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Stifel
SF

Overview Fund Activity

352 hedge funds and large institutions have $5.04B invested in Stifel in 2022 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 135 increasing their positions, 130 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
352
Holders Change
-13
Holders Change %
-3.56%
% of All Funds
5.95%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
41
Increased
135
Reduced
130
Closed
43
Calls
$14.7M
Puts
$19.7M
Net Calls
-$5.02M
Net Calls Change
-$5.84M

Top Buyers

1
EVM
Eaton Vance Management
Massachusetts
$85M
2
SCA
Southpoint Capital Advisors
New York
$67.2M
3
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$37.7M
4
Morgan Stanley
Morgan Stanley
New York
$36.4M
5
Marshall Wace
Marshall Wace
United Kingdom
$92.1M

Top Sellers

1
Millennium Management
Millennium Management
New York
$135M
2
Macquarie Group
Macquarie Group
Australia
$211M
3
Prudential Financial
Prudential Financial
New Jersey
$28.5M
4
Point72 Asset Management
Point72 Asset Management
Connecticut
$18.7M
5
VOYA Investment Management
VOYA Investment Management
Georgia
$6.83M
Name Holding Trade Value Shares
Change 		Shares
Change %
IIC
226
Integrated Investment Consultants
Michigan
$334K -$4.64K -83 -1%
COI
227
Connable Office Inc
Michigan
$332K – – –
MM
228
MQS Management
New York
$320K +$320K +5,706 New
SCM
229
Shelton Capital Management
Colorado
$311K – – –
HighTower Advisors
230
HighTower Advisors
Illinois
$310K -$262K -4,660 -46%
OAM
231
Origin Asset Management
United Kingdom
$310K -$140K -2,500 -31%
URS
232
Utah Retirement Systems
Utah
$303K – – –
VWA
233
Visionary Wealth Advisors
Illinois
$297K -$62.1K -1,109 -17%
AA
234
ALPS Advisors
Colorado
$297K -$3.09K -55 -1%
PHK
235
Point72 Hong Kong
Hong Kong
$297K +$297K +5,297 New
YMRC
236
Yorktown Management & Research Company
Virginia
$291K -$140K -2,500 -32%
Susquehanna International Group
237
Susquehanna International Group
Pennsylvania
$287K -$145K -2,598 -34%
CP
238
Covenant Partners
Tennessee
$282K – – –
BNP Paribas Asset Management
239
BNP Paribas Asset Management
France
$282K +$282K +5,027 New
EGM
240
Engineers Gate Manager
New York
$280K -$181K -3,232 -39%
PP
241
Paloma Partners
Connecticut
$280K +$280K +5,000 New
KAS
242
Kestra Advisory Services
Texas
$262K +$86.2K +1,536 +49%
ONB
243
Old National Bancorp
Indiana
$261K +$261K +4,663 New
Northwestern Mutual Wealth Management
244
Northwestern Mutual Wealth Management
Wisconsin
$253K -$127K -2,262 -33%
RGC
245
Roberts, Glore & Co
Illinois
$251K – – –
RCM
246
Radnor Capital Management
Pennsylvania
$245K – – –
SWP
247
Stratos Wealth Partners
Ohio
$236K -$2.69K -48 -1%
PA
248
PFG Advisors
Arizona
$234K – – –
Janney Montgomery Scott
249
Janney Montgomery Scott
Pennsylvania
$233K +$41.3K +738 +22%
CAPTRUST Financial Advisors
250
CAPTRUST Financial Advisors
North Carolina
$233K +$86.3K +1,538 +59%
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