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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
FFIC
376
First Fiduciary Investment Counsel
Ohio
-$234K -5,175 Closed
BF
377
BOK Financial
Oklahoma
-$232K -5,136 Closed
RWP
378
RWA Wealth Partners
Massachusetts
-$220K -4,869 Closed
BB
379
Busey Bank
Illinois
-$204K -4,500 Closed
APA
380
American Portfolios Advisors
New York
-$117K -2,592 Closed
LSA
381
Leonteq Securities AG
Switzerland
-$60.7K -1,341 Closed
Lazard Asset Management
382
Lazard Asset Management
New York
-$34K -755 Closed
FAG
383
Fortitude Advisory Group
Washington
-$27K -602 Closed
LAS
384
Lloyd Advisory Services
Georgia
-$23K -506 Closed
ACM
385
Aquatic Capital Management
Illinois
-$14K -300 Closed
SBL
386
Sargent Bickham Lagudis
Colorado
-$14K -300 Closed
DA
387
Denali Advisors
California
-$5K -114 Closed
CI
388
Cordant Inc
Oregon
-$3K -77 Closed
TSW
389
Thompson Siegel & Walmsley
Virginia
-$3K -75 Closed
MCM
390
Manchester Capital Management
Vermont
-$1K -32 Closed
CFB
391
Cullen/Frost Bankers
Texas
-$1K -27 Closed
FMP
392
Financial Management Professionals
Texas
-$1K -17 Closed
Bessemer Group
393
Bessemer Group
New Jersey
-$291 -7 -47%
WWM
394
Wolff Wiese Magana
California
+$332 +8 New
CAL
395
Capital Advisors Ltd
Ohio
+$374 +9 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.