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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
Qube Research & Technologies (QRT)
51
Qube Research & Technologies (QRT)
United Kingdom
$13.1M +$12.5M +317,897 +526%
Schroder Investment Management Group
52
Schroder Investment Management Group
United Kingdom
$13.1M -$2.7M -68,520 -15%
GT
53
Glenmede Trust
Pennsylvania
$12.9M -$2.24M -56,997 -13%
PCM
54
Peregrine Capital Management
Minnesota
$12.9M -$796K -20,238 -5%
California Public Employees Retirement System
55
California Public Employees Retirement System
California
$12.6M +$1.74M +44,256 +14%
Envestnet Asset Management
56
Envestnet Asset Management
Illinois
$12.6M -$76.2K -1,937 -0.5%
RCAMU
57
Rothschild & Co Asset Management US
Connecticut
$11.9M -$1.76M -44,658 -11%
Legal & General Group
58
Legal & General Group
United Kingdom
$11.7M -$145K -3,694 -1%
Renaissance Technologies
59
Renaissance Technologies
New York
$11.7M +$679K +17,250 +5%
Voloridge Investment Management
60
Voloridge Investment Management
Florida
$9.81M +$603K +15,327 +6%
American Century Companies
61
American Century Companies
Missouri
$9.41M -$148K -3,750 -1%
Loomis, Sayles & Company
62
Loomis, Sayles & Company
Massachusetts
$9.25M +$113K +2,883 +1%
New York State Teachers Retirement System (NYSTRS)
63
New York State Teachers Retirement System (NYSTRS)
New York
$9.24M +$7.4K +188 +0.1%
Verition Fund Management
64
Verition Fund Management
Connecticut
$9.23M +$733K +18,617 +8%
Assenagon Asset Management
65
Assenagon Asset Management
Luxembourg
$9.11M -$29.4M -747,135 -74%
AIG
66
American International Group
New York
$8.69M -$506K -12,868 -5%
UBS AM
67
UBS AM
Illinois
$8.58M -$2.05M -52,181 -17%
Holocene Advisors
68
Holocene Advisors
New York
$8.32M -$25.5M -647,838 -73%
TCM
69
Tributary Capital Management
Nebraska
$8.2M +$36.6K +931 +0.4%
GC
70
Gillson Capital
Illinois
$7.94M +$4.14M +105,294 +85%
P2P
71
Phase 2 Partners
California
$7.48M +$8.51M +216,177 New
CS
72
Credit Suisse
Switzerland
$7.38M +$165K +4,191 +2%
State Board of Administration of Florida Retirement System
73
State Board of Administration of Florida Retirement System
Florida
$7.28M -$672K -17,086 -8%
NIG
74
NFJ Investment Group
Texas
$7.03M +$535K +13,606 +17%
Prudential Financial
75
Prudential Financial
New Jersey
$7.02M -$22.1M -560,529 -73%

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.