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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
AA
201
AlphaQ Advisors
Florida
$761K -$81.4K -1,979 -11%
AG
202
AIA Group
Hong Kong
$726K +$388K +9,433 +149%
Mercer Global Advisors
203
Mercer Global Advisors
Colorado
$695K +$48.7K +1,184 +9%
JC
204
JBF Capital
Colorado
$692K – – –
SMC
205
Smith, Moore & Co
Missouri
$681K -$25.2K -612 -4%
MGIA
206
Moneta Group Investment Advisors
Missouri
$672K +$4.44K +108 +0.7%
QC
207
Quadrature Capital
United Kingdom
$649K +$579K +14,076 New
CAM
208
Cresset Asset Management
Illinois
$623K +$14.8K +359 +3%
LAM
209
LECAP Asset Management
United Kingdom
$607K +$541K +13,167 New
SAM
210
Securian Asset Management
Minnesota
$595K -$14.7K -358 -3%
SCA
211
Snowden Capital Advisors
New York
$580K +$9.83K +239 +2%
DA
212
Detalus Advisors
Missouri
$574K – – –
Deutsche Bank
213
Deutsche Bank
Germany
$553K +$24.4K +593 +5%
VI
214
Vestcor Inc
New Brunswick, Canada
$547K – – –
MSRPS
215
Maryland State Retirement & Pension System
Maryland
$537K – – –
Creative Planning
216
Creative Planning
Kansas
$537K +$116K +2,829 +32%
OSAM
217
O'Shaughnessy Asset Management
Connecticut
$524K -$9.75K -237 -2%
P
218
Pitcairn
Pennsylvania
$508K -$10.9K -264 -2%
CIA
219
Concurrent Investment Advisors
Florida
$504K +$450K +10,935 New
I
220
InceptionR
California
$498K -$151K -3,662 -25%
A
221
AlphaQuest
New York
$496K +$442K +10,755 New
CGH
222
Crossmark Global Holdings
Texas
$495K -$8.51K -207 -2%
BNP Paribas Financial Markets
223
BNP Paribas Financial Markets
France
$487K +$29K +706 +7%
MPM
224
Meritage Portfolio Management
Kansas
$469K +$136K +3,311 +48%
HSBC Holdings
225
HSBC Holdings
United Kingdom
$466K -$1.9M -46,092 -82%
7 8
9
10 11

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.