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
IAIM
301
Industrial Alliance Investment Management
Quebec, Canada
$10K +$11.6K +296 New
CFO
302
CVA Family Office
Colorado
$9K +$4.45K +113 +75%
PTC
303
Private Trust Company
Ohio
$8K
HCP
304
Hexagon Capital Partners
Arkansas
$7K
ST
305
Sageworth Trust
Pennsylvania
$7K
STCOSD
306
Sageworth Trust Company of South Dakota
South Dakota
$6K -$4.92K -125 -41%
QC
307
Quent Capital
New York
$6K
Parallax Volatility Advisers
308
Parallax Volatility Advisers
California
$5K
HWM
309
HighMark Wealth Management
Minnesota
$5K +$2.36K +60 +81%
JWA
310
JFS Wealth Advisors
Pennsylvania
$5K +$3.38K +86 +119%
CWC
311
Carolinas Wealth Consulting
North Carolina
$3K
BIA
312
Bell Investment Advisors
California
$3K +$1.18K +30 +44%
MPWT
313
MassMutual Private Wealth & Trust
Connecticut
$3K +$1.3K +33 +59%
DA
314
Denali Advisors
California
$3K +$3.15K +80 New
Bank of Montreal
315
Bank of Montreal
Ontario, Canada
$2.27K -$41.4K -1,052 -2%
FMII
316
Farmers & Merchants Investments Inc
Nebraska
$2K -$6.1K -155 -68%
SC
317
Schubert & Co
Texas
$2K -$354 -9 -12%
ACM
318
AUA Capital Management
Pennsylvania
$2K -$236 -6 -9%
AAP
319
Arax Advisory Partners
Colorado
$2K
DI
320
Disciplined Investments
Oklahoma
$2K +$590 +15 +50%
AF
321
Allworth Financial
California
$1K -$11.3K -288 -92%
AF
322
Advisornet Financial
Minnesota
$1K -$2.64K -67 -64%
BWA
323
BDO Wealth Advisors
Florida
$1K
GWS
324
Glassman Wealth Services
Virginia
$1K
NL
325
NVWM LLC
Pennsylvania
$1K

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.