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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
RWM
401
Ruedi Wealth Management
Illinois
$7.24K +$6.84K +129 New
ETC
402
Exchange Traded Concepts
Oklahoma
$6.9K +$6.52K +123 New
HI
403
Harbour Investments
Wisconsin
$5.05K +$4.77K +90 New
BIA
404
Bell Investment Advisors
California
$4.8K – – –
EWA
405
EverSource Wealth Advisors
Alabama
$4.7K +$2.23K +42 +111%
LFA
406
LGT Financial Advisors
Texas
$4.38K – – –
S
407
Sachetta
Massachusetts
$4.3K +$795 +15 +25%
IC
408
Innealta Capital
Texas
$4.12K +$3.92K +74 New
FMII
409
Farmers & Merchants Investments Inc
Nebraska
$3.53K -$318 -6 -9%
CTC
410
Cetera Trust Company
Minnesota
$3.37K – – –
PWMG
411
Private Wealth Management Group
New Jersey
$3.28K – – –
VNA
412
Valley National Advisers
Pennsylvania
$3K – – –
CAL
413
Capital Advisors Ltd
Ohio
$3K +$106 +2 +4%
CWC
414
Carolinas Wealth Consulting
North Carolina
$2.95K -$318 -6 -10%
IAIM
415
International Assets Investment Management
Florida
$2.69K +$2.54K +48 New
PWMG
416
Prestige Wealth Management Group
New Jersey
$2.36K – – –
AF
417
Advisornet Financial
Minnesota
$2.27K – – –
BWP
418
Baldwin Wealth Partners
Massachusetts
$2.27K +$2.17K +41 New
MFT
419
Moisand Fitzgerald Tamayo
Florida
$2.1K – – –
SIC
420
SJS Investment Consulting
Ohio
$2.1K – – –
RFG
421
RFP Financial Group
Georgia
$2.02K – – –
DPW
422
DiNuzzo Private Wealth
Pennsylvania
$1.85K +$212 +4 +14%
RCM
423
Raleigh Capital Management
North Carolina
$1.68K – – –
CA
424
Continuum Advisory
Idaho
$1.6K – – –
PIM
425
Plato Investment Management
Australia
$1.51K – – –
15 16
17
18 19

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.