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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
Boston Partners
151
Boston Partners
Massachusetts
$2.29M -$126K -2,370 -5%
HCA
152
Harbor Capital Advisors
Illinois
$2.22M +$1.53M +28,937 +270%
PIP
153
Palisades Investment Partners
California
$2.15M +$2.03M +38,348 New
Squarepoint
154
Squarepoint
New York
$2.15M +$248K +4,674 +14%
AssetMark Inc
155
AssetMark Inc
California
$2.08M +$445K +8,390 +29%
SOMRS
156
State of Michigan Retirement System
Michigan
$2.08M -$31.8K -600 -2%
TD Asset Management
157
TD Asset Management
Ontario, Canada
$2M +$270K +5,100 +17%
CFG
158
Clayton Financial Group
Missouri
$1.96M – – –
Mackenzie Financial
159
Mackenzie Financial
Ontario, Canada
$1.95M +$1.84M +34,764 New
APF
160
Alaska Permanent Fund
Alaska
$1.93M -$819K -15,449 -32%
NMIMC
161
Northwestern Mutual Investment Management Company
Wisconsin
$1.92M +$9.33K +176 +0.5%
SPIA
162
Steward Partners Investment Advisory
New York
$1.92M +$11.6K +218 +0.6%
PNC Financial Services Group
163
PNC Financial Services Group
Pennsylvania
$1.92M -$129K -2,430 -7%
DM
164
Delphi Management
Massachusetts
$1.92M +$14K +264 +0.8%
COPPSERS
165
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.91M +$11.6K +219 +0.6%
ZB
166
Zions Bancorporation
Utah
$1.91M -$56.6K -1,068 -3%
NMERB
167
New Mexico Educational Retirement Board
New Mexico
$1.81M – – –
OPERF
168
Oregon Public Employees Retirement Fund
Oregon
$1.79M -$318K -6,000 -16%
AI
169
Atria Investments
North Carolina
$1.78M +$16.5K +312 +1%
ANTB
170
AMG National Trust Bank
Colorado
$1.78M -$4.93K -93 -0.3%
DB
171
Danske Bank
Denmark
$1.74M -$311K -5,870 -16%
KOCAA
172
Knights of Columbus Asset Advisors
Connecticut
$1.73M -$1.46M -27,638 -47%
CB
173
Commerce Bank
Missouri
$1.73M -$23K -434 -1%
PGCM
174
Prescott Group Capital Management
Oklahoma
$1.71M – – –
GFS
175
GYL Financial Synergies
Connecticut
$1.71M +$1.36M +25,651 +532%
5 6
7
8 9

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.