562K +$75.2K +1,548 +15%
MSRPS
212
Maryland State Retirement & Pension System
Maryland
$547K
PCM
213
Prelude Capital Management
New York
$543K +$561K +11,558 New
YMRC
214
Yorktown Management & Research Company
Virginia
$542K +$561K +11,550 New
P
215
Pitcairn
Pennsylvania
$529K -$21.3K -438 -4%
Mitsubishi UFJ Trust & Banking
216
Mitsubishi UFJ Trust & Banking
Japan
$528K -$51.6K -1,062 -9%
PAMS
217
Pictet Asset Management (Switzerland)
Switzerland
$501K
OSAM
218
O'Shaughnessy Asset Management
Connecticut
$490K -$24.2K -499 -5%
Northwestern Mutual Wealth Management
219
Northwestern Mutual Wealth Management
Wisconsin
$479K +$49 +1 +0%
CIP
220
Cornerstone Investment Partners
Georgia
$470K +$210K +4,323 +76%
BFM
221
Boothbay Fund Management
New York
$449K +$465K +9,569 New
FRM
222
Fox Run Management
Connecticut
$444K +$460K +9,468 New
PI
223
PineBridge Investments
New York
$431K -$1.86M -38,291 -81%
NSEDCP
224
NJ State Employees Deferred Compensation Plan
New Jersey
$423K
COI
225
Connable Office Inc
Michigan
$417K +$13.7K +283 +3%

SF Hedge Fund Activity: Q4 2021 in Review

348 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Stifel (SF) for Q4 2021, worth a combined $6.17B — up 2% from $6.04B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new SF positions and 33 closed out — a net gain of 26 holders — while 122 added to existing stakes and 119 trimmed.

The largest buyer was BlackRock, adding an estimated $54.1M. The largest seller was Wells Fargo, cutting an estimated $40.9M.

  • 348 institutional investors held Stifel (SF) as of Q4 2021, up from 328 in Q3 2021.
  • Funds reported $6.17B of Stifel stock for Q4 2021, up 2% quarter-over-quarter.
  • 59 funds opened new Stifel positions in Q4 2021 and 33 closed out, a net change of +26 holders.
  • The largest Stifel buyer in Q4 2021 was BlackRock, an estimated $54.1M added.
  • The largest Stifel seller in Q4 2021 was Wells Fargo, an estimated $40.9M sold.

Based on aggregated 13F filings for Q4 2021.