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SF

Stifel
SF

378 hedge funds and large institutions have $6.01B invested in Stifel in 2023 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 101 increasing their positions, 167 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 1 → 3 (+2)

182% more call options, than puts

Call options by funds: $13.1M | Put options by funds: $4.64M

46% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 41

13% more capital invested

Capital invested by funds: $5.33B → $6.01B (+$682M)

5.34% more ownership

Funds ownership: 122.46% → 127.81% (+5.3%)

4% more funds holding

Funds holding: 365 → 378 (+13)

40% less repeat investments, than reductions

Existing positions increased: 101 | Existing positions reduced: 167

Holders
378
Holders Change
+13
Holders Change %
+3.56%
% of All Funds
5.51%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
60
Increased
101
Reduced
167
Closed
41
Calls
$13.1M
Puts
$4.64M
Net Calls
+$8.42M
Net Calls Change
+$1.11M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$128M
2
Millennium Management
Millennium Management
New York
+$62.2M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$23.3M
4
CCM
Channing Capital Management
Illinois
+$8.44M
5
Norges Bank
Norges Bank
Norway
+$7.14M

Top Sellers

1
AllianceBernstein
AllianceBernstein
Tennessee
-$21M
2
Marshall Wace
Marshall Wace
United Kingdom
-$18.2M
3
Vanguard Group
Vanguard Group
Pennsylvania
-$14.9M
4
Fisher Asset Management
Fisher Asset Management
Washington
-$14.4M
5
BlackRock
BlackRock
New York
-$13.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
AC
251
AXQ Capital
New Jersey
$318K -$102K -2,476 -26%
KNFPWM
252
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$310K +$276K +6,716 New
VI
253
Versor Investments
New York
$304K -$49.3K -1,200 -15%
Nisa Investment Advisors
254
Nisa Investment Advisors
Missouri
$303K -$12.3K -300 -4%
RGC
255
Roberts, Glore & Co
Illinois
$287K -$5.55K -135 -2%
SWP
256
Stratos Wealth Partners
Ohio
$282K +$1.36K +33 +0.5%
FCH
257
Freestone Capital Holdings
Washington
$277K – – –
CP
258
Covenant Partners
Tennessee
$275K – – –
Cerity Partners
259
Cerity Partners
New York
$268K +$239K +5,823 New
CIBC Private Wealth Group
260
CIBC Private Wealth Group
Georgia
$268K +$10.9K +264 +5%
FAM
261
Formidable Asset Management
Ohio
$263K – – –
Baird Financial Group
262
Baird Financial Group
Wisconsin
$263K -$6.87K -167 -3%
SC
263
Sapient Capital
Indiana
$262K +$233K +5,675 New
Carson Wealth (CWM LLC)
264
Carson Wealth (CWM LLC)
Nebraska
$257K +$1.85K +45 +0.8%
UCFA
265
United Capital Financial Advisors
Texas
$255K +$228K +5,535 New
VF
266
Vest Financial
Virginia
$248K +$221K +5,373 New
SC
267
SouthState Corp
Florida
$242K -$61.7K -1,500 -22%
FFIC
268
First Fiduciary Investment Counsel
Ohio
$239K – – –
TPCW
269
TD Private Client Wealth
New York
$238K +$2.88K +70 +1%
FA
270
FDx Advisors
Illinois
$233K +$208K +5,048 New
AWM
271
AE Wealth Management
Kansas
$227K +$189K +4,595 New
VWA
272
Visionary Wealth Advisors
Illinois
$225K +$201K +4,881 New
TWM
273
Trueblood Wealth Management
Ohio
$224K +$199K +4,851 New
EA
274
Everpar Advisors
Oklahoma
$223K +$199K +4,829 New
CC
275
Centiva Capital
New York
$220K +$196K +4,773 New
9 10
11
12 13

SF Hedge Fund Activity: Q4 2023 in Review

378 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Stifel (SF) for Q4 2023, worth a combined $6.01B — up 13% from $5.33B a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new SF positions and 41 closed out — a net gain of 19 holders — while 101 added to existing stakes and 167 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $128M. The largest seller was AllianceBernstein, cutting an estimated $21M.

  • 378 institutional investors held Stifel (SF) as of Q4 2023, up from 365 in Q3 2023.
  • Funds reported $6.01B of Stifel stock for Q4 2023, up 13% quarter-over-quarter.
  • 60 funds opened new Stifel positions in Q4 2023 and 41 closed out, a net change of +19 holders.
  • The largest Stifel buyer in Q4 2023 was Morgan Stanley, an estimated $128M added.
  • The largest Stifel seller in Q4 2023 was AllianceBernstein, an estimated $21M sold.

Based on aggregated 13F filings for Q4 2023.