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SF

Stifel
SF

365 hedge funds and large institutions have $5.33B invested in Stifel in 2023 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 129 increasing their positions, 130 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

223% more call options, than puts

Call options by funds: $10.6M | Put options by funds: $3.29M

3% more capital invested

Capital invested by funds: $5.15B → $5.33B (+$174M)

2% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 45

0.32% more ownership

Funds ownership: 122.14% → 122.46% (+0.32%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

1% less repeat investments, than reductions

Existing positions increased: 129 | Existing positions reduced: 130

1% less funds holding

Funds holding: 369 → 365 (-4)

Holders
365
Holders Change
-4
Holders Change %
-1.08%
% of All Funds
5.79%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
46
Increased
129
Reduced
130
Closed
45
Calls
$10.6M
Puts
$3.29M
Net Calls
+$7.31M
Net Calls Change
-$64K

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$91.5M
2
Morgan Stanley
Morgan Stanley
New York
+$33.5M
3
Principal Financial Group
Principal Financial Group
Iowa
+$32.7M
4
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
+$29.4M
5
Goldman Sachs
Goldman Sachs
New York
+$25.8M

Top Sellers

1
BlackRock
BlackRock
New York
-$48.7M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$43.3M
3
Marshall Wace
Marshall Wace
United Kingdom
-$37.4M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$18.3M
5
ACL
Azora Capital LP
Florida
-$15.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
Bessemer Group
326
Bessemer Group
New Jersey
$10K +$42 +1 +0.4%
AF
327
Allworth Financial
California
$9.95K +$1.43K +34 +16%
CTC
328
Central Trust Company
Missouri
$9.15K +$9.43K +224 New
CFD
329
Creative Financial Designs
Indiana
$7.68K – – –
MPWT
330
MassMutual Private Wealth & Trust
Connecticut
$7.43K +$2.74K +65 +56%
SFG
331
Steward Financial Group
Texas
$7K +$7.33K +174 New
PTC
332
Private Trust Company
Ohio
$6.39K – – –
EWA
333
EverSource Wealth Advisors
Alabama
$6.39K +$1.77K +42 +37%
AGWCA
334
Annis Gardner Whiting Capital Advisors
Florida
$6.14K +$6.32K +150 New
JWA
335
JFS Wealth Advisors
Pennsylvania
$6.02K +$674 +16 +12%
BAAM
336
Baker Avenue Asset Management
California
$5.28K +$5.43K +129 New
CSPIA
337
Cary Street Partners Investment Advisory
Virginia
$4.92K +$632 +15 +14%
WTC
338
WhitTier Trust Company
Nevada
$4.67K +$1.81K +43 +61%
Mitsubishi UFJ Asset Management
339
Mitsubishi UFJ Asset Management
Japan
$3.75K +$3.88K +92 New
VWM
340
Venturi Wealth Management
Texas
$3.5K +$3.62K +86 New
PFA
341
Pathway Financial Advisers
Indiana
$3.34K +$3.41K +81 New
LFA
342
LGT Financial Advisors
Texas
$3.19K +$3.29K +78 New
CFB
343
Cullen/Frost Bankers
Texas
$2.95K – – –
FMII
344
Farmers & Merchants Investments Inc
Nebraska
$2.83K -$126 -3 -4%
CWC
345
Carolinas Wealth Consulting
North Carolina
$2.45K – – –
CAL
346
Capital Advisors Ltd
Ohio
$2K – – –
BIA
347
Bell Investment Advisors
California
$1.97K +$1.26K +30 +167%
AAP
348
Arax Advisory Partners
Colorado
$1.82K – – –
SIC
349
SJS Investment Consulting
Ohio
$1.78K +$463 +11 +33%
PWMG
350
Prestige Wealth Management Group
New Jersey
$1.72K – – –
12 13
14
15 16

SF Hedge Fund Activity: Q3 2023 in Review

365 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Stifel (SF) for Q3 2023, worth a combined $5.33B — up 3.4% from $5.15B a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new SF positions and 45 closed out — a net gain of 1 holder — while 129 added to existing stakes and 130 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $91.5M. The largest seller was BlackRock, cutting an estimated $48.7M.

  • 365 institutional investors held Stifel (SF) as of Q3 2023, down from 369 in Q2 2023.
  • Funds reported $5.33B of Stifel stock for Q3 2023, up 3.4% quarter-over-quarter.
  • 46 funds opened new Stifel positions in Q3 2023 and 45 closed out, a net change of +1 holder.
  • The largest Stifel buyer in Q3 2023 was Fidelity Investments, an estimated $91.5M added.
  • The largest Stifel seller in Q3 2023 was BlackRock, an estimated $48.7M sold.

Based on aggregated 13F filings for Q3 2023.