We are live on ! Find out more
SF

Stifel

271 hedge funds and large institutions have $2.75B invested in Stifel in 2020 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 103 increasing their positions, 94 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

751% more call options, than puts

Call options by funds: $13.7M | Put options by funds: $1.61M

100% more funds holding in top 10

Funds holding in top 10: 36 (+3)

19% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 32

16% more capital invested

Capital invested by funds: $2.37B → $2.75B (+$378M)

4.43% more ownership

Funds ownership: 186.38%190.81% (+4.4%)

1% more funds holding

Funds holding: 267271 (+4)

10% more repeat investments, than reductions

Existing positions increased: 103 | Existing positions reduced: 94

Holders
271
Holders Change
+4
Holders Change %
+1.5%
% of All Funds
5.56%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.12%
New
38
Increased
103
Reduced
94
Closed
32
Calls
$13.7M
Puts
$1.61M
Net Calls
+$12.1M
Net Calls Change
+$1.82M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$380M -$4.36M -216,987 -1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$298M -$6.9M -343,634 -2%
Macquarie Group
3
Macquarie Group
Australia
$174M +$2.09M +104,058 +1%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$139M +$2.58M +128,228 +2%
State Street
5
State Street
Massachusetts
$103M +$21.8K +1,084 +0%
EARNEST Partners
6
EARNEST Partners
Georgia
$97.6M +$28K +1,393 +0%
Stifel Financial
7
Stifel Financial
Missouri
$80M +$6.31M +314,125 +9%
Goldman Sachs
8
Goldman Sachs
New York
$79M +$12.5M +624,335 +20%
Northern Trust
9
Northern Trust
Illinois
$78.4M +$497K +24,732 +0.7%
Fisher Asset Management
10
Fisher Asset Management
Washington
$58.2M +$1.16M +57,708 +2%
Invesco
11
Invesco
Georgia
$55.4M -$1.16M -57,535 -2%
Prudential Financial
12
Prudential Financial
New Jersey
$53M -$6.53M -324,902 -11%
AllianceBernstein
13
AllianceBernstein
Tennessee
$52.5M -$4.34M -216,101 -8%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$48.1M +$440K +21,906 +1%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$45M +$2.34M +116,493 +6%
Principal Financial Group
16
Principal Financial Group
Iowa
$36.9M +$7.34M +365,499 +26%
Victory Capital Management
17
Victory Capital Management
Texas
$36.4M -$45.8M -2,281,122 -57%
Norges Bank
18
Norges Bank
Norway
$36.3M +$2.66M +132,269 +8%
Wells Fargo
19
Wells Fargo
California
$35.2M +$11.2M +556,913 +50%
CCM
20
Channing Capital Management
Illinois
$35.1M -$3.98M -197,930 -11%
JP Morgan Chase
21
JP Morgan Chase
New York
$32.4M +$2.58M +128,495 +9%
N
22
Nuveen
North Carolina
$32.2M +$184K +9,153 +0.6%
Charles Schwab
23
Charles Schwab
California
$29.9M +$672K +33,424 +2%
Hotchkis & Wiley Capital Management
24
Hotchkis & Wiley Capital Management
California
$29.6M -$3.1M -154,485 -10%
AQR Capital Management
25
AQR Capital Management
Connecticut
$27M -$493K -24,512 -2%

SF Hedge Fund Activity: Q2 2020 in Review

271 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Stifel (SF) for Q2 2020, worth a combined $2.75B — up 16% from $2.37B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new SF positions and 32 closed out — a net gain of 6 holders — while 103 added to existing stakes and 94 trimmed.

The largest buyer was Azora Capital LP, opening a new position worth an estimated $15.7M. The largest seller was Victory Capital Management, cutting an estimated $45.8M.

  • 271 institutional investors held Stifel (SF) as of Q2 2020, up from 267 in Q1 2020.
  • Funds reported $2.75B of Stifel stock for Q2 2020, up 16% quarter-over-quarter.
  • 38 funds opened new Stifel positions in Q2 2020 and 32 closed out, a net change of +6 holders.
  • The largest Stifel buyer in Q2 2020 was Azora Capital LP, an estimated $15.7M added.
  • The largest Stifel seller in Q2 2020 was Victory Capital Management, an estimated $45.8M sold.

Based on aggregated 13F filings for Q2 2020.