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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
DIA
176
Dana Investment Advisors
Wisconsin
$1.23M -$331K -7,851 -21%
DM
177
Delphi Management
Massachusetts
$1.2M -$104K -2,459 -8%
VanEck Associates
178
VanEck Associates
New York
$1.19M +$367K +8,720 +43%
KWA
179
KCS Wealth Advisory
California
$1.18M -$247K -5,866 -17%
Envestnet Portfolio Solutions
180
Envestnet Portfolio Solutions
Illinois
$1.11M +$1.14M +27,182 New
Voloridge Investment Management
181
Voloridge Investment Management
Florida
$1.1M -$1.67M -39,747 -60%
VPIM
182
Vanguard Personalized Indexing Management
California
$1.09M +$55.3K +1,312 +5%
Russell Investments Group
183
Russell Investments Group
United Kingdom
$1.07M +$430K +10,218 +65%
PAS
184
Park Avenue Securities
New York
$1.06M +$1.85K +44 +0.2%
EAM
185
EFG Asset Management
Oregon
$1.05M -$87K -2,065 -7%
EGM
186
Engineers Gate Manager
New York
$1.03M +$282K +6,702 +36%
National Bank of Canada
187
National Bank of Canada
Quebec, Canada
$1.02M +$1.11M +26,403 New
Citigroup
188
Citigroup
New York
$1.02M +$246K +5,838 +31%
MFWP
189
Mosaic Family Wealth Partners
Missouri
$981K – – –
ZB
190
Zions Bancorporation
Utah
$972K +$86.6K +2,056 +9%
TCM
191
Tributary Capital Management
Nebraska
$965K +$289K +6,857 +41%
Handelsbanken Fonder
192
Handelsbanken Fonder
Sweden
$954K – – –
CCM
193
Cinctive Capital Management
New York
$922K +$948K +22,500 New
BRWA
194
B. Riley Wealth Advisors
Florida
$853K +$877K +20,822 New
FHB
195
First Hawaiian Bank
Hawaii
$826K -$22.7K -540 -3%
EF
196
Empowered Funds
Pennsylvania
$803K +$826K +19,611 New
PFBT
197
Parkside Financial Bank & Trust
Missouri
$794K -$375K -8,897 -31%
Brown Advisory
198
Brown Advisory
Maryland
$792K +$9.94K +236 +1%
PFO
199
Pathstone Family Office
New Jersey
$791K +$268K +6,357 +49%
TCM
200
Tanaka Capital Management
New York
$786K – – –
6 7
8
9 10

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.