Stifel
435 hedge funds and large institutions have $6.67B invested in Stifel in 2024 Q1 according to their latest regulatory filings, with 91 funds opening new positions, 140 increasing their positions, 136 reducing their positions, and 32 closing their positions.
421% more call options, than puts
Call options by funds: $23.2M | Put options by funds: $4.46M
184% more first-time investments, than exits
New positions opened: 91 | Existing positions closed: 32
15% more funds holding
Funds holding: 378 → 435 (+57)
11% more capital invested
Capital invested by funds: $6.01B → $6.67B (+$663M)
3% more repeat investments, than reductions
Existing positions increased: 140 | Existing positions reduced: 136
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
3.19% less ownership
Funds ownership: 127.81% → 124.61% (-3.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Marshall Wace
London,
United Kingdom
|
+$54.4M |
| 2 |
T. Rowe Price Investment Management
Baltimore,
Maryland
|
+$51.9M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$33.1M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$28.9M |
| 5 |
Invesco
Atlanta,
Georgia
|
+$19.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$189M |
| 2 |
Millennium Management
New York
|
-$96.7M |
| 3 |
Victory Capital Management
San Antonio,
Texas
|
-$41.5M |
| 4 |
First Trust Advisors
Wheaton,
Illinois
|
-$27.3M |
| 5 |
Goldman Sachs
New York
|
-$21.9M |
SF Hedge Fund Activity: Q1 2024 in Review
435 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Stifel (SF) for Q1 2024, worth a combined $6.67B — up 11% from $6.01B a quarter earlier.
Buyers outnumbered sellers: 91 funds opened new SF positions and 32 closed out — a net gain of 59 holders — while 140 added to existing stakes and 136 trimmed.
The largest buyer was Marshall Wace, opening a new position worth an estimated $54.4M. The largest seller was Morgan Stanley, cutting an estimated $189M.
- 435 institutional investors held Stifel (SF) as of Q1 2024, up from 378 in Q4 2023.
- Funds reported $6.67B of Stifel stock for Q1 2024, up 11% quarter-over-quarter.
- 91 funds opened new Stifel positions in Q1 2024 and 32 closed out, a net change of +59 holders.
- The largest Stifel buyer in Q1 2024 was Marshall Wace, an estimated $54.4M added.
- The largest Stifel seller in Q1 2024 was Morgan Stanley, an estimated $189M sold.
Based on aggregated 13F filings for Q1 2024.