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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
Treasurer of the State of North Carolina
126
Treasurer of the State of North Carolina
North Carolina
$3.63M -$36.6K -691 -1%
YCM
127
Yousif Capital Management
Michigan
$3.61M -$281K -5,301 -8%
LPL Financial
128
LPL Financial
California
$3.57M -$96.8K -1,827 -3%
NIG
129
NFJ Investment Group
Texas
$3.53M -$337K -6,369 -9%
UBS Group
130
UBS Group
Switzerland
$3.47M -$874K -16,489 -21%
CIC
131
Chase Investment Counsel
Virginia
$3.44M +$3.25M +61,385 New
Franklin Resources
132
Franklin Resources
California
$3.39M +$1.42M +26,865 +80%
Ohio Public Employees Retirement System (OPERS)
133
Ohio Public Employees Retirement System (OPERS)
Ohio
$3.28M +$34.3K +648 +1%
VanEck Associates
134
VanEck Associates
New York
$3.23M +$264K +4,984 +9%
AIP
135
Ameritas Investment Partners
Nebraska
$3.12M -$58K -1,094 -2%
SOADOR
136
State of Alaska Department of Revenue
Alaska
$3.02M – – –
FNBOO
137
First National Bank of Omaha
Nebraska
$2.99M +$145K +2,745 +5%
Man Group
138
Man Group
United Kingdom
$2.8M -$166K -3,127 -6%
RFC
139
Regions Financial Corp
Alabama
$2.78M -$42.1K -794 -2%
Cerity Partners
140
Cerity Partners
New York
$2.75M -$473K -8,921 -15%
State of New Jersey Common Pension Fund D
141
State of New Jersey Common Pension Fund D
New Jersey
$2.73M -$1.63M -30,694 -39%
Mariner
142
Mariner
Kansas
$2.71M -$41.8K -789 -2%
QCM
143
Quantinno Capital Management
New York
$2.62M +$643K +12,137 +35%
Ensign Peak Advisors
144
Ensign Peak Advisors
Utah
$2.53M – – –
CAPTRUST Financial Advisors
145
CAPTRUST Financial Advisors
North Carolina
$2.49M -$54.3K -1,024 -2%
IMRF
146
Illinois Municipal Retirement Fund
Illinois
$2.48M – – –
LSERS
147
Louisiana State Employees Retirement System
Louisiana
$2.44M -$31.8K -600 -1%
ASRS
148
Arizona State Retirement System
Arizona
$2.42M +$59.3K +1,119 +3%
SIA
149
Sit Investment Associates
Minnesota
$2.38M -$231K -4,350 -9%
MML Investors Services
150
MML Investors Services
Massachusetts
$2.33M -$119K -2,250 -5%
4 5
6
7 8

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.