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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
Canada Pension Plan Investment Board
151
Canada Pension Plan Investment Board
Ontario, Canada
$1.9M -$1.45M -34,500 -43%
AI
152
Axiom Investors
Connecticut
$1.88M +$707K +16,792 +58%
ASRS
153
Arizona State Retirement System
Arizona
$1.86M +$15.8K +374 +0.8%
MCM
154
Maltese Capital Management
New York
$1.84M -$1.35M -32,100 -42%
LSERS
155
Louisiana State Employees Retirement System
Louisiana
$1.82M -$88.4K -2,100 -5%
IMRF
156
Illinois Municipal Retirement Fund
Illinois
$1.81M – – –
OPERF
157
Oregon Public Employees Retirement Fund
Oregon
$1.8M -$82.1K -1,950 -4%
DFCM
158
Dark Forest Capital Management
Puerto Rico
$1.77M +$504K +11,959 +38%
UBS Group
159
UBS Group
Switzerland
$1.63M -$4.03M -95,571 -71%
PNC Financial Services Group
160
PNC Financial Services Group
Pennsylvania
$1.61M -$96.2K -2,284 -5%
SOMRS
161
State of Michigan Retirement System
Michigan
$1.54M -$75.8K -1,800 -5%
Aviva
162
Aviva
United Kingdom
$1.52M +$1.56M +37,049 New
NMIMC
163
Northwestern Mutual Investment Management Company
Wisconsin
$1.42M -$26.6K -631 -2%
PMEF
164
Point72 Middle East FZE
United Arab Emirates
$1.39M -$86.8K -2,061 -6%
SPIA
165
Steward Partners Investment Advisory
New York
$1.38M +$7.75K +184 +0.6%
FDCDDQ
166
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.37M -$201K -4,779 -13%
CB
167
Commerce Bank
Missouri
$1.36M -$11.4K -270 -0.8%
QCM
168
Quantinno Capital Management
New York
$1.35M +$284K +6,733 +26%
NMERB
169
New Mexico Educational Retirement Board
New Mexico
$1.32M – – –
QPW
170
Quantum Private Wealth
Florida
$1.32M +$1.13M +26,852 +508%
Zurich Cantonal Bank
171
Zurich Cantonal Bank
Switzerland
$1.3M +$239K +5,685 +22%
COPPSERS
172
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.3M -$1.9M -45,226 -59%
ANTB
173
AMG National Trust Bank
Colorado
$1.29M +$1.32M +31,418 New
Fifth Third Bancorp
174
Fifth Third Bancorp
Ohio
$1.28M -$23.6K -560 -2%
PGCM
175
Prescott Group Capital Management
Oklahoma
$1.25M – – –
5 6
7
8 9

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.