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SF

Stifel
SF

378 hedge funds and large institutions have $6.01B invested in Stifel in 2023 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 101 increasing their positions, 167 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 1 → 3 (+2)

182% more call options, than puts

Call options by funds: $13.1M | Put options by funds: $4.64M

46% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 41

13% more capital invested

Capital invested by funds: $5.33B → $6.01B (+$682M)

5.34% more ownership

Funds ownership: 122.46% → 127.81% (+5.3%)

4% more funds holding

Funds holding: 365 → 378 (+13)

40% less repeat investments, than reductions

Existing positions increased: 101 | Existing positions reduced: 167

Holders
378
Holders Change
+13
Holders Change %
+3.56%
% of All Funds
5.51%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
60
Increased
101
Reduced
167
Closed
41
Calls
$13.1M
Puts
$4.64M
Net Calls
+$8.42M
Net Calls Change
+$1.11M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$128M
2
Millennium Management
Millennium Management
New York
+$62.2M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$23.3M
4
CCM
Channing Capital Management
Illinois
+$8.44M
5
Norges Bank
Norges Bank
Norway
+$7.14M

Top Sellers

1
AllianceBernstein
AllianceBernstein
Tennessee
-$21M
2
Marshall Wace
Marshall Wace
United Kingdom
-$18.2M
3
Vanguard Group
Vanguard Group
Pennsylvania
-$14.9M
4
Fisher Asset Management
Fisher Asset Management
Washington
-$14.4M
5
BlackRock
BlackRock
New York
-$13.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
NMIMC
151
Northwestern Mutual Investment Management Company
Wisconsin
$1.57M -$29.2K -710 -2%
SPIA
152
Steward Partners Investment Advisory
New York
$1.56M +$8.72K +212 +0.6%
COPPSERS
153
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.56M +$83.6K +2,034 +6%
Zurich Cantonal Bank
154
Zurich Cantonal Bank
Switzerland
$1.55M +$79K +1,921 +6%
DM
155
Delphi Management
Massachusetts
$1.54M +$164K +3,998 +14%
Jane Street
156
Jane Street
New York
$1.5M -$5.25M -127,758 -80%
NMERB
157
New Mexico Educational Retirement Board
New Mexico
$1.49M – – –
CB
158
Commerce Bank
Missouri
$1.48M -$40.6K -987 -3%
QPW
159
Quantum Private Wealth
Florida
$1.48M – – –
ZB
160
Zions Bancorporation
Utah
$1.48M +$342K +8,318 +35%
EF
161
Empowered Funds
Pennsylvania
$1.47M +$505K +12,279 +63%
QCM
162
Quantinno Capital Management
New York
$1.44M -$68.8K -1,674 -5%
ANTB
163
AMG National Trust Bank
Colorado
$1.44M -$10.2K -249 -0.8%
Fifth Third Bancorp
164
Fifth Third Bancorp
Ohio
$1.42M -$25.2K -613 -2%
PGCM
165
Prescott Group Capital Management
Oklahoma
$1.41M – – –
DIA
166
Dana Investment Advisors
Wisconsin
$1.39M -$2.96K -72 -0.2%
TCM
167
Teza Capital Management
Illinois
$1.3M +$796K +19,354 +218%
FDCDDQ
168
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.3M -$212K -5,160 -15%
Envestnet Portfolio Solutions
169
Envestnet Portfolio Solutions
Illinois
$1.19M -$56.1K -1,365 -5%
PAS
170
Park Avenue Securities
New York
$1.18M -$11.2K -272 -1%
Public Sector Pension Investment Board (PSP Investments)
171
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.18M -$1.42M -34,500 -58%
State of Tennessee, Department of Treasury
172
State of Tennessee, Department of Treasury
Tennessee
$1.18M +$1.05M +25,500 New
TRCT
173
Tower Research Capital (TRC)
New York
$1.16M +$460K +11,181 +80%
EAM
174
EFG Asset Management
Oregon
$1.16M -$25.7K -624 -2%
Pathstone Holdings
175
Pathstone Holdings
New Jersey
$1.14M +$1.02M +24,822 New
5 6
7
8 9

SF Hedge Fund Activity: Q4 2023 in Review

378 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Stifel (SF) for Q4 2023, worth a combined $6.01B — up 13% from $5.33B a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new SF positions and 41 closed out — a net gain of 19 holders — while 101 added to existing stakes and 167 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $128M. The largest seller was AllianceBernstein, cutting an estimated $21M.

  • 378 institutional investors held Stifel (SF) as of Q4 2023, up from 365 in Q3 2023.
  • Funds reported $6.01B of Stifel stock for Q4 2023, up 13% quarter-over-quarter.
  • 60 funds opened new Stifel positions in Q4 2023 and 41 closed out, a net change of +19 holders.
  • The largest Stifel buyer in Q4 2023 was Morgan Stanley, an estimated $128M added.
  • The largest Stifel seller in Q4 2023 was AllianceBernstein, an estimated $21M sold.

Based on aggregated 13F filings for Q4 2023.