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SF
Stifel
509 hedge funds and large institutions have $9.29B invested in Stifel in 2024 Q4 according to their latest regulatory filings, with 93 funds opening new positions, 162 increasing their positions, 173 reducing their positions, and 21 closing their positions.
New
Increased
Maintained
Reduced
Closed
343% more first-time investments, than exits
New positions opened: 93 | Existing positions closed: 21
151% more call options, than puts
Call options by funds: $26.4M | Put options by funds: $10.5M
15% more funds holding
Funds holding: 443 → 509 (+66)
12% more capital invested
Capital invested by funds: $8.27B → $9.29B (+$1.02B)
0% more funds holding in top 10
Funds holding in top 10: 8 → 8 (0)
0.5% less ownership
Funds ownership: 128.9% → 128.4% (-0.5%)
6% less repeat investments, than reductions
Existing positions increased: 162 | Existing positions reduced: 173
Holders
509
Holders Change
+66
Holders Change %
+14.9%
% of All Funds
6.7%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
93
Increased
162
Reduced
173
Closed
21
Calls
$26.4M
Puts
$10.5M
Net Calls
+$15.9M
Net Calls Change
-$3.35M
Top Buyers
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$72M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
+$67.5M |
| 3 |
Walleye Capital
New York
|
+$21.1M |
| 4 |
Invesco
Atlanta,
Georgia
|
+$20M |
| 5 |
Morgan Stanley
New York
|
+$19.7M |
Top Sellers
| 1 |
LSV Asset Management
Chicago,
Illinois
|
-$76.1M |
| 2 |
Fuller & Thaler Asset Management
San Mateo,
California
|
-$49.7M |
| 3 |
Dimensional Fund Advisors
Austin,
Texas
|
-$34.7M |
| 4 |
AllianceBernstein
Nashville,
Tennessee
|
-$34.5M |
| 5 |
Marshall Wace
London,
United Kingdom
|
-$33.3M |
