Stifel
365 hedge funds and large institutions have $5.33B invested in Stifel in 2023 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 129 increasing their positions, 130 reducing their positions, and 45 closing their positions.
223% more call options, than puts
Call options by funds: $10.6M | Put options by funds: $3.29M
3% more capital invested
Capital invested by funds: $5.15B → $5.33B (+$174M)
2% more first-time investments, than exits
New positions opened: 46 | Existing positions closed: 45
0.32% more ownership
Funds ownership: 122.14% → 122.46% (+0.32%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
1% less repeat investments, than reductions
Existing positions increased: 129 | Existing positions reduced: 130
1% less funds holding
Funds holding: 369 → 365 (-4)
Top Buyers
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$91.5M |
| 2 |
Morgan Stanley
New York
|
+$33.5M |
| 3 |
Principal Financial Group
Des Moines,
Iowa
|
+$32.7M |
| 4 |
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
+$29.4M |
| 5 |
Goldman Sachs
New York
|
+$25.8M |
Top Sellers
| 1 |
BlackRock
New York
|
-$48.7M |
| 2 |
Balyasny Asset Management
Chicago,
Illinois
|
-$43.3M |
| 3 |
Marshall Wace
London,
United Kingdom
|
-$37.4M |
| 4 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$18.3M |
| 5 |
ACL
Azora Capital LP
Miami,
Florida
|
-$15.1M |
SF Hedge Fund Activity: Q3 2023 in Review
365 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Stifel (SF) for Q3 2023, worth a combined $5.33B — up 3.4% from $5.15B a quarter earlier.
Buyers outnumbered sellers: 46 funds opened new SF positions and 45 closed out — a net gain of 1 holder — while 129 added to existing stakes and 130 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $91.5M. The largest seller was BlackRock, cutting an estimated $48.7M.
- 365 institutional investors held Stifel (SF) as of Q3 2023, down from 369 in Q2 2023.
- Funds reported $5.33B of Stifel stock for Q3 2023, up 3.4% quarter-over-quarter.
- 46 funds opened new Stifel positions in Q3 2023 and 45 closed out, a net change of +1 holder.
- The largest Stifel buyer in Q3 2023 was Fidelity Investments, an estimated $91.5M added.
- The largest Stifel seller in Q3 2023 was BlackRock, an estimated $48.7M sold.
Based on aggregated 13F filings for Q3 2023.