Stifel
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.
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
Top Buyers
Top Sellers
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
-$208M |
| 2 |
Millennium Management
New York
|
-$60.8M |
| 3 |
Invesco
Atlanta,
Georgia
|
-$32.9M |
| 4 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
-$29M |
| 5 |
Principal Financial Group
Des Moines,
Iowa
|
-$23.6M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AG
476
AIA Group
Hong Kong
| – | -$205K | -3,935 | Closed |
|
|
IWA
477
Icon Wealth Advisors
Houston,
Texas
| – | -$188K | -3,600 | Closed |
|
|
CFM
478
Catalyst Funds Management
Sydney NSW,
Australia
| – | -$93.8K | -1,800 | Closed |
|
479
First Manhattan
New York
| – | -$54.3K | -1,043 | Closed |
|
|
AS
480
Altshuler Shaham
Tel Aviv,
Israel
| – | -$34.8K | -668 | Closed |
|
|
EC
481
EntryPoint Capital
New York
| – | -$14.6K | -281 | Closed |
|
482
1832 Asset Management
Toronto,
Ontario, Canada
| – | -$4.22K | -81 | Closed |
|
|
CFB
483
Cullen/Frost Bankers
San Antonio,
Texas
| – | -$3.75K | -72 | Closed |
|
|
GWM
484
Geneos Wealth Management
Englewood,
Colorado
| – | -$2.35K | -45 | Closed |
|
|
HCP
485
Hexagon Capital Partners
Rogers,
Arkansas
| – | -$1.33K | -26 | Closed |
|
|
FGAM
486
Financial Gravity Asset Management
Lakeway,
Texas
| – | -$1.02K | -20 | Closed |
|
|
A
487
AlphaQuest
New York
| – | -$547 | -11 | Closed |
|
|
TWP
488
TFO Wealth Partners
Maumee,
Ohio
| – | -$469 | -9 | Closed |
|
|
IPW
489
Impact Partnership Wealth
Marietta,
Georgia
| – | -$394 | -8 | Closed |
|
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.