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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
DT
351
Diversified Trust
Tennessee
-$385K -10,299 Closed
MM
352
MQS Management
New York
-$320K -8,559 Closed
OAM
353
Origin Asset Management
United Kingdom
-$310K -8,295 Closed
AA
354
ALPS Advisors
Colorado
-$297K -7,943 Closed
BNP Paribas Asset Management
355
BNP Paribas Asset Management
France
-$282K -7,541 Closed
PP
356
Paloma Partners
Connecticut
-$280K -7,500 Closed
EGM
357
Engineers Gate Manager
New York
-$280K -7,491 Closed
TSS
358
Two Sigma Securities
New York
-$219K -5,873 Closed
DA
359
Detalus Advisors
Missouri
-$205K -5,481 Closed
CMF
360
Counterpoint Mutual Funds
California
-$123K -3,282 Closed
FBT
361
First Bank & Trust
South Dakota
-$120K -3,224 Closed
IUHSA
362
Itau Unibanco Holding S.A.
Brazil
-$107K -2,859 Closed
Robeco Institutional Asset Management
363
Robeco Institutional Asset Management
Netherlands
-$99K -2,637 Closed
ETC
364
Exchange Traded Concepts
Oklahoma
-$84K -2,258 Closed
EWA
365
EverSource Wealth Advisors
Alabama
-$54K -1,448 Closed
Group One Trading
366
Group One Trading
Illinois
-$23.6K -600 Closed
Amundi
367
Amundi
France
-$16K -449 Closed
RTC
368
Riverview Trust Company
Washington
-$13K -336 Closed
NMG
369
New Millennium Group
Utah
-$6K -150 Closed
ZB
370
Zions Bancorporation
Utah
-$4K -116 Closed
PFGIA
371
Patriot Financial Group Insurance Agency
Massachusetts
-$4K -111 Closed
CTC
372
Central Trust Company
Missouri
-$2K -53 Closed
SFG
373
Steward Financial Group
Texas
-$1K -44 Closed
CAM
374
ClariVest Asset Management
California
-$1K -33 Closed
TWA
375
TCI Wealth Advisors
Arizona
+$433 +11 New

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.