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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
Northern Trust
26
Northern Trust
Illinois
$84.1M +$6.15M +116,100 +8%
Invesco
27
Invesco
Georgia
$71.4M -$32.9M -621,579 -33%
New York State Common Retirement Fund
28
New York State Common Retirement Fund
New York
$60.9M -$1.24M -23,384 -2%
Balyasny Asset Management
29
Balyasny Asset Management
Illinois
$58.7M +$44.1M +831,424 +387%
KCM
30
Kennedy Capital Management
Missouri
$58.1M -$950K -17,928 -2%
Fiera Capital (Canada)
31
Fiera Capital (Canada)
Quebec, Canada
$57.1M +$640K +12,072 +1%
Goldman Sachs
32
Goldman Sachs
New York
$52.9M +$1.56M +29,366 +3%
Millennium Management
33
Millennium Management
New York
$46.3M -$60.8M -1,147,872 -58%
Hotchkis & Wiley Capital Management
34
Hotchkis & Wiley Capital Management
California
$43.5M -$23.8K -450 -0.1%
Envestnet Asset Management
35
Envestnet Asset Management
Illinois
$43.3M +$700K +13,215 +2%
Marshall Wace
36
Marshall Wace
United Kingdom
$39.7M -$21.1M -397,374 -36%
N
37
Nuveen
North Carolina
$39.4M -$449K -8,467 -1%
SFM
38
Systematic Financial Management
New Jersey
$31.5M -$2.04M -38,476 -6%
AQR Capital Management
39
AQR Capital Management
Connecticut
$30.2M +$128K +2,424 +0.4%
Diamond Hill Capital Management
40
Diamond Hill Capital Management
Ohio
$30.1M -$2.2M -41,574 -7%
Wells Fargo
41
Wells Fargo
California
$27.6M -$203K -3,840 -0.8%
Los Angeles Capital Management
42
Los Angeles Capital Management
California
$25M +$21.3M +401,665 +930%
Retirement Systems of Alabama
43
Retirement Systems of Alabama
Alabama
$24.7M -$1.28M -24,136 -5%
RhumbLine Advisers
44
RhumbLine Advisers
Massachusetts
$23.6M -$226K -4,271 -1%
UBS AM
45
UBS AM
Illinois
$23.4M +$7.96M +150,141 +56%
AAMU
46
AEGON Asset Management (UK)
United Kingdom
$22.7M +$21.5M +405,201 New
Citadel Advisors
47
Citadel Advisors
Florida
$22.5M +$13.8M +260,930 +186%
JP Morgan Chase
48
JP Morgan Chase
New York
$21.4M +$3.85M +72,708 +24%
Walleye Capital
49
Walleye Capital
New York
$20.6M +$7.11M +134,171 +58%
State of Wisconsin Investment Board
50
State of Wisconsin Investment Board
Wisconsin
$19.7M -$304K -5,732 -2%
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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.