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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
BlackRock
1
BlackRock
New York
$891M +$54.1M +1,115,145 +6%
Vanguard Group
2
Vanguard Group
Pennsylvania
$684M +$14.5M +298,250 +2%
Capital Research Global Investors
3
Capital Research Global Investors
California
$428M +$53.2K +1,096 +0%
Macquarie Group
4
Macquarie Group
Australia
$310M -$24.6M -507,185 -7%
AllianceBernstein
5
AllianceBernstein
Tennessee
$274M -$39.4M -810,534 -12%
EARNEST Partners
6
EARNEST Partners
Georgia
$196M -$7.91M -162,920 -4%
State Street
7
State Street
Massachusetts
$192M +$6.57M +135,402 +3%
Millennium Management
8
Millennium Management
New York
$186M +$26.8M +552,037 +16%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$164M -$19.2M -395,865 -10%
Stifel Financial
10
Stifel Financial
Missouri
$162M +$1.91M +39,342 +1%
Invesco
11
Invesco
Georgia
$136M +$810K +16,677 +0.6%
Fisher Asset Management
12
Fisher Asset Management
Washington
$130M -$1.65M -33,912 -1%
Goldman Sachs
13
Goldman Sachs
New York
$119M -$3.78M -77,832 -3%
SAM
14
Silvercrest Asset Management
New York
$112M -$5.18M -106,600 -4%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$106M +$1.74M +35,754 +2%
CCM
16
Channing Capital Management
Illinois
$84.8M +$5.1M +105,095 +6%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$83.8M -$3.33M -68,667 -4%
Northern Trust
18
Northern Trust
Illinois
$77.8M -$9.41M -193,895 -10%
Charles Schwab
19
Charles Schwab
California
$69.2M +$660K +13,602 +0.9%
Norges Bank
20
Norges Bank
Norway
$66.8M -$1.12M -22,980 -2%
GKIM
21
GW&K Investment Management
Massachusetts
$60.9M -$731K -15,053 -1%
Bank of America
22
Bank of America
North Carolina
$59.5M -$864K -17,784 -1%
Principal Financial Group
23
Principal Financial Group
Iowa
$48.7M -$7.67M -157,902 -13%
New York State Common Retirement Fund
24
New York State Common Retirement Fund
New York
$46.7M -$4.51M -92,982 -9%
Ameriprise
25
Ameriprise
Minnesota
$45.7M +$9.43M +194,180 +25%

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.