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SF

Stifel

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: 348367 (+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: 74 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
CS
76
Credit Suisse
Switzerland
$9.6M +$3.86M +80,319 +61%
MOACM
77
Mutual of America Capital Management
New York
$9.52M +$136K +2,841 +1%
Assenagon Asset Management
78
Assenagon Asset Management
Luxembourg
$9.08M +$6.87M +143,095 +249%
California State Teachers Retirement System (CalSTRS)
79
California State Teachers Retirement System (CalSTRS)
California
$9.02M -$846K -17,619 -8%
Man Group
80
Man Group
United Kingdom
$8.34M -$12.9M -268,887 -59%
Verition Fund Management
81
Verition Fund Management
Connecticut
$8.09M +$4.12M +85,734 +92%
GC
82
Guggenheim Capital
Illinois
$7.94M -$376K -7,825 -4%
SO
83
STRS Ohio
Ohio
$7.83M -$104K -2,169 -1%
SSA
84
Schonfeld Strategic Advisors
New York
$7.48M -$8.82M -183,605 -53%
Barclays
85
Barclays
United Kingdom
$7.29M -$4.38M -91,305 -36%
EWM
86
Endurance Wealth Management
Rhode Island
$7.03M +$393K +8,180 +6%
Qube Research & Technologies (QRT)
87
Qube Research & Technologies (QRT)
United Kingdom
$6.44M -$6.49M -135,105 -49%
MCM
88
Maltese Capital Management
New York
$6.11M
UBS Group
89
UBS Group
Switzerland
$6.11M -$950K -19,777 -13%
LG
90
Leuthold Group
Minnesota
$6.05M -$22.8K -474 -0.4%
Two Sigma Advisers
91
Two Sigma Advisers
New York
$6.02M +$1.85M +38,550 +41%
Manulife (Manufacturers Life Insurance)
92
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$6.01M -$2.1M -43,661 -25%
Bank of Montreal
93
Bank of Montreal
Ontario, Canada
$5.81M +$3.18M +66,329 +118%
CRC
94
Curi RMB Capital
Illinois
$5.23M
HSBC Holdings
95
HSBC Holdings
United Kingdom
$5.18M -$164K -3,416 -3%
TPSF
96
Texas Permanent School Fund
Texas
$5.03M -$93.9K -1,956 -2%
AB
97
Amalgamated Bank
New York
$4.9M -$151K -3,140 -3%
AF
98
Amalgamated Financial
New York
$4.9M +$5.2M +108,249 New
RJA
99
Raymond James & Associates
Florida
$4.9M +$76.4K +1,592 +1%
WB
100
WesBanco Bank
West Virginia
$4.68M

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.