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SF

Stifel
SF

365 hedge funds and large institutions have $5.33B invested in Stifel in 2023 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 129 increasing their positions, 130 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

223% more call options, than puts

Call options by funds: $10.6M | Put options by funds: $3.29M

3% more capital invested

Capital invested by funds: $5.15B → $5.33B (+$174M)

2% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 45

0.32% more ownership

Funds ownership: 122.14% → 122.46% (+0.32%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

1% less repeat investments, than reductions

Existing positions increased: 129 | Existing positions reduced: 130

1% less funds holding

Funds holding: 369 → 365 (-4)

Holders
365
Holders Change
-4
Holders Change %
-1.08%
% of All Funds
5.79%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
46
Increased
129
Reduced
130
Closed
45
Calls
$10.6M
Puts
$3.29M
Net Calls
+$7.31M
Net Calls Change
-$64K

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$91.5M
2
Morgan Stanley
Morgan Stanley
New York
+$33.5M
3
Principal Financial Group
Principal Financial Group
Iowa
+$32.7M
4
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
+$29.4M
5
Goldman Sachs
Goldman Sachs
New York
+$25.8M

Top Sellers

1
BlackRock
BlackRock
New York
-$48.7M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$43.3M
3
Marshall Wace
Marshall Wace
United Kingdom
-$37.4M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$18.3M
5
ACL
Azora Capital LP
Florida
-$15.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
SLG
126
Stanley-Laman Group
Pennsylvania
$2.63M +$2.71M +64,311 New
Ohio Public Employees Retirement System (OPERS)
127
Ohio Public Employees Retirement System (OPERS)
Ohio
$2.63M -$288K -6,846 -10%
Public Sector Pension Investment Board (PSP Investments)
128
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$2.46M – – –
APF
129
Alaska Permanent Fund
Alaska
$2.44M – – –
Osaic Holdings
130
Osaic Holdings
Arizona
$2.42M +$776K +18,435 +45%
KOCAA
131
Knights of Columbus Asset Advisors
Connecticut
$2.41M -$34K -808 -1%
AIP
132
Ameritas Investment Partners
Nebraska
$2.38M -$194K -4,618 -7%
JMPWA
133
JP Morgan Private Wealth Advisors
California
$2.37M +$465K +11,036 +24%
Prudential Financial
134
Prudential Financial
New Jersey
$2.36M -$2.52M -59,814 -51%
LPL Financial
135
LPL Financial
California
$2.35M +$302K +7,172 +14%
Boston Partners
136
Boston Partners
Massachusetts
$2.31M -$344K -8,177 -13%
HSBC Holdings
137
HSBC Holdings
United Kingdom
$2.3M -$555K -13,184 -19%
BA
138
Bridgewater Associates
Connecticut
$2.3M +$2.36M +56,067 New
MAM
139
Martingale Asset Management
Massachusetts
$2.29M +$448K +10,643 +24%
SOADOR
140
State of Alaska Department of Revenue
Alaska
$2.28M -$46.8K -1,110 -2%
SSA
141
Schonfeld Strategic Advisors
New York
$2.24M -$5.85M -139,008 -72%
FNBOO
142
First National Bank of Omaha
Nebraska
$2.24M +$124K +2,934 +6%
Teacher Retirement System of Texas
143
Teacher Retirement System of Texas
Texas
$2.19M -$60.5K -1,436 -3%
DTL
144
Dynamic Technology Lab
Singapore
$2.18M -$1.08M -25,620 -33%
RFC
145
Regions Financial Corp
Alabama
$2.07M -$24.8K -588 -1%
Mariner
146
Mariner
Kansas
$2.07M +$1.14M +27,105 +116%
CAPTRUST Financial Advisors
147
CAPTRUST Financial Advisors
North Carolina
$1.97M +$1.7M +40,428 +534%
SIA
148
Sit Investment Associates
Minnesota
$1.95M -$22.1K -525 -1%
Ensign Peak Advisors
149
Ensign Peak Advisors
Utah
$1.93M – – –
MML Investors Services
150
MML Investors Services
Massachusetts
$1.92M +$111K +2,631 +6%
4 5
6
7 8

SF Hedge Fund Activity: Q3 2023 in Review

365 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Stifel (SF) for Q3 2023, worth a combined $5.33B — up 3.4% from $5.15B a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new SF positions and 45 closed out — a net gain of 1 holder — while 129 added to existing stakes and 130 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $91.5M. The largest seller was BlackRock, cutting an estimated $48.7M.

  • 365 institutional investors held Stifel (SF) as of Q3 2023, down from 369 in Q2 2023.
  • Funds reported $5.33B of Stifel stock for Q3 2023, up 3.4% quarter-over-quarter.
  • 46 funds opened new Stifel positions in Q3 2023 and 45 closed out, a net change of +1 holder.
  • The largest Stifel buyer in Q3 2023 was Fidelity Investments, an estimated $91.5M added.
  • The largest Stifel seller in Q3 2023 was BlackRock, an estimated $48.7M sold.

Based on aggregated 13F filings for Q3 2023.