SF icon

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 %
ZB
326
Zions Bancorporation
Utah
$4K -$1.46K -28 -27%
PFGIA
327
Patriot Financial Group Insurance Agency
Massachusetts
$4K -$324 -6 -8%
AF
328
Advisornet Financial
Minnesota
$4K +$2.86K +50 +250%
JWA
329
JFS Wealth Advisors
Pennsylvania
$3K -$1.88K -30 -38%
CWC
330
Carolinas Wealth Consulting
North Carolina
$3K – – –
SC
331
Schubert & Co
Texas
$3K +$1.44K +25 +93%
BIA
332
Bell Investment Advisors
California
$3K +$3K +45 New
HWM
333
HighMark Wealth Management
Minnesota
$3K +$3K +49 New
Bank of Montreal
334
Bank of Montreal
Ontario, Canada
$2.31K -$2.51K -42,516 -52%
CTC
335
Central Trust Company
Missouri
$2K -$40.8K -714 -95%
PWMG
336
Prestige Wealth Management Group
New Jersey
$2K – – –
AAP
337
Arax Advisory Partners
Colorado
$2K – – –
ACM
338
AUA Capital Management
Pennsylvania
$2K +$372 +8 +23%
MPWT
339
MassMutual Private Wealth & Trust
Connecticut
$2K +$1.46K +27 +270%
BFEC
340
Benjamin F. Edwards & Company
Missouri
$2K +$2K +40 New
SWA
341
Sutton Wealth Advisors
Florida
$1.06K – – –
NL
342
NVWM LLC
Pennsylvania
$1K -$824K -12,366 -100%
SWM
343
Spire Wealth Management
Virginia
$1K -$2K -30 -67%
GWS
344
Glassman Wealth Services
Virginia
$1K -$1K -12 -50%
CAM
345
ClariVest Asset Management
California
$1K -$273 -6 -21%
WT
346
Washington Trust
Rhode Island
$1K -$400 -6 -29%
DI
347
Disciplined Investments
Oklahoma
$1K -$150 -3 -13%
BWA
348
BDO Wealth Advisors
Florida
$1K – – –
SFG
349
Steward Financial Group
Texas
$1K +$1K +29 New
FGAM
350
Financial Gravity Asset Management
Texas
$283 +$283 +392 New
12 13
14
15 16