We are live on ! Find out more
SF

Stifel
SF

367 hedge funds and large institutions have $5.78B invested in Stifel in 2022 Q1 according to their latest regulatory filings, with 58 funds opening new positions, 128 increasing their positions, 123 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

76% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 33

5% more funds holding

Funds holding: 348 → 367 (+19)

4% more repeat investments, than reductions

Existing positions increased: 128 | Existing positions reduced: 123

4% more call options, than puts

Call options by funds: $24.1M | Put options by funds: $23.3M

0.56% less ownership

Funds ownership: 126.39% → 125.83% (-0.56%)

6% less capital invested

Capital invested by funds: $6.17B → $5.78B (-$386M)

43% less funds holding in top 10

Funds holding in top 10: 7 → 4 (-3)

Holders
367
Holders Change
+19
Holders Change %
+5.46%
% of All Funds
5.79%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.06%
New
58
Increased
128
Reduced
123
Closed
33
Calls
$24.1M
Puts
$23.3M
Net Calls
+$823K
Net Calls Change
-$10.4M

Top Buyers

1
Marshall Wace
Marshall Wace
United Kingdom
+$94.3M
2
SCA
Southpoint Capital Advisors
New York
+$36M
3
Prudential Financial
Prudential Financial
New Jersey
+$28.4M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$26.2M
5
Allspring Global Investments
Allspring Global Investments
North Carolina
+$23.6M

Top Sellers

1
BlackRock
BlackRock
New York
-$69.6M
2
AllianceBernstein
AllianceBernstein
Tennessee
-$43.4M
3
Invesco
Invesco
Georgia
-$42.6M
4
Goldman Sachs
Goldman Sachs
New York
-$22.3M
5
Macquarie Group
Macquarie Group
Australia
-$17.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
Principal Financial Group
26
Principal Financial Group
Iowa
$47.1M +$102K +2,125 +0.2%
Ameriprise
27
Ameriprise
Minnesota
$45.2M +$1.14M +23,670 +2%
New York State Common Retirement Fund
28
New York State Common Retirement Fund
New York
$45M -$12K -250 -0%
Victory Capital Management
29
Victory Capital Management
Texas
$41.6M +$99.3K +2,068 +0.2%
JMPWA
30
JP Morgan Private Wealth Advisors
California
$40.6M +$4M +83,262 +10%
Point72 Asset Management
31
Point72 Asset Management
Connecticut
$38.6M +$13.8M +286,622 +51%
Wellington Management Group
32
Wellington Management Group
Massachusetts
$36.2M -$476K -9,924 -1%
Holocene Advisors
33
Holocene Advisors
New York
$35.9M +$21.6M +448,982 +131%
KCM
34
Kennedy Capital Management
Missouri
$35.6M -$2.72M -56,640 -7%
SCA
35
Southpoint Capital Advisors
New York
$34M +$36M +750,000 New
Wells Fargo
36
Wells Fargo
California
$31M +$6.16M +128,199 +23%
SFM
37
Systematic Financial Management
New Jersey
$29.3M -$1.17M -24,328 -4%
Hotchkis & Wiley Capital Management
38
Hotchkis & Wiley Capital Management
California
$29.1M +$2.82M +58,650 +10%
JP Morgan Chase
39
JP Morgan Chase
New York
$28.2M -$2.76M -57,576 -8%
EVM
40
Eaton Vance Management
Massachusetts
$27.4M +$1.24M +25,819 +4%
N
41
Nuveen
North Carolina
$26.9M +$822K +17,117 +3%
SFI
42
Susquehanna Fundamental Investments
Pennsylvania
$26.7M – – –
AQR Capital Management
43
AQR Capital Management
Connecticut
$25.8M +$8.24M +171,614 +43%
Fidelity Investments
44
Fidelity Investments
Massachusetts
$24.7M +$26.2M +545,028 +40,492%
PPA
45
Parametric Portfolio Associates
Washington
$22.3M +$720K +14,991 +3%
Renaissance Technologies
46
Renaissance Technologies
New York
$22.2M +$23.6M +490,523 New
Acadian Asset Management
47
Acadian Asset Management
Massachusetts
$21.8M +$16.6M +346,704 +257%
GT
48
Glenmede Trust
Pennsylvania
$21.5M -$223K -4,642 -1%
VOYA Investment Management
49
VOYA Investment Management
Georgia
$19.9M +$2.36M +49,252 +13%
State of Wisconsin Investment Board
50
State of Wisconsin Investment Board
Wisconsin
$19.8M -$360K -7,491 -2%
1
2
3 4 5

SF Hedge Fund Activity: Q1 2022 in Review

367 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Stifel (SF) for Q1 2022, worth a combined $5.78B — down 6.3% from $6.17B a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new SF positions and 33 closed out — a net gain of 25 holders — while 128 added to existing stakes and 123 trimmed.

The largest buyer was Marshall Wace, opening a new position worth an estimated $94.3M. The largest seller was BlackRock, cutting an estimated $69.6M.

  • 367 institutional investors held Stifel (SF) as of Q1 2022, up from 348 in Q4 2021.
  • Funds reported $5.78B of Stifel stock for Q1 2022, down 6.3% quarter-over-quarter.
  • 58 funds opened new Stifel positions in Q1 2022 and 33 closed out, a net change of +25 holders.
  • The largest Stifel buyer in Q1 2022 was Marshall Wace, an estimated $94.3M added.
  • The largest Stifel seller in Q1 2022 was BlackRock, an estimated $69.6M sold.

Based on aggregated 13F filings for Q1 2022.