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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 %
CMF
276
Counterpoint Mutual Funds
California
$123K +$123K +2,188 New
FBT
277
First Bank & Trust
South Dakota
$120K +$23.7K +425 +25%
IUHSA
278
Itau Unibanco Holding S.A.
Brazil
$107K +$107K +1,906 New
Robeco Institutional Asset Management
279
Robeco Institutional Asset Management
Netherlands
$99K – – –
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
280
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$98K +$98K +1,753 New
SCA
281
Stonebridge Capital Advisors
Minnesota
$91K -$5.03K -90 -5%
QCG
282
Quadrant Capital Group
Ohio
$86K +$30K +535 +54%
ETC
283
Exchange Traded Concepts
Oklahoma
$84K +$84K +1,505 New
CWM
284
CarsonAllaria Wealth Management
Illinois
$74K +$334 +6 +0.5%
Rockefeller Capital Management
285
Rockefeller Capital Management
New York
$72K -$7.3K -131 -9%
LFG
286
Larson Financial Group
Missouri
$59K +$281 +5 +0.5%
EW
287
Evoke Wealth
California
$57K – – –
EWA
288
EverSource Wealth Advisors
Alabama
$54K +$54K +965 New
UB
289
UMB Bank
Missouri
$51K – – –
S
290
SignatureFD
Georgia
$49K -$2.28K -41 -4%
EI
291
Ellevest Inc
New York
$48K +$24.9K +441 +108%
AssetMark Inc
292
AssetMark Inc
California
$45K -$27.8K -500 -38%
HNB
293
Huntington National Bank
Ohio
$45K +$43.2K +763 +2,384%
MAM
294
Meeder Asset Management
Ohio
$44K +$40.6K +730 +1,177%
TPCW
295
TD Private Client Wealth
New York
$41K +$6.55K +117 +19%
SOW
296
State of Wyoming
Wyoming
$38K -$5.67K -102 -13%
FHA
297
First Horizon Advisors
Tennessee
$38K +$38K +700 New
FRA
298
Front Row Advisors
California
$31K – – –
Nomura Asset Management
299
Nomura Asset Management
Japan
$29.4K – – –
BTI
300
Blue Trust Inc
Georgia
$28K +$28K +410 New
10 11
12
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