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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
SPA
451
Sherbrooke Park Advisers
New York
– -$1.01M -19,460 Closed
CC
452
Centiva Capital
New York
– -$1.01M -19,295 Closed
Aviva
453
Aviva
United Kingdom
– -$880K -16,883 Closed
AA
454
AlphaQ Advisors
Florida
– -$782K -15,000 Closed
TCM
455
Teza Capital Management
Illinois
– -$757K -14,532 Closed
MM
456
MQS Management
New York
– -$703K -13,494 Closed
DFCM
457
Dark Forest Capital Management
Puerto Rico
– -$611K -11,718 Closed
Susquehanna International Group
458
Susquehanna International Group
Pennsylvania
– -$588K -11,103 Closed
JFG
459
Jefferies Financial Group
New York
– -$573K -11,001 Closed
OAC
460
OMERS Administration Corp
Ontario, Canada
– -$555K -10,650 Closed
SSA
461
Schonfeld Strategic Advisors
New York
– -$509K -9,765 Closed
CT
462
ClearAlpha Technologies
Connecticut
– -$412K -7,908 Closed
EGM
463
Engineers Gate Manager
New York
– -$402K -7,712 Closed
GCP
464
GSA Capital Partners
United Kingdom
– -$396K -7,607 Closed
QCM
465
Qsemble Capital Management
New York
– -$392K -7,514 Closed
RCM
466
Radnor Capital Management
Pennsylvania
– -$367K -7,046 Closed
MFS
467
Mirabella Financial Services
United Kingdom
– -$346K -6,642 Closed
Verition Fund Management
468
Verition Fund Management
Connecticut
– -$331K -6,347 Closed
PRC
469
Pearl River Capital
Michigan
– -$306K -5,865 Closed
BFM
470
Boothbay Fund Management
New York
– -$280K -5,373 Closed
DC
471
Diametric Capital
Massachusetts
– -$271K -5,193 Closed
BC
472
Bridgefront Capital
Texas
– -$265K -5,078 Closed
DM
473
Deerfield Management
New York
– -$259K -4,970 Closed
OTL
474
Oak Thistle LLC
New York
– -$256K -4,916 Closed
SM
475
Sciencast Management
New Jersey
– -$228K -4,377 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.