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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
CM
201
Crestline Management
Texas
$560K -$1.56M -37,500 -71%
CGH
202
Crossmark Global Holdings
Texas
$548K -$15.6K -375 -2%
KTA
203
Keeley-Teton Advisors
Illinois
$546K
SAM
204
Securian Asset Management
Minnesota
$544K +$26.1K +628 +5%
PAM
205
Panagora Asset Management
Massachusetts
$544K +$318K +7,658 +111%
CCM
206
Coldstream Capital Management
Washington
$543K +$68.8K +1,657 +13%
FHB
207
First Hawaiian Bank
Hawaii
$535K -$89.4K -2,152 -13%
BAAM
208
Baker Avenue Asset Management
California
$520K +$125 +3 +0%
Royal Bank of Canada
209
Royal Bank of Canada
Ontario, Canada
$518K -$66.9K -1,610 -10%
BAM
210
Blueshift Asset Management
New Jersey
$515K +$10.6K +255 +2%
Walleye Capital
211
Walleye Capital
New York
$515K +$573K +13,800 New
PP
212
PDT Partners
New York
$513K +$282K +6,789 +98%
P
213
Pitcairn
Pennsylvania
$506K +$125K +3,016 +29%
SM
214
Sciencast Management
New Jersey
$485K -$157K -3,774 -24%
MSRPS
215
Maryland State Retirement & Pension System
Maryland
$435K
PAMS
216
Pictet Asset Management (Switzerland)
Switzerland
$398K
QCM
217
Quantinno Capital Management
New York
$398K +$87.6K +2,110 +25%
OSAM
218
O'Shaughnessy Asset Management
Connecticut
$393K +$9.34K +225 +2%
DT
219
Diversified Trust
Tennessee
$385K -$117K -2,816 -21%
MAP
220
Moody Aldrich Partners
Massachusetts
$377K -$4.11K -99 -1%
CIP
221
Cornerstone Investment Partners
Georgia
$366K -$9.09K -219 -2%
VPIM
222
Vanguard Personalized Indexing Management
California
$363K -$47.6K -1,146 -11%
OC
223
Oppenheimer & Co
New York
$347K +$43.6K +1,050 +13%
DTL
224
Dynamic Technology Lab
Singapore
$346K -$1.67M -40,215 -81%
NSEDCP
225
NJ State Employees Deferred Compensation Plan
New Jersey
$336K

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.