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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
DIA
101
Dana Investment Advisors
Wisconsin
$4.95M -$85.2K -1,608 -2%
WB
102
WesBanco Bank
West Virginia
$4.94M – – –
Acadian Asset Management
103
Acadian Asset Management
Massachusetts
$4.76M +$4.5M +84,975 New
BGIM
104
Brandywine Global Investment Management
Pennsylvania
$4.7M +$360K +6,789 +9%
1CM
105
1492 Capital Management
Wisconsin
$4.57M -$21.9K -414 -0.5%
MIM
106
MetLife Investment Management
New Jersey
$4.54M -$163K -3,084 -4%
Prudential Financial
107
Prudential Financial
New Jersey
$4.53M +$681K +12,846 +19%
Teacher Retirement System of Texas
108
Teacher Retirement System of Texas
Texas
$4.53M -$116K -2,186 -3%
Federated Hermes
109
Federated Hermes
Pennsylvania
$4.52M -$37.1K -700 -0.9%
HA
110
Heartland Advisors
Wisconsin
$4.5M +$4.25M +80,136 New
US Bancorp
111
US Bancorp
Minnesota
$4.46M +$29.9K +564 +0.7%
Assenagon Asset Management
112
Assenagon Asset Management
Luxembourg
$4.45M -$7.53M -142,144 -64%
T. Rowe Price Associates
113
T. Rowe Price Associates
Maryland
$4.39M +$24.3K +459 +0.6%
Bank of Montreal
114
Bank of Montreal
Ontario, Canada
$4.36M +$193K +3,635 +5%
Thrivent Financial for Lutherans
115
Thrivent Financial for Lutherans
Minnesota
$4.34M +$675K +12,744 +20%
IAN
116
Integrated Advisors Network
Texas
$4.28M -$51K -962 -1%
MCM
117
Maltese Capital Management
New York
$4.21M +$1.19M +22,500 +43%
BCI
118
Brinker Capital Investments
Pennsylvania
$4.15M -$204K -3,848 -5%
OPS
119
Orion Portfolio Solutions
Nebraska
$4.15M -$204K -3,848 -5%
Jane Street
120
Jane Street
New York
$4.14M +$3.32M +62,628 +557%
Comerica Bank
121
Comerica Bank
Texas
$4.14M -$255K -4,804 -6%
Pathstone Holdings
122
Pathstone Holdings
New Jersey
$4M +$19.4K +366 +0.5%
SLG
123
Stanley-Laman Group
Pennsylvania
$3.86M +$232K +4,381 +7%
Janus Henderson Group
124
Janus Henderson Group
United Kingdom
$3.84M -$40.4K -763 -1%
SA
125
Sanctuary Advisors
Indiana
$3.81M +$3.84M +72,390 New
3 4
5
6 7

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.