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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
BlackRock
1
BlackRock
New York
$650M -$4.66M -112,210 -0.6%
Vanguard Group
2
Vanguard Group
Pennsylvania
$570M +$11.5M +276,614 +2%
Capital Research Global Investors
3
Capital Research Global Investors
California
$341M +$104K +2,508 +0%
Macquarie Group
4
Macquarie Group
Australia
$211M -$24.6M -593,577 -10%
AllianceBernstein
5
AllianceBernstein
Tennessee
$186M +$1.38M +33,179 +0.7%
State Street
6
State Street
Massachusetts
$157M +$1.07M +25,780 +0.6%
EARNEST Partners
7
EARNEST Partners
Georgia
$157M +$5.04M +121,287 +3%
Stifel Financial
8
Stifel Financial
Missouri
$140M +$1.08M +26,120 +0.7%
Millennium Management
9
Millennium Management
New York
$135M -$31.4M -754,949 -17%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$123M -$2.44M -58,644 -2%
Fisher Asset Management
11
Fisher Asset Management
Washington
$106M +$3.43M +82,663 +3%
Marshall Wace
12
Marshall Wace
United Kingdom
$92.1M +$20.9M +502,310 +26%
Goldman Sachs
13
Goldman Sachs
New York
$87.4M +$11.6M +278,957 +14%
EVM
14
Eaton Vance Management
Massachusetts
$85M +$69.4M +1,671,989 +276%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$75.8M +$275K +6,631 +0.3%
CCM
16
Channing Capital Management
Illinois
$75.6M +$8.99M +216,500 +12%
Invesco
17
Invesco
Georgia
$74.6M -$866K -20,853 -1%
SAM
18
Silvercrest Asset Management
New York
$71.8M -$10.5M -252,987 -12%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$68.1M +$1.59M +38,207 +2%
SCA
20
Southpoint Capital Advisors
New York
$67.2M +$43.6M +1,050,000 +140%
Northern Trust
21
Northern Trust
Illinois
$61M -$566K -13,639 -0.8%
Charles Schwab
22
Charles Schwab
California
$58.7M +$2.38M +57,370 +4%
Norges Bank
23
Norges Bank
Norway
$53M +$42.5K +1,024 +0.1%
Bank of America
24
Bank of America
North Carolina
$50.1M +$96.9K +2,334 +0.2%
GKIM
25
GW&K Investment Management
Massachusetts
$49M +$996K +23,984 +2%

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.