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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
BlackRock
1
BlackRock
New York
$599M +$18.1M +609,631 +4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$459M +$7.67M +258,305 +2%
Capital Research Global Investors
3
Capital Research Global Investors
California
$301M +$266M +8,961,309 New
Macquarie Group
4
Macquarie Group
Australia
$270M -$966K -32,535 -0.4%
AllianceBernstein
5
AllianceBernstein
Tennessee
$225M -$1.32M -44,426 -0.7%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$208M -$11.8M -396,323 -6%
EARNEST Partners
7
EARNEST Partners
Georgia
$178M +$11.5M +386,135 +8%
State Street
8
State Street
Massachusetts
$158M -$395K -13,293 -0.3%
Northern Trust
9
Northern Trust
Illinois
$122M -$2.27M -76,622 -2%
Stifel Financial
10
Stifel Financial
Missouri
$118M -$8.25M -277,982 -7%
Goldman Sachs
11
Goldman Sachs
New York
$105M -$17.4M -585,591 -16%
Fisher Asset Management
12
Fisher Asset Management
Washington
$99.9M +$6.59M +221,841 +8%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$90.9M +$14M +471,588 +21%
Invesco
14
Invesco
Georgia
$82.6M -$3.54M -119,162 -5%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$66.6M -$2.36M -79,658 -4%
SAM
16
Silvercrest Asset Management
New York
$59.9M +$48.6M +1,636,482 +1,144%
GKIM
17
GW&K Investment Management
Massachusetts
$58.5M +$4.71M +158,722 +10%
Principal Financial Group
18
Principal Financial Group
Iowa
$57.5M -$390K -13,121 -0.8%
Norges Bank
19
Norges Bank
Norway
$56.6M +$2.83M +95,364 +6%
CCM
20
Channing Capital Management
Illinois
$53.9M -$2.46M -82,906 -5%
JP Morgan Chase
21
JP Morgan Chase
New York
$53.7M -$162K -5,451 -0.3%
N
22
Nuveen
North Carolina
$48.6M -$1.51M -50,975 -3%
Charles Schwab
23
Charles Schwab
California
$48.3M -$855K -28,816 -2%
Wells Fargo
24
Wells Fargo
California
$46.9M -$2.91M -97,925 -7%
Victory Capital Management
25
Victory Capital Management
Texas
$43.6M -$8.92M -300,507 -19%

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.