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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
GEA
426
Glen Eagle Advisors
New Jersey
$1.35K +$1.27K +24 New
PWA
427
Provenance Wealth Advisors
Florida
$1.18K – – –
FMP
428
Financial Management Professionals
Texas
$1K – – –
CAM
429
ClariVest Asset Management
California
$757 +$742 +14 New
BF
430
BOK Financial
Oklahoma
$337 – – –
WWP
431
WR Wealth Planners
Missouri
$337 – – –
VWA
432
Valued Wealth Advisors
Utah
$169 – – –
TFM
433
TFC Financial Management
Massachusetts
$85 +$106 +2 New
HIA
434
Harbor Investment Advisory
Maryland
$84 +$106 +2 New
AIG
435
American International Group
New York
– -$10.6M -202,467 Closed
TPSF
436
Texas Permanent School Fund
Texas
– -$6.98M -133,899 Closed
Qube Research & Technologies (QRT)
437
Qube Research & Technologies (QRT)
United Kingdom
– -$5.03M -96,474 Closed
CSS
438
Cubist Systematic Strategies
Connecticut
– -$4.87M -93,399 Closed
PI
439
PineBridge Investments
New York
– -$4.16M -79,748 Closed
CCIA
440
Campbell & Co Investment Adviser
Maryland
– -$3.96M -75,995 Closed
SPS
441
Susquehanna Portfolio Strategies
Pennsylvania
– -$2.57M -49,265 Closed
PHK
442
Point72 Hong Kong
Hong Kong
– -$1.97M -37,778 Closed
DTL
443
Dynamic Technology Lab
Singapore
– -$1.85M -35,510 Closed
TC
444
TwinBeech Capital
New York
– -$1.77M -33,944 Closed
RIM
445
Redwood Investment Management
Arizona
– -$1.52M -29,102 Closed
Nomura Holdings
446
Nomura Holdings
Japan
– -$1.51M -28,902 Closed
Public Sector Pension Investment Board (PSP Investments)
447
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
– -$1.33M -25,500 Closed
SAG
448
SageView Advisory Group
California
– -$1.46M -24,009 Closed
ACM
449
Aquatic Capital Management
Illinois
– -$1.24M -23,850 Closed
EF
450
Empowered Funds
Pennsylvania
– -$1.04M -19,881 Closed
16 17
18
19 20

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.