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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
BGAI
351
Bruce G. Allen Investments
Colorado
$61.9K -$1.11K -21 -2%
Nomura Asset Management
352
Nomura Asset Management
Japan
$61.4K – – –
FHA
353
First Horizon Advisors
Tennessee
$61.3K -$3.81K -72 -6%
HNB
354
Huntington National Bank
Ohio
$57.7K -$14.3K -270 -21%
VWM
355
Venturi Wealth Management
Texas
$56.6K +$44.8K +846 +516%
UB
356
UMB Bank
Missouri
$53.6K -$689 -13 -1%
FRA
357
Front Row Advisors
California
$50.4K -$1.43K -27 -3%
CFGS
358
Concourse Financial Group Securities
Alabama
$50.2K -$1.75K -33 -4%
MA
359
Montag & Associates
Georgia
$49.2K – – –
Mitsubishi UFJ Trust & Banking
360
Mitsubishi UFJ Trust & Banking
Japan
$48.5K +$12K +226 +35%
FFA
361
Farther Finance Advisors
California
$40.6K -$182K -3,440 -83%
PPC
362
Park Place Capital
Alabama
$40K -$21.3K -402 -36%
QL
363
Quarry LP
New York
$35.7K -$29.7K -560 -47%
GI
364
GAMMA Investing
California
$33.2K +$9.22K +174 +42%
LC
365
Lindbrook Capital
California
$32.5K -$1.75K -33 -5%
BFEC
366
Benjamin F. Edwards & Company
Missouri
$32K – – –
QC
367
Quent Capital
New York
$29.8K – – –
WT
368
Whittier Trust
California
$28.3K – – –
JEST
369
JTC Employer Solutions Trustee
Jersey
$27K – – –
NS
370
NBC Securities
Alabama
$27K – – –
VCM
371
Versant Capital Management
Arizona
$25.8K +$23.2K +437 +1,821%
SIC
372
Salem Investment Counselors
North Carolina
$25.2K -$3.97K -75 -14%
BBHC
373
Brown Brothers Harriman & Co
New York
$25.2K – – –
SAM
374
Smartleaf Asset Management
Massachusetts
$23.8K +$18.9K +356 +409%
Mitsubishi UFJ Asset Management
375
Mitsubishi UFJ Asset Management
Japan
$23.3K – – –
13 14
15
16 17

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.