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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
BHPW
176
Beverly Hills Private Wealth
California
$1.67M +$604K +11,394 +62%
WCM
177
Wedge Capital Management
North Carolina
$1.66M -$3.97K -75 -0.3%
Pacer Advisors
178
Pacer Advisors
Pennsylvania
$1.62M +$307K +5,797 +25%
Handelsbanken Fonder
179
Handelsbanken Fonder
Sweden
$1.62M +$294K +5,550 +24%
Fifth Third Bancorp
180
Fifth Third Bancorp
Ohio
$1.62M -$33.2K -626 -2%
Citigroup
181
Citigroup
New York
$1.58M +$213K +4,022 +17%
SG Americas Securities
182
SG Americas Securities
New York
$1.54M +$1.46M +27,506 New
Envestnet Portfolio Solutions
183
Envestnet Portfolio Solutions
Illinois
$1.53M +$81.4K +1,536 +6%
FDCDDQ
184
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.51M -$65.2K -1,230 -4%
EAM
185
EFG Asset Management
Oregon
$1.5M +$6.68K +126 +0.5%
PAS
186
Park Avenue Securities
New York
$1.47M +$34.1K +643 +3%
State of Tennessee, Department of Treasury
187
State of Tennessee, Department of Treasury
Tennessee
$1.43M – – –
Zurich Cantonal Bank
188
Zurich Cantonal Bank
Switzerland
$1.42M -$293K -5,523 -18%
CL
189
Choreo LLC
Illinois
$1.38M +$1.31M +24,758 New
MFWP
190
Mosaic Family Wealth Partners
Missouri
$1.34M – – –
TCM
191
Tanaka Capital Management
New York
$1.33M -$7.15K -135 -0.6%
QCM
192
QRG Capital Management
Illinois
$1.31M +$7.47K +141 +0.6%
QPW
193
Quantum Private Wealth
Florida
$1.25M -$518K -9,783 -30%
Creative Planning
194
Creative Planning
Kansas
$1.25M +$106K +2,003 +10%
XT
195
XTX Topco
Cayman Islands
$1.25M +$594K +11,214 +102%
VOYA Investment Management
196
VOYA Investment Management
Georgia
$1.18M +$73.6K +1,389 +7%
BA
197
Bridgewater Associates
Connecticut
$1.18M +$1.11M +20,946 New
OSAM
198
O'Shaughnessy Asset Management
Connecticut
$1.16M +$286K +5,404 +35%
Brown Advisory
199
Brown Advisory
Maryland
$1.12M +$2.12K +40 +0.2%
Pictet Asset Management
200
Pictet Asset Management
Switzerland
$1.11M +$34.1K +643 +3%
6 7
8
9 10

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.