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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
BlackRock
1
BlackRock
New York
$561M -$46.9M -1,191,948 -7%
Vanguard Group
2
Vanguard Group
Pennsylvania
$533M +$5.29M +134,370 +0.9%
Capital Research Global Investors
3
Capital Research Global Investors
California
$316M +$79.9K +2,029 +0%
Macquarie Group
4
Macquarie Group
Australia
$199M +$3.39M +86,180 +2%
AllianceBernstein
5
AllianceBernstein
Tennessee
$196M +$27.7M +705,010 +14%
EARNEST Partners
6
EARNEST Partners
Georgia
$149M +$4.21M +106,896 +3%
State Street
7
State Street
Massachusetts
$148M +$3.3M +83,958 +2%
Stifel Financial
8
Stifel Financial
Missouri
$125M -$5.89M -149,690 -4%
Millennium Management
9
Millennium Management
New York
$123M -$2.73M -69,388 -2%
EVM
10
Eaton Vance Management
Massachusetts
$120M +$47.3M +1,201,581 +53%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$116M +$2.05M +52,048 +2%
Goldman Sachs
12
Goldman Sachs
New York
$104M +$25.7M +654,180 +28%
Fisher Asset Management
13
Fisher Asset Management
Washington
$96.2M -$1.89M -48,012 -2%
Marshall Wace
14
Marshall Wace
United Kingdom
$84.3M -$1.21M -30,729 -1%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$70.5M +$347K +8,829 +0.4%
CCM
16
Channing Capital Management
Illinois
$65.9M -$4.77M -121,190 -6%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$62.6M -$601K -15,264 -0.8%
SAM
18
Silvercrest Asset Management
New York
$58.8M -$8.79M -223,266 -12%
Invesco
19
Invesco
Georgia
$58.6M -$12M -305,220 -15%
SCA
20
Southpoint Capital Advisors
New York
$57.1M -$5.9M -150,000 -8%
Northern Trust
21
Northern Trust
Illinois
$56.2M -$288K -7,320 -0.4%
Charles Schwab
22
Charles Schwab
California
$56.1M +$1.95M +49,596 +3%
Norges Bank
23
Norges Bank
Norway
$50.4M +$1.51M +38,313 +3%
Bank of America
24
Bank of America
North Carolina
$49.1M +$3.13M +79,569 +6%
Allspring Global Investments
25
Allspring Global Investments
North Carolina
$46.7M +$6.76M +171,693 +15%

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.