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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
LG
401
Leuthold Group
Minnesota
– -$348K -8,504 Closed
Los Angeles Capital Management
402
Los Angeles Capital Management
California
– -$342K -8,346 Closed
JF
403
Jump Financial
Illinois
– -$308K -7,527 Closed
AIM
404
Aigen Investment Management
New York
– -$249K -6,072 Closed
MC
405
Maverick Capital
Texas
– -$248K -6,044 Closed
PCM
406
Prelude Capital Management
New York
– -$222K -5,420 Closed
FNA
407
First National Advisers
Nebraska
– -$209K -5,111 Closed
Simplex Trading
408
Simplex Trading
Illinois
– -$206K -5,006 Closed
SCA
409
Stonebridge Capital Advisors
Minnesota
– -$84.8K -2,070 Closed
QP
410
Quilter Plc
United Kingdom
– -$685K -1,031 Closed
FRA
411
Front Row Advisors
California
– -$37.5K -917 Closed
FCA
412
FinTrust Capital Advisors
South Carolina
– -$30.4K -741 Closed
RTC
413
Riverview Trust Company
Washington
– -$13.8K -338 Closed
BAAM
414
Baker Avenue Asset Management
California
– -$5.28K -129 Closed
CSPIA
415
Cary Street Partners Investment Advisory
Virginia
– -$4.92K -120 Closed
MIA
416
Milestone Investment Advisors
Wisconsin
– -$1.54K -38 Closed
WT
417
Washington Trust
Rhode Island
– -$1.41K -35 Closed
FMP
418
Financial Management Professionals
Texas
– +$452 +11 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.