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SF

Stifel
SF

435 hedge funds and large institutions have $7.35B invested in Stifel in 2024 Q2 according to their latest regulatory filings, with 59 funds opening new positions, 137 increasing their positions, 159 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

395% more call options, than puts

Call options by funds: $24.6M | Put options by funds: $4.96M

133% more funds holding in top 10

Funds holding in top 10: 3 → 7 (+4)

10% more capital invested

Capital invested by funds: $6.67B → $7.35B (+$674M)

3.24% more ownership

Funds ownership: 124.61% → 127.85% (+3.2%)

7% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 55

0% more funds holding

Funds holding: 435 → 435 (0)

14% less repeat investments, than reductions

Existing positions increased: 137 | Existing positions reduced: 159

Holders
435
Holders Change
–
Holders Change %
0%
% of All Funds
6.28%
Holding in Top 10
7
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+133.33%
% of All Funds
0.1%
New
59
Increased
137
Reduced
159
Closed
55
Calls
$24.6M
Puts
$4.96M
Net Calls
+$19.6M
Net Calls Change
+$861K

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$290M
2
AllianceBernstein
AllianceBernstein
Tennessee
+$59.8M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$51.1M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$44.1M
5
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
+$33M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$208M
2
Millennium Management
Millennium Management
New York
-$60.8M
3
Invesco
Invesco
Georgia
-$32.9M
4
Macquarie Group
Macquarie Group
Australia
-$29M
5
Principal Financial Group
Principal Financial Group
Iowa
-$23.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
CP
276
Covenant Partners
Tennessee
$326K – – –
Carson Wealth (CWM LLC)
277
Carson Wealth (CWM LLC)
Nebraska
$319K +$6.68K +126 +2%
LCWP
278
Legacy Capital Wealth Partners
Arkansas
$312K +$295K +5,564 New
FAM
279
Formidable Asset Management
Ohio
$311K -$7.95K -150 -3%
RGC
280
Roberts, Glore & Co
Illinois
$311K -$15.9K -300 -5%
RJFSA
281
Raymond James Financial Services Advisors
Florida
$306K +$289K +5,447 New
FTWA
282
Fifth Third Wealth Advisors
Ohio
$294K +$278K +5,247 New
FFIC
283
First Fiduciary Investment Counsel
Ohio
$290K – – –
PWM
284
Perigon Wealth Management
California
$290K +$38K +718 +16%
TI
285
Tidal Investments
Wisconsin
$287K +$271K +5,115 New
SC
286
Sapient Capital
Indiana
$286K – – –
Two Sigma Advisers
287
Two Sigma Advisers
New York
$286K -$596K -11,250 -69%
AAM
288
Advisors Asset Management
Colorado
$279K +$115K +2,167 +77%
YIH
289
Y-Intercept (HK)
Hong Kong
$279K +$263K +4,967 New
KAS
290
Kestra Advisory Services
Texas
$270K -$34.8K -657 -12%
Kovitz Investment Group Partners
291
Kovitz Investment Group Partners
Illinois
$270K +$255K +4,808 New
NC
292
nVerses Capital
Florida
$269K +$254K +4,800 New
IWC
293
Integrated Wealth Concepts
Massachusetts
$264K +$636 +12 +0.3%
RCAG
294
Rehmann Capital Advisory Group
Michigan
$259K -$4.61K -87 -2%
DAS
295
Diversify Advisory Services
Utah
$258K +$7K +132 +3%
HWA
296
HCR Wealth Advisors
California
$257K – – –
HAG
297
HighPoint Advisor Group
Illinois
$257K +$5.62K +106 +2%
TWM
298
Trueblood Wealth Management
Ohio
$255K -$15.9K -300 -6%
IB
299
Intrust Bank
Kansas
$251K +$12.5K +235 +6%
CI Investments Inc
300
CI Investments Inc
Ontario, Canada
$249K -$11.7K -221 -5%
10 11
12
13 14

SF Hedge Fund Activity: Q2 2024 in Review

435 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Stifel (SF) for Q2 2024, worth a combined $7.35B — up 10% from $6.67B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new SF positions and 55 closed out — a net gain of 4 holders — while 137 added to existing stakes and 159 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $290M. The largest seller was Capital Research Global Investors, cutting an estimated $208M.

  • 435 institutional investors held Stifel (SF) as of Q2 2024, unchanged from Q1 2024.
  • Funds reported $7.35B of Stifel stock for Q2 2024, up 10% quarter-over-quarter.
  • 59 funds opened new Stifel positions in Q2 2024 and 55 closed out, a net change of +4 holders.
  • The largest Stifel buyer in Q2 2024 was Fidelity Investments, an estimated $290M added.
  • The largest Stifel seller in Q2 2024 was Capital Research Global Investors, an estimated $208M sold.

Based on aggregated 13F filings for Q2 2024.