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SF

Stifel

335 hedge funds and large institutions have $4.64B invested in Stifel in 2022 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 128 increasing their positions, 130 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.35% less ownership

Funds ownership: 126.57%126.22% (-0.35%)

2% less repeat investments, than reductions

Existing positions increased: 128 | Existing positions reduced: 130

5% less funds holding

Funds holding: 352335 (-17)

8% less capital invested

Capital invested by funds: $5.04B → $4.64B (-$403M)

29% less first-time investments, than exits

New positions opened: 29 | Existing positions closed: 41

46% less call options, than puts

Call options by funds: $4.52M | Put options by funds: $8.37M

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
335
Holders Change
-17
Holders Change %
-4.83%
% of All Funds
5.77%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
29
Increased
128
Reduced
130
Closed
41
Calls
$4.52M
Puts
$8.37M
Net Calls
-$3.85M
Net Calls Change
+$1.16M
Name Holding Trade Value Shares
Change
Change in
Stake
VWA
226
Visionary Wealth Advisors
Illinois
$272K -$3.54K -90 -1%
VPIM
227
Vanguard Personalized Indexing Management
California
$270K -$75.7K -1,923 -20%
AT
228
American Trust
Kentucky
$268K +$61.7K +1,569 +25%
HighTower Advisors
229
HighTower Advisors
Illinois
$264K -$26.7K -678 -8%
BAM
230
Belpointe Asset Management
Nevada
$262K +$298K +7,563 New
CP
231
Covenant Partners
Tennessee
$261K
PTC
232
Petrus Trust Company
Texas
$259K +$294K +7,473 New
CAPTRUST Financial Advisors
233
CAPTRUST Financial Advisors
North Carolina
$256K +$46.5K +1,181 +19%
Acadian Asset Management
234
Acadian Asset Management
Massachusetts
$241K -$9.65M -245,214 -97%
PI
235
PEAK6 Investments
Illinois
$236K +$268K +6,809 New
RGC
236
Roberts, Glore & Co
Illinois
$232K
RCM
237
Radnor Capital Management
Pennsylvania
$227K
Northwestern Mutual Wealth Management
238
Northwestern Mutual Wealth Management
Wisconsin
$226K -$10.7K -271 -4%
WMSA
239
Weiss Multi-Strategy Advisers
New York
$223K +$254K +6,447 New
WG
240
Winton Group
United Kingdom
$222K +$253K +6,420 New
Nisa Investment Advisors
241
Nisa Investment Advisors
Missouri
$218K +$4.72K +120 +2%
BAM
242
Blueshift Asset Management
New Jersey
$217K -$296K -7,531 -55%
PP
243
PDT Partners
New York
$217K -$294K -7,477 -54%
PA
244
PFG Advisors
Arizona
$217K
FB
245
Fulton Bank
Pennsylvania
$213K +$8.7K +221 +4%
PA
246
Profund Advisors
Maryland
$211K -$1.97K -50 -0.8%
CIBC Asset Management
247
CIBC Asset Management
Ontario, Canada
$209K
CM
248
Capital Management
Virginia
$208K
FCH
249
Freestone Capital Holdings
Washington
$208K
SWP
250
Stratos Wealth Partners
Ohio
$207K -$13.5K -342 -5%

SF Hedge Fund Activity: Q3 2022 in Review

335 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Stifel (SF) for Q3 2022, worth a combined $4.64B — down 8% from $5.04B a quarter earlier.

Sellers outnumbered buyers: 41 funds closed out of SF and 29 opened new positions — a net loss of 12 holders — while 130 trimmed existing stakes and 128 added.

The largest buyer was Eaton Vance Management, adding an estimated $47.3M. The largest seller was BlackRock, cutting an estimated $46.9M.

  • 335 institutional investors held Stifel (SF) as of Q3 2022, down from 352 in Q2 2022.
  • Funds reported $4.64B of Stifel stock for Q3 2022, down 8% quarter-over-quarter.
  • 29 funds opened new Stifel positions in Q3 2022 and 41 closed out, a net change of -12 holders.
  • The largest Stifel buyer in Q3 2022 was Eaton Vance Management, an estimated $47.3M added.
  • The largest Stifel seller in Q3 2022 was BlackRock, an estimated $46.9M sold.

Based on aggregated 13F filings for Q3 2022.