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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 %
BHWA
351
Beacon Harbor Wealth Advisors
Virginia
– -$3.96M -58,380 Closed
TC
352
Taika Capital
Florida
– -$2.53M -37,200 Closed
JCIA
353
Jackson Creek Investment Advisors
Colorado
– -$1.61M -23,726 Closed
Bank of Nova Scotia
354
Bank of Nova Scotia
Ontario, Canada
– -$1.46M -21,540 Closed
BPM
355
Bowling Portfolio Management
Ohio
– -$1.42M -20,945 Closed
PI
356
PineBridge Investments
New York
– -$1.23M -18,145 Closed
PCM
357
Prelude Capital Management
New York
– -$1.23M -18,067 Closed
VF
358
Virtu Financial
New York
– -$807K -11,883 Closed
QT
359
Quantbot Technologies
New York
– -$794K -11,707 Closed
Axa
360
Axa
France
– -$482K -7,100 Closed
Two Sigma Investments
361
Two Sigma Investments
New York
– -$470K -6,928 Closed
LAM
362
Lingohr Asset Management
Germany
– -$462K -6,799 Closed
FRM
363
Fox Run Management
Connecticut
– -$454K -6,690 Closed
OLA
364
Oliver Luxxe Assets
New Jersey
– -$443K -6,518 Closed
Mitsubishi UFJ Trust & Banking
365
Mitsubishi UFJ Trust & Banking
Japan
– -$441K -6,493 Closed
EWM
366
Empirical Wealth Management
Washington
– -$408K -6,001 Closed
GTCM
367
Gyon Technologies Capital Management
New Jersey
– -$380K -5,591 Closed
YIH
368
Y-Intercept (HK)
Hong Kong
– -$379K -5,586 Closed
HIS
369
Harvest Investment Services
Illinois
– -$331K -4,880 Closed
CC
370
Centiva Capital
New York
– -$320K -4,714 Closed
OTL
371
Oak Thistle LLC
New York
– -$292K -4,299 Closed
JSW
372
Journey Strategic Wealth
New Jersey
– -$277K -4,072 Closed
MFS
373
Mirabella Financial Services
United Kingdom
– -$247K -3,643 Closed
IC
374
Intersect Capital
California
– -$238K -3,510 Closed
FFIC
375
First Fiduciary Investment Counsel
Ohio
– -$234K -3,450 Closed
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