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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
GWM
376
Greenwich Wealth Management
Connecticut
– -$1.36M -34,125 Closed
SLWA
377
San Luis Wealth Advisors
California
– -$1.28M -32,202 Closed
Capital Fund Management (CFM)
378
Capital Fund Management (CFM)
France
– -$1.1M -27,590 Closed
CCIA
379
Campbell & Co Investment Adviser
Maryland
– -$979K -24,603 Closed
DA
380
Duality Advisers
Florida
– -$859K -21,582 Closed
E
381
Ergoteles
New York
– -$843K -21,197 Closed
SEC
382
Seven Eight Capital
New York
– -$777K -19,539 Closed
XT
383
XTX Topco
Cayman Islands
– -$648K -16,283 Closed
OTL
384
Oak Thistle LLC
New York
– -$528K -13,272 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
385
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
– -$504K -12,674 Closed
MM
386
MQS Management
New York
– -$461K -11,582 Closed
PTC
387
Petrus Trust Company
Texas
– -$460K -11,552 Closed
PRC
388
Pearl River Capital
Michigan
– -$437K -10,992 Closed
QT
389
Quantamental Technologies
New York
– -$418K -10,506 Closed
Rockefeller Capital Management
390
Rockefeller Capital Management
New York
– -$406K -10,212 Closed
CC
391
Centiva Capital
New York
– -$339K -8,519 Closed
SPA
392
Sherbrooke Park Advisers
New York
– -$321K -8,076 Closed
Verition Fund Management
393
Verition Fund Management
Connecticut
– -$295K -7,428 Closed
PA
394
PFG Advisors
Arizona
– -$249K -6,264 Closed
V
395
Veritable
Delaware
– -$241K -6,063 Closed
QCM
396
Qsemble Capital Management
New York
– -$239K -6,000 Closed
AT
397
American Trust
Kentucky
– -$238K -5,978 Closed
BFM
398
Boothbay Fund Management
New York
– -$219K -5,501 Closed
HIA
399
Harbor Investment Advisory
Maryland
– -$131K -3,287 Closed
CIA
400
Capital Impact Advisors
Massachusetts
– -$128K -3,227 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.