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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
KAS
276
Kestra Advisory Services
Texas
$219K -$8.55K -208 -4%
HAG
277
HighPoint Advisor Group
Illinois
$215K +$174K +4,232 New
DI
278
DFPG Investments
Utah
$214K +$194K +4,728 New
HWA
279
HCR Wealth Advisors
California
$211K +$189K +4,587 New
Corient Private Wealth
280
Corient Private Wealth
Florida
$208K +$186K +4,514 New
XT
281
XTX Topco
Cayman Islands
$207K +$184K +4,485 New
CIBC Asset Management
282
CIBC Asset Management
Ontario, Canada
$202K +$180K +4,376 New
TPI
283
Trust Point Inc
Wisconsin
$201K +$179K +4,359 New
Northwestern Mutual Wealth Management
284
Northwestern Mutual Wealth Management
Wisconsin
$200K -$82.2K -1,998 -31%
PA
285
Parallel Advisors
California
$187K +$4.44K +108 +3%
CI Investments Inc
286
CI Investments Inc
Ontario, Canada
$167K +$22.8K +555 +18%
SG Americas Securities
287
SG Americas Securities
New York
$160K -$591K -14,365 -81%
CTB
288
Country Trust Bank
Illinois
$156K – – –
IWA
289
Icon Wealth Advisors
Texas
$153K +$137K +3,321 New
IA
290
IFP Advisors
Florida
$143K +$4.57K +111 +4%
BTI
291
Blue Trust Inc
Georgia
$131K +$11.8K +288 +10%
QCG
292
Quadrant Capital Group
Ohio
$123K -$5.06K -123 -4%
KBC Group
293
KBC Group
Belgium
$122K – – –
PI
294
PEAK6 Investments
Illinois
$117K +$104K +2,541 New
SOW
295
State of Wyoming
Wyoming
$107K +$11.9K +289 +14%
PS
296
Principal Securities
Iowa
$99.4K +$88.7K +2,156 New
IPW
297
Impact Partnership Wealth
Georgia
$96.5K -$31.8K -773 -27%
PPC
298
Park Place Capital
Alabama
$95.7K -$9.21K -224 -10%
CWM
299
CarsonAllaria Wealth Management
Illinois
$94.5K +$411 +10 +0.5%
CG
300
Cutler Group
California
$89K -$6.17K -150 -7%
10 11
12
13 14

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.