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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
TRSOTSOK
101
Teachers Retirement System of the State of Kentucky
Kentucky
$3.12M +$3.55M +90,234 New
State of New Jersey Common Pension Fund D
102
State of New Jersey Common Pension Fund D
New Jersey
$3.02M
MPAM
103
Monarch Partners Asset Management
Massachusetts
$3.02M +$1.18M +30,026 +52%
N
104
Natixis
France
$3.01M +$384K +9,750 +13%
Janus Henderson Group
105
Janus Henderson Group
United Kingdom
$2.97M +$1.59M +40,314 +89%
SGCIA
106
Smith Graham & Co Investment Advisors
Texas
$2.94M -$209K -5,298 -6%
YCM
107
Yousif Capital Management
Michigan
$2.86M -$326K -8,272 -9%
Two Sigma Advisers
108
Two Sigma Advisers
New York
$2.85M -$254K -6,450 -7%
Ohio Public Employees Retirement System (OPERS)
109
Ohio Public Employees Retirement System (OPERS)
Ohio
$2.82M +$25.4K +646 +0.8%
TAM
110
Trillium Asset Management
Massachusetts
$2.81M +$131K +3,340 +4%
OAM
111
Oppenheimer Asset Management
New York
$2.73M +$92.7K +2,355 +3%
AI
112
Axiom Investors
Connecticut
$2.67M +$865K +21,975 +40%
Comerica Bank
113
Comerica Bank
Texas
$2.66M -$64.7K -1,644 -2%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
114
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$2.64M +$2.9M +73,594 +2,798%
Treasurer of the State of North Carolina
115
Treasurer of the State of North Carolina
North Carolina
$2.6M +$35.3K +897 +1%
LG
116
Leuthold Group
Minnesota
$2.37M -$1.18M -29,913 -30%
US Bancorp
117
US Bancorp
Minnesota
$2.37M -$175K -4,444 -6%
Thrivent Financial for Lutherans
118
Thrivent Financial for Lutherans
Minnesota
$2.37M +$7.79K +198 +0.3%
Canada Pension Plan Investment Board
119
Canada Pension Plan Investment Board
Ontario, Canada
$2.35M +$1.72M +43,650 +181%
Natixis Advisors
120
Natixis Advisors
Massachusetts
$2.32M -$153K -3,880 -5%
T. Rowe Price Associates
121
T. Rowe Price Associates
Maryland
$2.27M +$521K +13,244 +25%
Ensign Peak Advisors
122
Ensign Peak Advisors
Utah
$2.23M -$672K -17,085 -21%
COPPSERS
123
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$2.19M -$6.38K -162 -0.3%
Boston Partners
124
Boston Partners
Massachusetts
$2.18M +$49.5K +1,258 +2%
PNC Financial Services Group
125
PNC Financial Services Group
Pennsylvania
$2.15M -$86.8K -2,205 -3%

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.