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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
Retirement Systems of Alabama
51
Retirement Systems of Alabama
Alabama
$19.8M -$721K -15,025 -3%
First Trust Advisors
52
First Trust Advisors
Illinois
$18.8M +$930K +19,374 +5%
RCAMU
53
Rothschild & Co Asset Management US
Connecticut
$18.4M -$6.87M -143,183 -26%
Loomis, Sayles & Company
54
Loomis, Sayles & Company
Massachusetts
$18.1M -$844K -17,572 -4%
PCM
55
Peregrine Capital Management
Minnesota
$17.8M -$1.35M -28,134 -7%
RhumbLine Advisers
56
RhumbLine Advisers
Massachusetts
$17.2M -$438K -9,114 -2%
Legal & General Group
57
Legal & General Group
United Kingdom
$17.2M +$247K +5,137 +1%
Swiss National Bank
58
Swiss National Bank
Switzerland
$16.7M +$1.12M +23,400 +7%
California Public Employees Retirement System
59
California Public Employees Retirement System
California
$15.2M -$937K -19,517 -5%
Envestnet Asset Management
60
Envestnet Asset Management
Illinois
$15.2M +$249K +5,187 +2%
UBS AM
61
UBS AM
Illinois
$14.1M +$146K +3,040 +1%
Citadel Advisors
62
Citadel Advisors
Florida
$13.2M +$14M +291,426 New
EAM
63
EULAV Asset Management
Florida
$12.7M – – –
Schroder Investment Management Group
64
Schroder Investment Management Group
United Kingdom
$12.6M +$1.98M +41,268 +18%
Los Angeles Capital Management
65
Los Angeles Capital Management
California
$12.1M +$2.9M +60,480 +29%
New York State Teachers Retirement System (NYSTRS)
66
New York State Teachers Retirement System (NYSTRS)
New York
$12M +$14.4K +300 +0.1%
AIG
67
American International Group
New York
$12M +$68.9K +1,434 +0.5%
American Century Companies
68
American Century Companies
Missouri
$11.4M +$2.77M +57,747 +30%
SEI Investments
69
SEI Investments
Pennsylvania
$11.2M +$154K +3,202 +1%
State Board of Administration of Florida Retirement System
70
State Board of Administration of Florida Retirement System
Florida
$11.1M -$116K -2,412 -1%
TCM
71
Tributary Capital Management
Nebraska
$11M +$592K +12,328 +5%
Balyasny Asset Management
72
Balyasny Asset Management
Illinois
$11M -$1.49M -31,065 -11%
D.E. Shaw & Co
73
D.E. Shaw & Co
New York
$10.6M -$8.79M -183,002 -44%
Morgan Stanley
74
Morgan Stanley
New York
$10.5M -$2.81M -58,440 -20%
CSS
75
Cubist Systematic Strategies
Connecticut
$9.73M +$4.43M +92,225 +75%
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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.