Stifel
443 hedge funds and large institutions have $8.27B invested in Stifel in 2024 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 157 increasing their positions, 164 reducing their positions, and 36 closing their positions.
369% more call options, than puts
Call options by funds: $24.5M | Put options by funds: $5.22M
25% more first-time investments, than exits
New positions opened: 45 | Existing positions closed: 36
14% more funds holding in top 10
Funds holding in top 10: 7 → 8 (+1)
13% more capital invested
Capital invested by funds: $7.35B → $8.27B (+$926M)
2% more funds holding
Funds holding: 435 → 443 (+8)
1.05% more ownership
Funds ownership: 127.85% → 128.9% (+1.1%)
4% less repeat investments, than reductions
Existing positions increased: 157 | Existing positions reduced: 164
Top Buyers
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$108M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
+$73.6M |
| 3 |
Millennium Management
New York
|
+$53.6M |
| 4 |
Goldman Sachs
New York
|
+$31.5M |
| 5 |
Invesco
Atlanta,
Georgia
|
+$14.8M |
Top Sellers
| 1 |
Balyasny Asset Management
Chicago,
Illinois
|
-$32.5M |
| 2 |
LSV Asset Management
Chicago,
Illinois
|
-$21M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$18.9M |
| 4 |
NRCM
North Reef Capital Management
Laguna Beach,
California
|
-$18.5M |
| 5 |
Holocene Advisors
New York
|
-$18M |
SF Hedge Fund Activity: Q3 2024 in Review
443 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Stifel (SF) for Q3 2024, worth a combined $8.27B — up 13% from $7.35B a quarter earlier.
Buyers outnumbered sellers: 45 funds opened new SF positions and 36 closed out — a net gain of 9 holders — while 157 added to existing stakes and 164 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $108M. The largest seller was Balyasny Asset Management, cutting an estimated $32.5M.
- 443 institutional investors held Stifel (SF) as of Q3 2024, up from 435 in Q2 2024.
- Funds reported $8.27B of Stifel stock for Q3 2024, up 13% quarter-over-quarter.
- 45 funds opened new Stifel positions in Q3 2024 and 36 closed out, a net change of +9 holders.
- The largest Stifel buyer in Q3 2024 was Fidelity Investments, an estimated $108M added.
- The largest Stifel seller in Q3 2024 was Balyasny Asset Management, an estimated $32.5M sold.
Based on aggregated 13F filings for Q3 2024.