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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
SIC
301
Salem Investment Counselors
North Carolina
$25K
CI Investments Inc
302
CI Investments Inc
Ontario, Canada
$24K -$20.3K -489 -43%
Group One Trading
303
Group One Trading
Illinois
$22K +$24.9K +600 New
LC
304
Lindbrook Capital
California
$20K -$3.11K -75 -12%
WT
305
Whittier Trust
California
$19K
CFGS
306
Concourse Financial Group Securities
Alabama
$17K -$7.89K -190 -30%
CA
307
Clearstead Advisors
Ohio
$17K
GRP
308
Global Retirement Partners
California
$17K +$83 +2 +0.5%
C
309
Covestor
United Kingdom
$16K
Amundi
310
Amundi
France
$16K +$18.6K +449 New
Carson Wealth (CWM LLC)
311
Carson Wealth (CWM LLC)
Nebraska
$14K -$150K -3,614 -90%
RTC
312
Riverview Trust Company
Washington
$13K -$7.72K -186 -36%
ZIG
313
Zullo Investment Group
Pennsylvania
$13K
AF
314
Allworth Financial
California
$12K +$11.5K +276 +726%
STCOSD
315
Sageworth Trust Company of South Dakota
South Dakota
$11K -$15.9K -384 -56%
SSB
316
Sandy Spring Bank
Maryland
$11K
FPS
317
Fieldpoint Private Securities
Connecticut
$9K -$18.7K -451 -64%
PTC
318
Private Trust Company
Ohio
$9K +$9.68K +233 New
ST
319
Sageworth Trust
Pennsylvania
$8K
FMII
320
Farmers & Merchants Investments Inc
Nebraska
$8K +$9.43K +227 New
HCP
321
Hexagon Capital Partners
Arkansas
$7K
QC
322
Quent Capital
New York
$7K
CFO
323
CVA Family Office
Colorado
$6K +$1.54K +37 +33%
NMG
324
New Millennium Group
Utah
$6K +$6.23K +150 New
Parallax Volatility Advisers
325
Parallax Volatility Advisers
California
$5K +$5.73K +138 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.