Stifel
369 hedge funds and large institutions have $5.15B invested in Stifel in 2023 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 119 increasing their positions, 146 reducing their positions, and 37 closing their positions.
592% more call options, than puts
Call options by funds: $8.62M | Put options by funds: $1.25M
8% more first-time investments, than exits
New positions opened: 40 | Existing positions closed: 37
1% more funds holding
Funds holding: 366 → 369 (+3)
0% less capital invested
Capital invested by funds: $5.17B → $5.15B (-$15.6M)
0.68% less ownership
Funds ownership: 122.82% → 122.14% (-0.68%)
18% less repeat investments, than reductions
Existing positions increased: 119 | Existing positions reduced: 146
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LSV Asset Management
Chicago,
Illinois
|
+$116M |
| 2 |
Balyasny Asset Management
Chicago,
Illinois
|
+$42.5M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$29.8M |
| 4 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$18M |
| 5 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
+$16.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$51.4M |
| 2 |
Marshall Wace
London,
United Kingdom
|
-$50.1M |
| 3 |
Morgan Stanley
New York
|
-$41.9M |
| 4 |
Goldman Sachs
New York
|
-$33.4M |
| 5 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
-$30.1M |
SF Hedge Fund Activity: Q2 2023 in Review
369 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Stifel (SF) for Q2 2023, worth a combined $5.15B — down 0.3% from $5.17B a quarter earlier.
Buyers outnumbered sellers: 40 funds opened new SF positions and 37 closed out — a net gain of 3 holders — while 119 added to existing stakes and 146 trimmed.
The largest buyer was LSV Asset Management, adding an estimated $116M. The largest seller was BlackRock, cutting an estimated $51.4M.
- 369 institutional investors held Stifel (SF) as of Q2 2023, up from 366 in Q1 2023.
- Funds reported $5.15B of Stifel stock for Q2 2023, down 0.3% quarter-over-quarter.
- 40 funds opened new Stifel positions in Q2 2023 and 37 closed out, a net change of +3 holders.
- The largest Stifel buyer in Q2 2023 was LSV Asset Management, an estimated $116M added.
- The largest Stifel seller in Q2 2023 was BlackRock, an estimated $51.4M sold.
Based on aggregated 13F filings for Q2 2023.