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SF

Stifel
SF

365 hedge funds and large institutions have $5.33B invested in Stifel in 2023 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 129 increasing their positions, 130 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

223% more call options, than puts

Call options by funds: $10.6M | Put options by funds: $3.29M

3% more capital invested

Capital invested by funds: $5.15B → $5.33B (+$174M)

2% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 45

0.32% more ownership

Funds ownership: 122.14% → 122.46% (+0.32%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

1% less repeat investments, than reductions

Existing positions increased: 129 | Existing positions reduced: 130

1% less funds holding

Funds holding: 369 → 365 (-4)

Holders
365
Holders Change
-4
Holders Change %
-1.08%
% of All Funds
5.79%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
46
Increased
129
Reduced
130
Closed
45
Calls
$10.6M
Puts
$3.29M
Net Calls
+$7.31M
Net Calls Change
-$64K

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$91.5M
2
Morgan Stanley
Morgan Stanley
New York
+$33.5M
3
Principal Financial Group
Principal Financial Group
Iowa
+$32.7M
4
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
+$29.4M
5
Goldman Sachs
Goldman Sachs
New York
+$25.8M

Top Sellers

1
BlackRock
BlackRock
New York
-$48.7M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$43.3M
3
Marshall Wace
Marshall Wace
United Kingdom
-$37.4M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$18.3M
5
ACL
Azora Capital LP
Florida
-$15.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$634M -$10.6M -251,674 -2%
BlackRock
2
BlackRock
New York
$567M -$48.7M -1,156,200 -8%
Capital Research Global Investors
3
Capital Research Global Investors
California
$374M +$138K +3,268 +0%
Morgan Stanley
4
Morgan Stanley
New York
$186M +$33.5M +795,780 +21%
State Street
5
State Street
Massachusetts
$186M +$2.26M +53,656 +1%
EARNEST Partners
6
EARNEST Partners
Georgia
$172M +$518K +12,297 +0.3%
AllianceBernstein
7
AllianceBernstein
Tennessee
$160M -$5.65M -134,178 -3%
Stifel Financial
8
Stifel Financial
Missouri
$145M -$4.46M -105,843 -3%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$136M +$91.5M +2,172,102 +187%
Macquarie Group
10
Macquarie Group
Australia
$136M -$6.16M -146,175 -4%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$130M +$9.06M +214,998 +7%
LSV Asset Management
12
LSV Asset Management
Illinois
$118M -$3.56M -84,600 -3%
Fuller & Thaler Asset Management
13
Fuller & Thaler Asset Management
California
$102M -$391K -9,291 -0.4%
Fisher Asset Management
14
Fisher Asset Management
Washington
$101M -$2.96M -70,242 -3%
Millennium Management
15
Millennium Management
New York
$99.3M -$484K -11,499 -0.5%
SAM
16
Silvercrest Asset Management
New York
$96.1M -$3.62M -86,028 -4%
Geode Capital Management
17
Geode Capital Management
Massachusetts
$95.8M +$1.19M +28,251 +1%
GKIM
18
GW&K Investment Management
Massachusetts
$86M -$1.1M -26,076 -1%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$74M -$3.37M -80,023 -4%
Charles Schwab
20
Charles Schwab
California
$73.8M +$2.44M +57,862 +3%
Principal Financial Group
21
Principal Financial Group
Iowa
$72.7M +$32.7M +777,245 +78%
Norges Bank
22
Norges Bank
Norway
$67.9M +$793K +18,839 +1%
Goldman Sachs
23
Goldman Sachs
New York
$66.7M +$25.8M +613,226 +60%
Northern Trust
24
Northern Trust
Illinois
$63.7M -$1.21M -28,629 -2%
CCM
25
Channing Capital Management
Illinois
$61M +$2.96M +70,353 +5%
1
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SF Hedge Fund Activity: Q3 2023 in Review

365 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Stifel (SF) for Q3 2023, worth a combined $5.33B — up 3.4% from $5.15B a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new SF positions and 45 closed out — a net gain of 1 holder — while 129 added to existing stakes and 130 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $91.5M. The largest seller was BlackRock, cutting an estimated $48.7M.

  • 365 institutional investors held Stifel (SF) as of Q3 2023, down from 369 in Q2 2023.
  • Funds reported $5.33B of Stifel stock for Q3 2023, up 3.4% quarter-over-quarter.
  • 46 funds opened new Stifel positions in Q3 2023 and 45 closed out, a net change of +1 holder.
  • The largest Stifel buyer in Q3 2023 was Fidelity Investments, an estimated $91.5M added.
  • The largest Stifel seller in Q3 2023 was BlackRock, an estimated $48.7M sold.

Based on aggregated 13F filings for Q3 2023.