Stifel
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.
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
Top Buyers
| 1 |
Morgan Stanley
New York
|
+$128M |
| 2 |
Millennium Management
New York
|
+$62.2M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$23.3M |
| 4 |
CCM
Channing Capital Management
Chicago,
Illinois
|
+$8.44M |
| 5 |
Norges Bank
Oslo,
Norway
|
+$7.14M |
Top Sellers
| 1 |
AllianceBernstein
Nashville,
Tennessee
|
-$21M |
| 2 |
Marshall Wace
London,
United Kingdom
|
-$18.2M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
-$14.9M |
| 4 |
Fisher Asset Management
Camas,
Washington
|
-$14.4M |
| 5 |
BlackRock
New York
|
-$13.2M |
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.