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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
GT
51
Glenmede Trust
Pennsylvania
$19.6M +$107K +2,024 +0.6%
AI
52
Axiom Investors
Connecticut
$19M +$2.3M +43,429 +15%
NRCM
53
North Reef Capital Management
California
$18.5M -$4.08M -77,079 -19%
Holocene Advisors
54
Holocene Advisors
New York
$18M +$17M +320,543 New
SEI Investments
55
SEI Investments
Pennsylvania
$17.3M -$370K -6,979 -2%
PCM
56
Peregrine Capital Management
Minnesota
$17.1M +$208K +3,919 +1%
Swiss National Bank
57
Swiss National Bank
Switzerland
$17M +$71.5K +1,350 +0.4%
Legal & General Group
58
Legal & General Group
United Kingdom
$16.3M -$918K -17,332 -6%
PFC
59
Poplar Forest Capital
California
$16M +$439K +8,285 +3%
California Public Employees Retirement System
60
California Public Employees Retirement System
California
$16M -$400K -7,555 -3%
Loomis, Sayles & Company
61
Loomis, Sayles & Company
Massachusetts
$15.3M -$256K -4,840 -2%
GC
62
Guggenheim Capital
Illinois
$14.8M -$137K -2,583 -1%
American Century Companies
63
American Century Companies
Missouri
$13.5M -$2.06M -38,790 -14%
AM
64
AGF Management
Ontario, Canada
$13.5M +$3.52M +66,489 +38%
Schroder Investment Management Group
65
Schroder Investment Management Group
United Kingdom
$13.2M +$5.25M +99,144 +73%
Ameriprise
66
Ameriprise
Minnesota
$12.8M -$15.4M -289,905 -56%
New York State Teachers Retirement System (NYSTRS)
67
New York State Teachers Retirement System (NYSTRS)
New York
$12.1M -$1.1M -20,676 -9%
Lazard Asset Management
68
Lazard Asset Management
New York
$12.1M -$461K -8,700 -4%
AIM
69
Access Investment Management
Georgia
$12M – – –
Allspring Global Investments
70
Allspring Global Investments
North Carolina
$11.7M -$509K -9,605 -4%
CF
71
Corebridge Financial
Texas
$10.9M +$10.3M +194,355 New
CAG
72
Crestwood Advisors Group
Massachusetts
$10.8M +$107K +2,026 +1%
State Board of Administration of Florida Retirement System
73
State Board of Administration of Florida Retirement System
Florida
$10.8M -$541K -10,203 -5%
AA
74
Ancora Advisors
Ohio
$10.6M +$9.97M +188,184 New
Royal Bank of Canada
75
Royal Bank of Canada
Ontario, Canada
$10.2M +$355K +6,707 +4%
1 2
3
4 5

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.