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
EW
276
Evoke Wealth
California
$53K
HNB
277
Huntington National Bank
Ohio
$47K +$6.61K +168 +14%
UB
278
UMB Bank
Missouri
$46K -$1.65K -42 -3%
S
279
SignatureFD
Georgia
$42K -$3.78K -96 -7%
AssetMark Inc
280
AssetMark Inc
California
$42K
SOW
281
State of Wyoming
Wyoming
$35K -$945 -24 -2%
FHA
282
First Horizon Advisors
Tennessee
$35K
TPCW
283
TD Private Client Wealth
New York
$34.8K -$3.66K -93 -8%
FRA
284
Front Row Advisors
California
$29K -$433 -11 -1%
PHK
285
Point72 Hong Kong
Hong Kong
$28K -$280K -7,125 -90%
Nomura Asset Management
286
Nomura Asset Management
Japan
$27.2K
EI
287
Ellevest Inc
New York
$23K -$24.6K -624 -49%
SIC
288
Salem Investment Counselors
North Carolina
$23K
CI Investments Inc
289
CI Investments Inc
Ontario, Canada
$21K -$1.22K -31 -5%
CFGS
290
Concourse Financial Group Securities
Alabama
$20K +$5.35K +136 +30%
MAM
291
Meeder Asset Management
Ohio
$19K -$25.4K -645 -54%
Carson Wealth (CWM LLC)
292
Carson Wealth (CWM LLC)
Nebraska
$19K +$7.16K +182 +48%
BFEC
293
Benjamin F. Edwards & Company
Missouri
$19K +$19.8K +503 +838%
GRP
294
Global Retirement Partners
California
$18K +$118 +3 +0.7%
LC
295
Lindbrook Capital
California
$17K -$1.81K -46 -8%
WT
296
Whittier Trust
California
$17K
CA
297
Clearstead Advisors
Ohio
$16K
Bessemer Group
298
Bessemer Group
New Jersey
$15K +$16.8K +426 +5,325%
ZIG
299
Zullo Investment Group
Pennsylvania
$12K
SSB
300
Sandy Spring Bank
Maryland
$10K

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.