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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
ZB
326
Zions Bancorporation
Utah
$4K -$1.74K -42 -27%
PFGIA
327
Patriot Financial Group Insurance Agency
Massachusetts
$4K -$374 -9 -8%
AF
328
Advisornet Financial
Minnesota
$4K +$3.11K +75 +250%
JWA
329
JFS Wealth Advisors
Pennsylvania
$3K -$1.87K -45 -38%
CWC
330
Carolinas Wealth Consulting
North Carolina
$3K
SC
331
Schubert & Co
Texas
$3K +$1.54K +37 +90%
BIA
332
Bell Investment Advisors
California
$3K +$2.82K +68 New
HWM
333
HighMark Wealth Management
Minnesota
$3K +$3.07K +74 New
Bank of Montreal
334
Bank of Montreal
Ontario, Canada
$2.31K -$2.65M -63,774 -52%
CTC
335
Central Trust Company
Missouri
$2K -$44.5K -1,071 -95%
AAP
336
Arax Advisory Partners
Colorado
$2K
PWMG
337
Prestige Wealth Management Group
New Jersey
$2K
ACM
338
AUA Capital Management
Pennsylvania
$2K +$498 +12 +23%
MPWT
339
MassMutual Private Wealth & Trust
Connecticut
$2K +$1.7K +41 +273%
BFEC
340
Benjamin F. Edwards & Company
Missouri
$2K +$2.49K +60 New
SWA
341
Sutton Wealth Advisors
Florida
$1.06K
NL
342
NVWM LLC
Pennsylvania
$1K -$770K -18,549 -100%
SWM
343
Spire Wealth Management
Virginia
$1K -$1.87K -45 -66%
GWS
344
Glassman Wealth Services
Virginia
$1K -$747 -18 -50%
CAM
345
ClariVest Asset Management
California
$1K -$374 -9 -21%
WT
346
Washington Trust
Rhode Island
$1K -$374 -9 -28%
DI
347
Disciplined Investments
Oklahoma
$1K -$208 -5 -14%
BWA
348
BDO Wealth Advisors
Florida
$1K
SFG
349
Steward Financial Group
Texas
$1K +$1.83K +44 New
FGAM
350
Financial Gravity Asset Management
Texas
$283 +$24.4K +588 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.