Stifel
365 hedge funds and large institutions have $5.17B invested in Stifel in 2023 Q1 according to their latest regulatory filings, with 58 funds opening new positions, 138 increasing their positions, 122 reducing their positions, and 44 closing their positions.
208% more call options, than puts
Call options by funds: $11.4M | Put options by funds: $3.69M
32% more first-time investments, than exits
New positions opened: 58 | Existing positions closed: 44
13% more repeat investments, than reductions
Existing positions increased: 138 | Existing positions reduced: 122
1% more funds holding
Funds holding: 360 → 365 (+5)
1.29% more ownership
Funds ownership: 121.53% → 122.82% (+1.3%)
3% more capital invested
Capital invested by funds: $5.03B → $5.17B (+$143M)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fuller & Thaler Asset Management
San Mateo,
California
|
+$64.3M |
| 2 |
GKIM
GW&K Investment Management
Boston,
Massachusetts
|
+$27.9M |
| 3 |
ACL
Azora Capital LP
Miami,
Florida
|
+$27.8M |
| 4 |
SAM
Silvercrest Asset Management
New York
|
+$24.9M |
| 5 |
Diamond Hill Capital Management
Columbus,
Ohio
|
+$18.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$69.9M |
| 2 |
Millennium Management
New York
|
-$56.7M |
| 3 |
AllianceBernstein
Nashville,
Tennessee
|
-$40.6M |
| 4 |
SCA
Southpoint Capital Advisors
New York
|
-$35M |
| 5 |
Assenagon Asset Management
Senningerberg,
Luxembourg
|
-$34.6M |
SF Hedge Fund Activity: Q1 2023 in Review
365 of the 6,283 institutional investors tracked by Wall St. Rank reported a position in Stifel (SF) for Q1 2023, worth a combined $5.17B — up 2.9% from $5.03B a quarter earlier.
Buyers outnumbered sellers: 58 funds opened new SF positions and 44 closed out — a net gain of 14 holders — while 138 added to existing stakes and 122 trimmed.
The largest buyer was Fuller & Thaler Asset Management, adding an estimated $64.3M. The largest seller was Goldman Sachs, cutting an estimated $69.9M.
- 365 institutional investors held Stifel (SF) as of Q1 2023, up from 360 in Q4 2022.
- Funds reported $5.17B of Stifel stock for Q1 2023, up 2.9% quarter-over-quarter.
- 58 funds opened new Stifel positions in Q1 2023 and 44 closed out, a net change of +14 holders.
- The largest Stifel buyer in Q1 2023 was Fuller & Thaler Asset Management, an estimated $64.3M added.
- The largest Stifel seller in Q1 2023 was Goldman Sachs, an estimated $69.9M sold.
Based on aggregated 13F filings for Q1 2023.