We are live on ! Find out more
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
FAM
251
Formidable Asset Management
Ohio
$207K -$5.98K -152 -3%
II
252
Inspire Investing
Idaho
$207K +$13.4K +340 +6%
SCA
253
Snowden Capital Advisors
New York
$206K +$4.68K +119 +2%
MPM
254
Meritage Portfolio Management
Kansas
$205K +$1.14K +29 +0.5%
CIA
255
Capital Impact Advisors
Massachusetts
$182K +$26.2K +666 +18%
NICM
256
Neo Ivy Capital Management
New York
$166K +$188K +4,788 New
VanEck Associates
257
VanEck Associates
New York
$160K +$16.3K +415 +10%
WFA
258
Wipfli Financial Advisors
Wisconsin
$143K +$162K +4,119 New
IA
259
IFP Advisors
Florida
$142K +$1.69K +43 +1%
HIA
260
Harbor Investment Advisory
Maryland
$136K
HWMA
261
Heritage Wealth Management (Arizona)
Arizona
$135K +$5.43K +138 +4%
PA
262
Parallel Advisors
California
$132K -$8.7K -221 -5%
SG Americas Securities
263
SG Americas Securities
New York
$130K -$1.04M -26,443 -88%
CTB
264
Country Trust Bank
Illinois
$117K
Rockefeller Capital Management
265
Rockefeller Capital Management
New York
$115K +$55.3K +1,405 +72%
HFM
266
Harvest Fund Management
China
$110K -$96.8K -2,460 -44%
C
267
Covestor
United Kingdom
$108K +$106K +2,685 +613%
AS
268
Altshuler Shaham
Israel
$106K -$13.9K -353 -10%
SCA
269
Stonebridge Capital Advisors
Minnesota
$85K
QCG
270
Quadrant Capital Group
Ohio
$75K -$4.84K -123 -5%
QT
271
Quantbot Technologies
New York
$73K +$83.7K +2,126 New
CWM
272
CarsonAllaria Wealth Management
Illinois
$69K +$394 +10 +0.5%
BTI
273
Blue Trust Inc
Georgia
$63K +$42.5K +1,079 +175%
ARIS
274
Advanced Research Investment Solutions
California
$57K +$65K +1,652 New
LFG
275
Larson Financial Group
Missouri
$55K +$945 +24 +2%

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.