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SF

Stifel
SF

378 hedge funds and large institutions have $6.01B invested in Stifel in 2023 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 101 increasing their positions, 167 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 1 → 3 (+2)

182% more call options, than puts

Call options by funds: $13.1M | Put options by funds: $4.64M

46% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 41

13% more capital invested

Capital invested by funds: $5.33B → $6.01B (+$682M)

5.34% more ownership

Funds ownership: 122.46% → 127.81% (+5.3%)

4% more funds holding

Funds holding: 365 → 378 (+13)

40% less repeat investments, than reductions

Existing positions increased: 101 | Existing positions reduced: 167

Holders
378
Holders Change
+13
Holders Change %
+3.56%
% of All Funds
5.51%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
60
Increased
101
Reduced
167
Closed
41
Calls
$13.1M
Puts
$4.64M
Net Calls
+$8.42M
Net Calls Change
+$1.11M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$128M
2
Millennium Management
Millennium Management
New York
+$62.2M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$23.3M
4
CCM
Channing Capital Management
Illinois
+$8.44M
5
Norges Bank
Norges Bank
Norway
+$7.14M

Top Sellers

1
AllianceBernstein
AllianceBernstein
Tennessee
-$21M
2
Marshall Wace
Marshall Wace
United Kingdom
-$18.2M
3
Vanguard Group
Vanguard Group
Pennsylvania
-$14.9M
4
Fisher Asset Management
Fisher Asset Management
Washington
-$14.4M
5
BlackRock
BlackRock
New York
-$13.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
BGIM
101
Brandywine Global Investment Management
Pennsylvania
$3.61M -$151K -3,676 -4%
IAN
102
Integrated Advisors Network
Texas
$3.6M +$3.21M +78,095 New
T. Rowe Price Associates
103
T. Rowe Price Associates
Maryland
$3.42M +$84.4K +2,052 +3%
Susquehanna International Group
104
Susquehanna International Group
Pennsylvania
$3.41M -$6.05M -147,195 -67%
Bank of Montreal
105
Bank of Montreal
Ontario, Canada
$3.4M -$768K -18,677 -20%
US Bancorp
106
US Bancorp
Minnesota
$3.37M -$158K -3,835 -5%
Comerica Bank
107
Comerica Bank
Texas
$3.36M -$66.7K -1,621 -2%
BCI
108
Brinker Capital Investments
Pennsylvania
$3.31M -$244K -5,940 -8%
OPS
109
Orion Portfolio Solutions
Nebraska
$3.31M -$244K -5,940 -8%
YCM
110
Yousif Capital Management
Michigan
$3.28M -$61.6K -1,499 -2%
Natixis Advisors
111
Natixis Advisors
Massachusetts
$3.27M -$971K -23,610 -25%
LPL Financial
112
LPL Financial
California
$3.26M +$526K +12,796 +22%
SSA
113
Schonfeld Strategic Advisors
New York
$3.24M +$639K +15,544 +28%
Treasurer of the State of North Carolina
114
Treasurer of the State of North Carolina
North Carolina
$3.14M -$65K -1,581 -2%
UBS Group
115
UBS Group
Switzerland
$3.04M +$1.08M +26,240 +66%
HF
116
HRT Financial
New York
$3.01M -$1.03M -25,083 -28%
VOYA Investment Management
117
VOYA Investment Management
Georgia
$2.99M -$976K -23,729 -27%
Thrivent Financial for Lutherans
118
Thrivent Financial for Lutherans
Minnesota
$2.98M -$41.5K -1,009 -2%
SLG
119
Stanley-Laman Group
Pennsylvania
$2.96M -$3.74K -91 -0.1%
Ohio Public Employees Retirement System (OPERS)
120
Ohio Public Employees Retirement System (OPERS)
Ohio
$2.95M -$11.5K -279 -0.4%
TC
121
TwinBeech Capital
New York
$2.75M -$215K -5,232 -8%
APF
122
Alaska Permanent Fund
Alaska
$2.74M -$8.43K -205 -0.3%
Assenagon Asset Management
123
Assenagon Asset Management
Luxembourg
$2.73M -$10.9M -266,116 -82%
AIP
124
Ameritas Investment Partners
Nebraska
$2.62M -$55.8K -1,356 -2%
Boston Partners
125
Boston Partners
Massachusetts
$2.61M +$12.3K +299 +0.5%
3 4
5
6 7

SF Hedge Fund Activity: Q4 2023 in Review

378 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Stifel (SF) for Q4 2023, worth a combined $6.01B — up 13% from $5.33B a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new SF positions and 41 closed out — a net gain of 19 holders — while 101 added to existing stakes and 167 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $128M. The largest seller was AllianceBernstein, cutting an estimated $21M.

  • 378 institutional investors held Stifel (SF) as of Q4 2023, up from 365 in Q3 2023.
  • Funds reported $6.01B of Stifel stock for Q4 2023, up 13% quarter-over-quarter.
  • 60 funds opened new Stifel positions in Q4 2023 and 41 closed out, a net change of +19 holders.
  • The largest Stifel buyer in Q4 2023 was Morgan Stanley, an estimated $128M added.
  • The largest Stifel seller in Q4 2023 was AllianceBernstein, an estimated $21M sold.

Based on aggregated 13F filings for Q4 2023.