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SF

Stifel

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 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more repeat investments, than reductions

Existing positions increased: 135 | Existing positions reduced: 130

0.74% more ownership

Funds ownership: 125.83%126.57% (+0.74%)

9% less first-time investments, than exits

New positions opened: 41 | Existing positions closed: 45

4% less funds holding

Funds holding: 367352 (-15)

13% less capital invested

Capital invested by funds: $5.78B → $5.04B (-$739M)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

25% less call options, than puts

Call options by funds: $14.7M | Put options by funds: $19.7M

Holders
352
Holders Change
-15
Holders Change %
-4.09%
% of All Funds
5.93%
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
45
Calls
$14.7M
Puts
$19.7M
Net Calls
-$5.02M
Net Calls Change
-$5.84M
Name Holding Trade Value Shares
Change
Change in
Stake
AT
251
American Trust
Kentucky
$230K -$17.2K -414 -6%
PA
252
Profund Advisors
Maryland
$229K -$43.1K -1,039 -14%
CIBC Asset Management
253
CIBC Asset Management
Ontario, Canada
$225K -$18.3K -441 -7%
CM
254
Capital Management
Virginia
$224K
FCH
255
Freestone Capital Holdings
Washington
$224K
FB
256
Fulton Bank
Pennsylvania
$221K -$6.1K -147 -2%
MPM
257
Meritage Portfolio Management
Kansas
$220K -$374 -9 -0.2%
FAM
258
Formidable Asset Management
Ohio
$219K
TSS
259
Two Sigma Securities
New York
$219K +$244K +5,873 New
Nisa Investment Advisors
260
Nisa Investment Advisors
Missouri
$218K
SCA
261
Snowden Capital Advisors
New York
$218K +$27.4K +660 +13%
Neuberger Berman Group
262
Neuberger Berman Group
New York
$214K -$124K -2,975 -34%
HFM
263
Harvest Fund Management
China
$211K
II
264
Inspire Investing
Idaho
$210K +$19.9K +479 +9%
DA
265
Detalus Advisors
Missouri
$205K
VanEck Associates
266
VanEck Associates
New York
$157K +$174K +4,196 New
UAML
267
US Asset Management LLC
Pennsylvania
$153K +$3.65K +88 +2%
PA
268
Parallel Advisors
California
$151K -$1.74K -42 -1%
PCG
269
Private Capital Group
Connecticut
$148K +$34.3K +825 +26%
HIA
270
Harbor Investment Advisory
Maryland
$147K -$32.8K -790 -17%
HWMA
271
Heritage Wealth Management (Arizona)
Arizona
$141K +$3.03K +73 +2%
IA
272
IFP Advisors
Florida
$140K
CIA
273
Capital Impact Advisors
Massachusetts
$138K -$596K -14,352 -80%
AS
274
Altshuler Shaham
Israel
$127K -$8.64K -208 -6%
CTB
275
Country Trust Bank
Illinois
$126K -$3.32K -80 -2%

SF Hedge Fund Activity: Q2 2022 in Review

352 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Stifel (SF) for Q2 2022, worth a combined $5.04B — down 13% from $5.78B a quarter earlier.

Sellers outnumbered buyers: 45 funds closed out of SF and 41 opened new positions — a net loss of 4 holders — while 130 trimmed existing stakes and 135 added.

The largest buyer was Eaton Vance Management, adding an estimated $69.4M. The largest seller was Millennium Management, cutting an estimated $31.4M.

  • 352 institutional investors held Stifel (SF) as of Q2 2022, down from 367 in Q1 2022.
  • Funds reported $5.04B of Stifel stock for Q2 2022, down 13% quarter-over-quarter.
  • 41 funds opened new Stifel positions in Q2 2022 and 45 closed out, a net change of -4 holders.
  • The largest Stifel buyer in Q2 2022 was Eaton Vance Management, an estimated $69.4M added.
  • The largest Stifel seller in Q2 2022 was Millennium Management, an estimated $31.4M sold.

Based on aggregated 13F filings for Q2 2022.