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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
BlackRock
1
BlackRock
New York
$793M -$69.6M -1,450,136 -8%
Vanguard Group
2
Vanguard Group
Pennsylvania
$678M +$19.3M +402,592 +3%
Capital Research Global Investors
3
Capital Research Global Investors
California
$413M +$207K +4,307 +0%
AllianceBernstein
4
AllianceBernstein
Tennessee
$223M -$43.4M -903,564 -15%
Millennium Management
5
Millennium Management
New York
$198M +$19.7M +410,147 +10%
State Street
6
State Street
Massachusetts
$189M +$3.58M +74,496 +2%
EARNEST Partners
7
EARNEST Partners
Georgia
$184M -$4.76M -99,073 -2%
Stifel Financial
8
Stifel Financial
Missouri
$169M +$13.2M +275,596 +8%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$151M -$7.04M -146,623 -4%
Fisher Asset Management
10
Fisher Asset Management
Washington
$124M -$1.29M -26,872 -1%
SAM
11
Silvercrest Asset Management
New York
$98.5M -$11.2M -233,727 -10%
Goldman Sachs
12
Goldman Sachs
New York
$93.3M -$22.3M -465,279 -18%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$91.5M -$11.1M -231,105 -10%
Invesco
14
Invesco
Georgia
$91.4M -$42.6M -886,739 -31%
Marshall Wace
15
Marshall Wace
United Kingdom
$88.9M +$94.3M +1,964,862 New
CCM
16
Channing Capital Management
Illinois
$81.8M +$36.1K +751 +0%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$80.8M +$19.6K +409 +0%
Northern Trust
18
Northern Trust
Illinois
$74.5M -$514K -10,713 -0.6%
Charles Schwab
19
Charles Schwab
California
$68.5M +$1.91M +39,803 +3%
Norges Bank
20
Norges Bank
Norway
$64.2M -$244K -5,091 -0.4%
Prudential Financial
21
Prudential Financial
New Jersey
$61.2M +$28.4M +590,915 +78%
Bank of America
22
Bank of America
North Carolina
$60.6M +$3.39M +70,665 +6%
GKIM
23
GW&K Investment Management
Massachusetts
$58.3M -$498K -10,368 -0.8%
Allspring Global Investments
24
Allspring Global Investments
North Carolina
$54.7M +$23.6M +490,965 +68%
Fuller & Thaler Asset Management
25
Fuller & Thaler Asset Management
California
$47.5M +$9.38M +195,433 +23%

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.