Stifel
512 hedge funds and large institutions have $9.29B invested in Stifel in 2024 Q4 according to their latest regulatory filings, with 94 funds opening new positions, 162 increasing their positions, 175 reducing their positions, and 21 closing their positions.
348% more first-time investments, than exits
New positions opened: 94 | 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: 445 → 512 (+67)
0% more funds holding in top 10
Funds holding in top 10: 8 → 8 (0)
0.34% less ownership
Funds ownership: 85.94% → 85.6% (-0.34%)
6% less capital inflows, than outflows
Capital inflows: $510M | Capital outflows: $543M
7% less repeat investments, than reductions
Existing positions increased: 162 | Existing positions reduced: 175
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 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
| Rank | Fund | Capital Flow |
|---|---|---|
| 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 |
SF Hedge Fund Activity: Q4 2024 in Review
512 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in Stifel (SF) for Q4 2024, worth a combined $9.29B — up 12% from $8.27B a quarter earlier.
Buyers outnumbered sellers: 94 funds opened new SF positions and 21 closed out — a net gain of 73 holders — while 162 added to existing stakes and 175 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $72M. The largest seller was LSV Asset Management, cutting an estimated $76.1M.
- 512 institutional investors held Stifel (SF) as of Q4 2024, up from 445 in Q3 2024.
- Funds reported $9.29B of Stifel stock for Q4 2024, up 12% quarter-over-quarter.
- 94 funds opened new Stifel positions in Q4 2024 and 21 closed out, a net change of +73 holders.
- The largest Stifel buyer in Q4 2024 was Fidelity Investments, an estimated $72M added.
- The largest Stifel seller in Q4 2024 was LSV Asset Management, an estimated $76.1M sold.
Based on aggregated 13F filings for Q4 2024.