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SF

Stifel
SF

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.

New
Increased
Maintained
Reduced
Closed

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

Holders
378
Holders Change
+13
Holders Change %
+3.56%
% of All Funds
5.51%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
60
Increased
101
Reduced
167
Closed
41
Calls
$13.1M
Puts
$4.64M
Net Calls
+$8.42M
Net Calls Change
+$1.11M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$128M
2
Millennium Management
Millennium Management
New York
+$62.2M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$23.3M
4
CCM
Channing Capital Management
Illinois
+$8.44M
5
Norges Bank
Norges Bank
Norway
+$7.14M

Top Sellers

1
AllianceBernstein
AllianceBernstein
Tennessee
-$21M
2
Marshall Wace
Marshall Wace
United Kingdom
-$18.2M
3
Vanguard Group
Vanguard Group
Pennsylvania
-$14.9M
4
Fisher Asset Management
Fisher Asset Management
Washington
-$14.4M
5
BlackRock
BlackRock
New York
-$13.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
CTC
351
Cetera Trust Company
Minnesota
$2.77K +$2.47K +60 New
PWMG
352
Private Wealth Management Group
New Jersey
$2.7K +$2.43K +59 New
S
353
Sachetta
Massachusetts
$2.7K +$2.43K +59 New
VWM
354
Venturi Wealth Management
Texas
$2.49K -$1.32K -32 -37%
AFWM
355
Abich Financial Wealth Management
Virginia
$2.14K +$1.93K +47 New
AAP
356
Arax Advisory Partners
Colorado
$2.05K – – –
CAL
357
Capital Advisors Ltd
Ohio
$2K – – –
VNA
358
Valley National Advisers
Pennsylvania
$2K +$1.23K +30 +100%
PWMG
359
Prestige Wealth Management Group
New Jersey
$1.94K – – –
EWA
360
EverSource Wealth Advisors
Alabama
$1.73K -$4.85K -118 -76%
MFT
361
Moisand Fitzgerald Tamayo
Florida
$1.73K – – –
SIC
362
SJS Investment Consulting
Ohio
$1.66K -$329 -8 -18%
RFG
363
RFP Financial Group
Georgia
$1.66K – – –
CIA
364
Cape Investment Advisory
Georgia
$1.66K +$1.48K +36 New
HCP
365
Hexagon Capital Partners
Arkansas
$1.45K -$164 -4 -11%
GI
366
Gradient Investments
Minnesota
$1.45K – – –
Toronto Dominion Bank
367
Toronto Dominion Bank
Ontario, Canada
$1.31K – – –
DPW
368
DiNuzzo Private Wealth
Pennsylvania
$1.31K +$1.19K +29 New
PIM
369
Plato Investment Management
Australia
$1.24K +$1.11K +27 New
AF
370
Advisornet Financial
Minnesota
$1.18K +$1.07K +26 New
VCM
371
Versant Capital Management
Arizona
$1.11K – – –
PWA
372
Provenance Wealth Advisors
Florida
$968 – – –
GWS
373
Glassman Wealth Services
Virginia
$761 -$123 -3 -15%
TWP
374
TFO Wealth Partners
Ohio
$415 – – –
MTIC
375
Missouri Trust & Investment Company
Missouri
$415 +$370 +9 New
13 14
15
16 17

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.