Stifel
305 hedge funds and large institutions have $5.77B invested in Stifel in 2021 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 94 increasing their positions, 134 reducing their positions, and 30 closing their positions.
1,175% more call options, than puts
Call options by funds: $41.5M | Put options by funds: $3.26M
40% more funds holding in top 10
Funds holding in top 10: 5 → 7 (+2)
37% more first-time investments, than exits
New positions opened: 41 | Existing positions closed: 30
25% more capital invested
Capital invested by funds: $4.6B → $5.77B (+$1.16B)
3% more funds holding
Funds holding: 296 → 305 (+9)
4.08% less ownership
Funds ownership: 133.11% → 129.03% (-4.1%)
30% less repeat investments, than reductions
Existing positions increased: 94 | Existing positions reduced: 134
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$52.1M |
| 2 |
Fuller & Thaler Asset Management
San Mateo,
California
|
+$23.1M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$22.1M |
| 4 |
Millennium Management
New York
|
+$20.8M |
| 5 |
AllianceBernstein
Nashville,
Tennessee
|
+$13.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Dimensional Fund Advisors
Austin,
Texas
|
-$32.8M |
| 2 |
EARNEST Partners
Atlanta,
Georgia
|
-$31.4M |
| 3 |
Northern Trust
Chicago,
Illinois
|
-$20.2M |
| 4 |
Principal Financial Group
Des Moines,
Iowa
|
-$20.1M |
| 5 |
Hotchkis & Wiley Capital Management
Los Angeles,
California
|
-$16.4M |
SF Hedge Fund Activity: Q1 2021 in Review
305 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Stifel (SF) for Q1 2021, worth a combined $5.77B — up 25% from $4.6B a quarter earlier.
Buyers outnumbered sellers: 41 funds opened new SF positions and 30 closed out — a net gain of 11 holders — while 94 added to existing stakes and 134 trimmed.
The largest buyer was BlackRock, adding an estimated $52.1M. The largest seller was Dimensional Fund Advisors, cutting an estimated $32.8M.
- 305 institutional investors held Stifel (SF) as of Q1 2021, up from 296 in Q4 2020.
- Funds reported $5.77B of Stifel stock for Q1 2021, up 25% quarter-over-quarter.
- 41 funds opened new Stifel positions in Q1 2021 and 30 closed out, a net change of +11 holders.
- The largest Stifel buyer in Q1 2021 was BlackRock, an estimated $52.1M added.
- The largest Stifel seller in Q1 2021 was Dimensional Fund Advisors, an estimated $32.8M sold.
Based on aggregated 13F filings for Q1 2021.