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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
PWMG
326
Prestige Wealth Management Group
New Jersey
$1K
SWM
327
Spire Wealth Management
Virginia
$1K
WT
328
Washington Trust
Rhode Island
$1K +$708 +18 +78%
CYG
329
Clean Yield Group
Vermont
$1K +$1.06K +27 New
MCC
330
Money Concepts Capital
Florida
$1K +$1.06K +27 New
CAL
331
Capital Advisors Ltd
Ohio
$1K +$1.26K +32 +356%
SIC
332
SJS Investment Consulting
Ohio
$1K +$1.5K +38 New
FGAM
333
Financial Gravity Asset Management
Texas
$261 -$1.65K -42 -7%
SWA
334
Sutton Wealth Advisors
Florida
$104 -$1.02K -26 -90%
Point72 Asset Management
335
Point72 Asset Management
Connecticut
-$18.7M -501,354 Closed
Twin Tree Management
336
Twin Tree Management
Texas
-$10.6M -269,615 Closed
Arrowstreet Capital
337
Arrowstreet Capital
Massachusetts
-$5.05M -135,239 Closed
WB
338
WesBanco Bank
West Virginia
-$3.86M -103,367 Closed
ACL
339
Azora Capital LP
Florida
-$2.4M -64,319 Closed
Rafferty Asset Management
340
Rafferty Asset Management
New York
-$1.84M -49,211 Closed
Capital Fund Management (CFM)
341
Capital Fund Management (CFM)
France
-$1.2M -32,165 Closed
DekaBank Deutsche Girozentrale
342
DekaBank Deutsche Girozentrale
Germany
-$1.19M -31,200 Closed
MS
343
Maven Securities
Jersey
-$1.16M -31,149 Closed
CC
344
Cipher Capital
New York
-$1M -26,769 Closed
Baird Financial Group
345
Baird Financial Group
Wisconsin
-$995K -26,657 Closed
CI
346
CX Institutional
Indiana
-$787K -21,065 Closed
Balyasny Asset Management
347
Balyasny Asset Management
Illinois
-$748K -20,016 Closed
CM
348
Crestline Management
Texas
-$560K -15,000 Closed
BAAM
349
Baker Avenue Asset Management
California
-$520K -13,932 Closed
MSRPS
350
Maryland State Retirement & Pension System
Maryland
-$435K -11,658 Closed

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.