We are live on ! Find out more
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
CMF
276
Counterpoint Mutual Funds
California
$123K +$136K +3,282 New
FBT
277
First Bank & Trust
South Dakota
$120K +$26.5K +638 +25%
IUHSA
278
Itau Unibanco Holding S.A.
Brazil
$107K +$119K +2,859 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 +$109K +2,630 New
SCA
281
Stonebridge Capital Advisors
Minnesota
$91K -$5.61K -135 -5%
QCG
282
Quadrant Capital Group
Ohio
$86K +$33.3K +802 +54%
ETC
283
Exchange Traded Concepts
Oklahoma
$84K +$93.8K +2,258 New
CWM
284
CarsonAllaria Wealth Management
Illinois
$74K +$374 +9 +0.5%
Rockefeller Capital Management
285
Rockefeller Capital Management
New York
$72K -$8.14K -196 -9%
LFG
286
Larson Financial Group
Missouri
$59K +$332 +8 +0.5%
EW
287
Evoke Wealth
California
$57K
EWA
288
EverSource Wealth Advisors
Alabama
$54K +$60.1K +1,448 New
UB
289
UMB Bank
Missouri
$51K
S
290
SignatureFD
Georgia
$49K -$2.58K -62 -4%
EI
291
Ellevest Inc
New York
$48K +$27.4K +661 +108%
AssetMark Inc
292
AssetMark Inc
California
$45K -$31.1K -750 -38%
HNB
293
Huntington National Bank
Ohio
$45K +$47.5K +1,145 +2,385%
MAM
294
Meeder Asset Management
Ohio
$44K +$45.5K +1,095 +1,177%
TPCW
295
TD Private Client Wealth
New York
$41K +$7.27K +175 +19%
SOW
296
State of Wyoming
Wyoming
$38K -$6.35K -153 -13%
FHA
297
First Horizon Advisors
Tennessee
$38K +$43.6K +1,050 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 +$25.5K +615 New

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.