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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
TRCT
301
Tower Research Capital (TRC)
New York
$247K -$276K -5,206 -54%
CIBC Asset Management
302
CIBC Asset Management
Ontario, Canada
$245K – – –
PAG
303
Private Advisor Group
New Jersey
$245K +$4.45K +84 +2%
HFM
304
Harvest Fund Management
China
$245K – – –
CA
305
Clearstead Advisors
Ohio
$243K +$230K +4,340 New
WorldQuant Millennium Advisors
306
WorldQuant Millennium Advisors
New York
$239K +$226K +4,269 New
IA
307
IFP Advisors
Florida
$239K -$2.65K -50 -1%
MCM
308
MAI Capital Management
Ohio
$238K -$3.18K -60 -1%
BB
309
Busey Bank
Illinois
$236K – – –
SI
310
Stephens Inc
Arkansas
$235K – – –
JSW
311
Journey Strategic Wealth
New Jersey
$234K +$221K +4,170 New
PA
312
Parallel Advisors
California
$228K +$318 +6 +0.1%
FTDI
313
First Trust Direct Indexing
Massachusetts
$226K +$214K +4,031 New
ES
314
ETF Store
Kansas
$225K +$212K +4,008 New
UAML
315
US Asset Management LLC
Pennsylvania
$224K -$1.32K -25 -0.6%
PA
316
Profund Advisors
Maryland
$224K -$23.4K -441 -10%
PGFC
317
Peapack-Gladstone Financial Corp
New Jersey
$223K +$211K +3,974 New
CIBC Private Wealth Group
318
CIBC Private Wealth Group
Georgia
$220K -$112K -2,120 -34%
FFM
319
Forum Financial Management
Illinois
$219K +$1.17K +22 +0.6%
VA
320
Vident Advisory
Georgia
$218K +$206K +3,885 New
MYAM
321
Meiji Yasuda Asset Management
Japan
$217K -$2.54K -48 -1%
CG
322
Caprock Group
Idaho
$217K +$205K +3,867 New
RWP
323
RWA Wealth Partners
Massachusetts
$216K – – –
MGP
324
Metis Global Partners
California
$216K – – –
KBC Group
325
KBC Group
Belgium
$215K +$22.9K +432 +13%
11 12
13
14 15

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.