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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
RCM
376
Raleigh Capital Management
North Carolina
$346 +$329 +8 New
BF
377
BOK Financial
Oklahoma
$276 – – –
Marshall Wace
378
Marshall Wace
United Kingdom
– -$18.2M -445,350 Closed
Renaissance Technologies
379
Renaissance Technologies
New York
– -$6.25M -152,573 Closed
Citadel Advisors
380
Citadel Advisors
Florida
– -$6.17M -150,164 Closed
CSS
381
Cubist Systematic Strategies
Connecticut
– -$5.27M -128,781 Closed
Schroder Investment Management Group
382
Schroder Investment Management Group
United Kingdom
– -$5.23M -127,691 Closed
WMSA
383
Weiss Multi-Strategy Advisers
New York
– -$4.13M -100,757 Closed
WB
384
WesBanco Bank
West Virginia
– -$3.61M -88,092 Closed
CM
385
Crestline Management
Texas
– -$2.76M -67,500 Closed
DTL
386
Dynamic Technology Lab
Singapore
– -$2.18M -53,139 Closed
Canada Pension Plan Investment Board
387
Canada Pension Plan Investment Board
Ontario, Canada
– -$1.9M -46,500 Closed
MCM
388
Maltese Capital Management
New York
– -$1.84M -45,000 Closed
DFCM
389
Dark Forest Capital Management
Puerto Rico
– -$1.77M -43,284 Closed
Aviva
390
Aviva
United Kingdom
– -$1.52M -37,049 Closed
PMEF
391
Point72 Middle East FZE
United Arab Emirates
– -$1.39M -33,924 Closed
Voloridge Investment Management
392
Voloridge Investment Management
Florida
– -$1.1M -26,906 Closed
National Bank of Canada
393
National Bank of Canada
Quebec, Canada
– -$1.02M -26,403 Closed
CCM
394
Cinctive Capital Management
New York
– -$922K -22,500 Closed
OTPPB
395
Ontario Teachers' Pension Plan Board
Ontario, Canada
– -$737K -17,987 Closed
ECM
396
ExodusPoint Capital Management
New York
– -$527K -12,861 Closed
Point72 Asset Management
397
Point72 Asset Management
Connecticut
– -$500K -12,197 Closed
IIM
398
INTECH Investment Management
Florida
– -$457K -11,160 Closed
HIM
399
Hillsdale Investment Management
Ontario, Canada
– -$406K -9,900 Closed
YIH
400
Y-Intercept (HK)
Hong Kong
– -$394K -9,627 Closed
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.