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SF

Stifel
SF

435 hedge funds and large institutions have $6.67B invested in Stifel in 2024 Q1 according to their latest regulatory filings, with 91 funds opening new positions, 140 increasing their positions, 136 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

421% more call options, than puts

Call options by funds: $23.2M | Put options by funds: $4.46M

184% more first-time investments, than exits

New positions opened: 91 | Existing positions closed: 32

15% more funds holding

Funds holding: 378 → 435 (+57)

11% more capital invested

Capital invested by funds: $6.01B → $6.67B (+$663M)

3% more repeat investments, than reductions

Existing positions increased: 140 | Existing positions reduced: 136

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

3.19% less ownership

Funds ownership: 127.81% → 124.61% (-3.2%)

Holders
435
Holders Change
+57
Holders Change %
+15.08%
% of All Funds
6.27%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
91
Increased
140
Reduced
136
Closed
32
Calls
$23.2M
Puts
$4.46M
Net Calls
+$18.7M
Net Calls Change
+$10.3M

Top Buyers

Rank Fund Capital Flow
1
Marshall Wace
Marshall Wace
United Kingdom
+$54.4M
2
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
+$51.9M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$33.1M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$28.9M
5
Invesco
Invesco
Georgia
+$19.4M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$189M
2
Millennium Management
Millennium Management
New York
-$96.7M
3
Victory Capital Management
Victory Capital Management
Texas
-$41.5M
4
First Trust Advisors
First Trust Advisors
Illinois
-$27.3M
5
Goldman Sachs
Goldman Sachs
New York
-$21.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
451
AE Wealth Management
Kansas
– -$227K -4,595 Closed
TPI
452
Trust Point Inc
Wisconsin
– -$201K -4,359 Closed
SG Americas Securities
453
SG Americas Securities
New York
– -$160K -3,464 Closed
PI
454
PEAK6 Investments
Illinois
– -$125K -2,541 Closed
CG
455
Cutler Group
California
– -$96.1K -1,952 Closed
ASN
456
Advisory Services Network
Georgia
– -$22.3K -485 Closed
LF
457
Lee Financial
Texas
– -$12.8K -278 Closed
DJSG
458
D.J. St. Germain
Massachusetts
– -$11.4K -248 Closed
WIA
459
Wetzel Investment Advisors
Indiana
– -$9K -203 Closed
PFA
460
Pathway Financial Advisers
Indiana
– -$3.78K -83 Closed
AFWM
461
Abich Financial Wealth Management
Virginia
– -$2.14K -47 Closed
CIA
462
Cape Investment Advisory
Georgia
– -$1.66K -36 Closed
GI
463
Gradient Investments
Minnesota
– -$1.45K -32 Closed
Toronto Dominion Bank
464
Toronto Dominion Bank
Ontario, Canada
– -$1.31K -29 Closed
GWS
465
Glassman Wealth Services
Virginia
– -$761 -17 Closed
MTIC
466
Missouri Trust & Investment Company
Missouri
– -$415 -9 Closed
SSG
467
Summit Securities Group
New York
– +$148 +3 New
15 16 17 18
19

SF Hedge Fund Activity: Q1 2024 in Review

435 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Stifel (SF) for Q1 2024, worth a combined $6.67B — up 11% from $6.01B a quarter earlier.

Buyers outnumbered sellers: 91 funds opened new SF positions and 32 closed out — a net gain of 59 holders — while 140 added to existing stakes and 136 trimmed.

The largest buyer was Marshall Wace, opening a new position worth an estimated $54.4M. The largest seller was Morgan Stanley, cutting an estimated $189M.

  • 435 institutional investors held Stifel (SF) as of Q1 2024, up from 378 in Q4 2023.
  • Funds reported $6.67B of Stifel stock for Q1 2024, up 11% quarter-over-quarter.
  • 91 funds opened new Stifel positions in Q1 2024 and 32 closed out, a net change of +59 holders.
  • The largest Stifel buyer in Q1 2024 was Marshall Wace, an estimated $54.4M added.
  • The largest Stifel seller in Q1 2024 was Morgan Stanley, an estimated $189M sold.

Based on aggregated 13F filings for Q1 2024.