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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
MFT
351
Moisand Fitzgerald Tamayo
Florida
$1.54K – – –
MIA
352
Milestone Investment Advisors
Wisconsin
$1.54K +$1.6K +38 New
HCP
353
Hexagon Capital Partners
Arkansas
$1.48K – – –
MCM
354
Manchester Capital Management
Vermont
$1.48K – – –
RFG
355
RFP Financial Group
Georgia
$1.48K – – –
WT
356
Washington Trust
Rhode Island
$1.41K -$168 -4 -10%
GI
357
Gradient Investments
Minnesota
$1.29K – – –
Toronto Dominion Bank
358
Toronto Dominion Bank
Ontario, Canada
$1.17K +$632 +15 +107%
VNA
359
Valley National Advisers
Pennsylvania
$1K +$1.26K +30 New
VCM
360
Versant Capital Management
Arizona
$983 – – –
PWA
361
Provenance Wealth Advisors
Florida
$860 +$884 +21 New
GWS
362
Glassman Wealth Services
Virginia
$799 – – –
FFA
363
Farther Finance Advisors
California
$430 – – –
TWP
364
TFO Wealth Partners
Ohio
$358 – – –
BF
365
BOK Financial
Oklahoma
$228 +$253 +6 New
Balyasny Asset Management
366
Balyasny Asset Management
Illinois
– -$43.3M -1,089,002 Closed
ACL
367
Azora Capital LP
Florida
– -$15.1M -379,046 Closed
KHCM
368
Kettle Hill Capital Management
New York
– -$6.74M -169,385 Closed
Two Sigma Investments
369
Two Sigma Investments
New York
– -$5.19M -130,475 Closed
EP
370
Edgestream Partners
New Jersey
– -$3.74M -94,080 Closed
State of Tennessee, Department of Treasury
371
State of Tennessee, Department of Treasury
Tennessee
– -$3.44M -86,538 Closed
BC
372
Brookfield Corp
Ontario, Canada
– -$2.97M -74,669 Closed
CC
373
Cipher Capital
New York
– -$2.35M -59,003 Closed
QT
374
Quantbot Technologies
New York
– -$2.17M -54,585 Closed
Tudor Investment Corp
375
Tudor Investment Corp
Connecticut
– -$2.1M -52,877 Closed
13 14
15
16 17

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.