Stifel
360 hedge funds and large institutions have $5.03B invested in Stifel in 2022 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 114 increasing their positions, 134 reducing their positions, and 30 closing their positions.
1,032% more call options, than puts
Call options by funds: $7.98M | Put options by funds: $705K
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
97% more first-time investments, than exits
New positions opened: 59 | Existing positions closed: 30
8% more capital invested
Capital invested by funds: $4.64B → $5.03B (+$388M)
8% more funds holding
Funds holding: 334 → 360 (+26)
4.64% less ownership
Funds ownership: 126.17% → 121.53% (-4.6%)
15% less repeat investments, than reductions
Existing positions increased: 114 | Existing positions reduced: 134
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$150M |
| 2 |
Assenagon Asset Management
Senningerberg,
Luxembourg
|
+$34.2M |
| 3 |
Millennium Management
New York
|
+$27.7M |
| 4 |
BlackRock
New York
|
+$25.3M |
| 5 |
Goldman Sachs
New York
|
+$21.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Allspring Global Investments
Charlotte,
North Carolina
|
-$33.9M |
| 2 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
-$33M |
| 3 |
SCA
Southpoint Capital Advisors
New York
|
-$29.7M |
| 4 |
SSA
Schonfeld Strategic Advisors
New York
|
-$25.8M |
| 5 |
JMPWA
JP Morgan Private Wealth Advisors
San Francisco,
California
|
-$24.2M |
SF Hedge Fund Activity: Q4 2022 in Review
360 of the 6,237 institutional investors tracked by Wall St. Rank reported a position in Stifel (SF) for Q4 2022, worth a combined $5.03B — up 8.4% from $4.64B a quarter earlier.
Buyers outnumbered sellers: 59 funds opened new SF positions and 30 closed out — a net gain of 29 holders — while 114 added to existing stakes and 134 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $150M. The largest seller was Allspring Global Investments, cutting an estimated $33.9M.
- 360 institutional investors held Stifel (SF) as of Q4 2022, up from 334 in Q3 2022.
- Funds reported $5.03B of Stifel stock for Q4 2022, up 8.4% quarter-over-quarter.
- 59 funds opened new Stifel positions in Q4 2022 and 30 closed out, a net change of +29 holders.
- The largest Stifel buyer in Q4 2022 was Morgan Stanley, an estimated $150M added.
- The largest Stifel seller in Q4 2022 was Allspring Global Investments, an estimated $33.9M sold.
Based on aggregated 13F filings for Q4 2022.