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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
OAM
76
Oppenheimer Asset Management
New York
$9.99M +$1.3M +24,537 +16%
RJA
77
Raymond James & Associates
Florida
$9.58M +$21.1K +398 +0.2%
Victory Capital Management
78
Victory Capital Management
Texas
$9.47M +$1.43M +27,004 +19%
First Trust Advisors
79
First Trust Advisors
Illinois
$9.3M -$3.53M -66,646 -29%
EAM
80
EULAV Asset Management
Florida
$8.79M – – –
Canada Life
81
Canada Life
Manitoba, Canada
$8.49M +$666K +12,563 +9%
California State Teachers Retirement System (CalSTRS)
82
California State Teachers Retirement System (CalSTRS)
California
$8.43M -$123K -2,318 -2%
N
83
Natixis
France
$8.41M +$7.94M +149,850 New
MOACM
84
Mutual of America Capital Management
New York
$8.31M -$196K -3,690 -2%
Arrowstreet Capital
85
Arrowstreet Capital
Massachusetts
$8.05M +$3.38M +63,738 +80%
Renaissance Technologies
86
Renaissance Technologies
New York
$7.41M +$7M +132,173 New
Manulife (Manufacturers Life Insurance)
87
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$7.37M -$103K -1,948 -1%
AG
88
Algert Global
California
$7.08M +$986K +18,608 +17%
SO
89
STRS Ohio
Ohio
$7.06M +$50.4K +951 +0.8%
CM
90
Castleark Management
Illinois
$6.7M +$808K +15,240 +15%
TAM
91
Trillium Asset Management
Massachusetts
$6.52M +$402K +7,581 +7%
Truist Financial
92
Truist Financial
North Carolina
$6.05M -$634K -11,963 -10%
TRSOTSOK
93
Teachers Retirement System of the State of Kentucky
Kentucky
$5.78M – – –
Barclays
94
Barclays
United Kingdom
$5.57M -$3.87M -72,995 -42%
D.E. Shaw & Co
95
D.E. Shaw & Co
New York
$5.25M +$4.14M +78,147 +506%
MAM
96
Martingale Asset Management
Massachusetts
$5.2M -$505K -9,538 -9%
Natixis Advisors
97
Natixis Advisors
Massachusetts
$5.15M +$952K +17,971 +24%
BOPW
98
Brandywine Oak Private Wealth
Pennsylvania
$5.05M – – –
CRC
99
Curi RMB Capital
Illinois
$5.04M +$72.4K +1,367 +2%
AB
100
Amalgamated Bank
New York
$5.02M -$770K -14,527 -14%
2 3
4
5 6

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.