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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
BlackRock
1
BlackRock
New York
$387M -$18.2M -817,164 -5%
Vanguard Group
2
Vanguard Group
Pennsylvania
$301M -$16.7M -747,108 -5%
Macquarie Group
3
Macquarie Group
Australia
$181M -$4.05M -181,328 -2%
AllianceBernstein
4
AllianceBernstein
Tennessee
$151M +$94.8M +4,246,814 +170%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$148M -$238K -10,677 -0.2%
EARNEST Partners
6
EARNEST Partners
Georgia
$110M +$6.37M +285,271 +6%
State Street
7
State Street
Massachusetts
$106M -$4.41M -197,401 -4%
Stifel Financial
8
Stifel Financial
Missouri
$84.9M -$377K -16,902 -0.4%
Goldman Sachs
9
Goldman Sachs
New York
$83.3M -$896K -40,111 -1%
Northern Trust
10
Northern Trust
Illinois
$83M -$482K -21,567 -0.6%
Fisher Asset Management
11
Fisher Asset Management
Washington
$61.7M -$335K -14,994 -0.5%
Invesco
12
Invesco
Georgia
$57.9M -$1.17M -52,481 -2%
Prudential Financial
13
Prudential Financial
New Jersey
$54.7M -$1.82M -81,617 -3%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$50.1M -$1.17M -52,349 -2%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$46.3M -$1.65M -73,840 -3%
Principal Financial Group
16
Principal Financial Group
Iowa
$38.7M -$564K -25,238 -1%
CCM
17
Channing Capital Management
Illinois
$37.9M +$462K +20,677 +1%
Victory Capital Management
18
Victory Capital Management
Texas
$35.9M -$2.86M -128,275 -7%
JP Morgan Chase
19
JP Morgan Chase
New York
$35.7M +$1.45M +64,948 +4%
Norges Bank
20
Norges Bank
Norway
$35.6M -$3.01M -134,964 -8%
GKIM
21
GW&K Investment Management
Massachusetts
$35.5M +$6.64M +297,189 +23%
N
22
Nuveen
North Carolina
$33.6M -$689K -30,861 -2%
Wells Fargo
23
Wells Fargo
California
$33.5M -$3.96M -177,131 -11%
Charles Schwab
24
Charles Schwab
California
$32.9M +$1.07M +48,100 +3%
Hotchkis & Wiley Capital Management
25
Hotchkis & Wiley Capital Management
California
$30.1M -$1.43M -64,102 -5%

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.