Stifel
436 hedge funds and large institutions have $7.35B invested in Stifel in 2024 Q2 according to their latest regulatory filings, with 60 funds opening new positions, 137 increasing their positions, 159 reducing their positions, and 54 closing their positions.
395% more call options, than puts
Call options by funds: $24.6M | Put options by funds: $4.96M
133% more funds holding in top 10
Funds holding in top 10: 3 → 7 (+4)
11% more first-time investments, than exits
New positions opened: 60 | Existing positions closed: 54
10% more capital invested
Capital invested by funds: $6.67B → $7.35B (+$674M)
3.24% more ownership
Funds ownership: 124.61% → 127.85% (+3.2%)
0% more funds holding
Funds holding: 434 → 436 (+2)
14% less repeat investments, than reductions
Existing positions increased: 137 | Existing positions reduced: 159
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$290M |
| 2 |
AllianceBernstein
Nashville,
Tennessee
|
+$59.8M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
+$51.1M |
| 4 |
Balyasny Asset Management
Chicago,
Illinois
|
+$44.1M |
| 5 |
T. Rowe Price Investment Management
Baltimore,
Maryland
|
+$33M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
-$208M |
| 2 |
Millennium Management
New York
|
-$60.8M |
| 3 |
Invesco
Atlanta,
Georgia
|
-$32.9M |
| 4 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
-$29M |
| 5 |
Principal Financial Group
Des Moines,
Iowa
|
-$23.6M |
SF Hedge Fund Activity: Q2 2024 in Review
436 of the 6,935 institutional investors tracked by Wall St. Rank reported a position in Stifel (SF) for Q2 2024, worth a combined $7.35B — up 10% from $6.67B a quarter earlier.
Buyers outnumbered sellers: 60 funds opened new SF positions and 54 closed out — a net gain of 6 holders — while 137 added to existing stakes and 159 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $290M. The largest seller was Capital Research Global Investors, cutting an estimated $208M.
- 436 institutional investors held Stifel (SF) as of Q2 2024, up from 434 in Q1 2024.
- Funds reported $7.35B of Stifel stock for Q2 2024, up 10% quarter-over-quarter.
- 60 funds opened new Stifel positions in Q2 2024 and 54 closed out, a net change of +6 holders.
- The largest Stifel buyer in Q2 2024 was Fidelity Investments, an estimated $290M added.
- The largest Stifel seller in Q2 2024 was Capital Research Global Investors, an estimated $208M sold.
Based on aggregated 13F filings for Q2 2024.