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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
Two Sigma Advisers
176
Two Sigma Advisers
New York
$1.14M +$446K +10,857 +79%
TCM
177
Tributary Capital Management
Nebraska
$1.11M +$18.7K +454 +2%
MFWP
178
Mosaic Family Wealth Partners
Missouri
$1.1M – – –
QCM
179
QRG Capital Management
Illinois
$1.08M +$188K +4,565 +24%
Handelsbanken Fonder
180
Handelsbanken Fonder
Sweden
$1.07M – – –
Pacer Advisors
181
Pacer Advisors
Pennsylvania
$1.06M +$405K +9,837 +75%
Russell Investments Group
182
Russell Investments Group
United Kingdom
$1.03M -$153K -3,730 -14%
VPIM
183
Vanguard Personalized Indexing Management
California
$982K -$221K -5,376 -20%
Citigroup
184
Citigroup
New York
$897K -$223K -5,413 -22%
Brown Advisory
185
Brown Advisory
Maryland
$897K +$5.3K +129 +0.7%
FHB
186
First Hawaiian Bank
Hawaii
$896K -$29.9K -726 -4%
PFBT
187
Parkside Financial Bank & Trust
Missouri
$895K +$1.32K +32 +0.2%
PAM
188
Panagora Asset Management
Massachusetts
$893K -$6.25M -151,972 -89%
BRWA
189
B. Riley Wealth Advisors
Florida
$890K -$62.7K -1,524 -7%
TCM
190
Tanaka Capital Management
New York
$882K -$2.75K -67 -0.3%
BA
191
Bridgewater Associates
Connecticut
$879K -$1.52M -37,003 -66%
Pictet Asset Management
192
Pictet Asset Management
Switzerland
$865K – – –
EGM
193
Engineers Gate Manager
New York
$854K -$276K -6,723 -27%
X
194
Xponance
Pennsylvania
$853K -$16.3K -397 -2%
AssetMark Inc
195
AssetMark Inc
California
$842K +$175K +4,266 +30%
Public Employees Retirement Association of Colorado
196
Public Employees Retirement Association of Colorado
Colorado
$835K -$14.7K -357 -2%
SM
197
Sciencast Management
New Jersey
$830K +$741K +18,012 New
GCM
198
Gator Capital Management
Florida
$830K +$740K +18,000 New
Neuberger Berman Group
199
Neuberger Berman Group
New York
$817K +$79.2K +1,927 +12%
CCM
200
Coldstream Capital Management
Washington
$807K +$91.7K +2,229 +15%
6 7
8
9 10

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.