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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 %
SIC
301
Salem Investment Counselors
North Carolina
$25K – – –
CI Investments Inc
302
CI Investments Inc
Ontario, Canada
$24K -$18.4K -326 -43%
Group One Trading
303
Group One Trading
Illinois
$22K +$22K +400 New
LC
304
Lindbrook Capital
California
$20K -$2.76K -50 -12%
WT
305
Whittier Trust
California
$19K – – –
CFGS
306
Concourse Financial Group Securities
Alabama
$17K -$7.27K -127 -30%
CA
307
Clearstead Advisors
Ohio
$17K – – –
GRP
308
Global Retirement Partners
California
$17K +$57 +1 +0.3%
C
309
Covestor
United Kingdom
$16K – – –
Amundi
310
Amundi
France
$16K +$16K +299 New
Carson Wealth (CWM LLC)
311
Carson Wealth (CWM LLC)
Nebraska
$14K -$133K -2,409 -90%
RTC
312
Riverview Trust Company
Washington
$13K -$7.2K -124 -36%
ZIG
313
Zullo Investment Group
Pennsylvania
$13K – – –
AF
314
Allworth Financial
California
$12K +$10.6K +184 +736%
STCOSD
315
Sageworth Trust Company of South Dakota
South Dakota
$11K -$14K -256 -56%
SSB
316
Sandy Spring Bank
Maryland
$11K – – –
FPS
317
Fieldpoint Private Securities
Connecticut
$9K -$16.2K -301 -64%
PTC
318
Private Trust Company
Ohio
$9K +$9K +155 New
ST
319
Sageworth Trust
Pennsylvania
$8K – – –
FMII
320
Farmers & Merchants Investments Inc
Nebraska
$8K +$8K +151 New
HCP
321
Hexagon Capital Partners
Arkansas
$7K – – –
QC
322
Quent Capital
New York
$7K – – –
CFO
323
CVA Family Office
Colorado
$6K +$1.5K +25 +33%
NMG
324
New Millennium Group
Utah
$6K +$6K +100 New
Parallax Volatility Advisers
325
Parallax Volatility Advisers
California
$5K +$5K +92 New
11 12
13
14 15