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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
RhumbLine Advisers
51
RhumbLine Advisers
Massachusetts
$16M +$2.01M +48,423 +13%
PCM
52
Peregrine Capital Management
Minnesota
$14.7M -$15.2K -367 -0.1%
RCAMU
53
Rothschild & Co Asset Management US
Connecticut
$14.5M -$747K -18,000 -4%
Los Angeles Capital Management
54
Los Angeles Capital Management
California
$14.5M +$5.01M +120,533 +45%
SEI Investments
55
SEI Investments
Pennsylvania
$14.4M +$5.72M +137,741 +56%
Swiss National Bank
56
Swiss National Bank
Switzerland
$14M +$274K +6,600 +2%
Envestnet Asset Management
57
Envestnet Asset Management
Illinois
$13.7M +$1.28M +30,872 +9%
Legal & General Group
58
Legal & General Group
United Kingdom
$12.7M -$1.63M -39,159 -10%
California Public Employees Retirement System
59
California Public Employees Retirement System
California
$12M -$628K -15,111 -4%
Renaissance Technologies
60
Renaissance Technologies
New York
$11.9M -$7.09M -170,700 -35%
UBS AM
61
UBS AM
Illinois
$11.2M -$446K -10,738 -3%
American Century Companies
62
American Century Companies
Missouri
$10.3M +$1.01M +24,308 +10%
Twin Tree Management
63
Twin Tree Management
Texas
$10.1M +$8.04M +193,731 +255%
Voloridge Investment Management
64
Voloridge Investment Management
Florida
$10M +$7.98M +192,270 +254%
New York State Teachers Retirement System (NYSTRS)
65
New York State Teachers Retirement System (NYSTRS)
New York
$9.96M +$48.7K +1,173 +0.4%
Loomis, Sayles & Company
66
Loomis, Sayles & Company
Massachusetts
$9.88M -$5.66M -136,383 -34%
AIG
67
American International Group
New York
$9.86M -$59K -1,421 -0.5%
Acadian Asset Management
68
Acadian Asset Management
Massachusetts
$9.42M -$9.53M -229,430 -48%
Verition Fund Management
69
Verition Fund Management
Connecticut
$9.27M +$2.88M +69,411 +39%
TCM
70
Tributary Capital Management
Nebraska
$8.81M -$313K -7,528 -3%
State Board of Administration of Florida Retirement System
71
State Board of Administration of Florida Retirement System
Florida
$8.5M -$744K -17,916 -7%
National Bank of Canada
72
National Bank of Canada
Quebec, Canada
$8.25M +$9.18M +221,012 New
CS
73
Credit Suisse
Switzerland
$7.81M -$119K -2,865 -1%
First Trust Advisors
74
First Trust Advisors
Illinois
$7.79M -$8.57M -206,364 -50%
California State Teachers Retirement System (CalSTRS)
75
California State Teachers Retirement System (CalSTRS)
California
$7.57M +$142K +3,431 +2%

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.