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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
GKIM
26
GW&K Investment Management
Massachusetts
$41.7M -$4.16M -105,708 -8%
Victory Capital Management
27
Victory Capital Management
Texas
$35.4M +$2.04M +51,786 +5%
Principal Financial Group
28
Principal Financial Group
Iowa
$34.3M -$5.68M -144,269 -13%
Fuller & Thaler Asset Management
29
Fuller & Thaler Asset Management
California
$33.4M -$8.58M -217,978 -18%
New York State Common Retirement Fund
30
New York State Common Retirement Fund
New York
$33.4M -$1.36M -34,479 -3%
Morgan Stanley
31
Morgan Stanley
New York
$31M -$3.09M -78,412 -8%
Ameriprise
32
Ameriprise
Minnesota
$30.6M -$2.75M -69,963 -7%
Citadel Advisors
33
Citadel Advisors
Florida
$27M +$25.2M +639,090 +449%
KCM
34
Kennedy Capital Management
Missouri
$26.5M -$334K -8,498 -1%
SSA
35
Schonfeld Strategic Advisors
New York
$24.1M +$19.7M +501,081 +256%
JMPWA
36
JP Morgan Private Wealth Advisors
California
$24.1M -$355K -9,026 -1%
Hotchkis & Wiley Capital Management
37
Hotchkis & Wiley Capital Management
California
$24.1M
JP Morgan Chase
38
JP Morgan Chase
New York
$23.9M +$337K +8,574 +1%
Wellington Management Group
39
Wellington Management Group
Massachusetts
$23M -$4.94M -125,558 -16%
SFM
40
Systematic Financial Management
New Jersey
$22.7M -$91.3K -2,320 -0.4%
AQR Capital Management
41
AQR Capital Management
Connecticut
$20.5M -$4.23M -107,579 -15%
SEI Investments
42
SEI Investments
Pennsylvania
$17.5M +$4.73M +120,094 +31%
First Trust Advisors
43
First Trust Advisors
Illinois
$17.3M +$11.5M +291,028 +140%
Wells Fargo
44
Wells Fargo
California
$16.9M +$1.31M +33,378 +7%
N
45
Nuveen
North Carolina
$15.8M -$498K -12,645 -3%
State of Wisconsin Investment Board
46
State of Wisconsin Investment Board
Wisconsin
$15.6M -$444K -11,277 -2%
RhumbLine Advisers
47
RhumbLine Advisers
Massachusetts
$15.2M +$417K +10,591 +2%
Retirement Systems of Alabama
48
Retirement Systems of Alabama
Alabama
$15.2M -$84.8K -2,154 -0.5%
Fidelity Investments
49
Fidelity Investments
Massachusetts
$15.1M -$7.14M -181,399 -29%
Swiss National Bank
50
Swiss National Bank
Switzerland
$13.1M +$124K +3,150 +0.8%

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.