SF icon

Stifel
SF

Overview Fund Activity

346 hedge funds and large institutions have $6.17B invested in Stifel in 2021 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 122 increasing their positions, 119 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
346
Holders Change
+19
Holders Change %
+5.81%
% of All Funds
5.34%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.11%
New
58
Increased
122
Reduced
119
Closed
33
Calls
$12.8M
Puts
$1.56M
Net Calls
+$11.2M
Net Calls Change
-$4.23M

Top Buyers

1
BlackRock
BlackRock
New York
$891M
2
Millennium Management
Millennium Management
New York
$186M
3
Point72 Asset Management
Point72 Asset Management
Connecticut
$26.6M
4
Holocene Advisors
Holocene Advisors
New York
$16.1M
5
Vanguard Group
Vanguard Group
Pennsylvania
$684M

Top Sellers

1
Wells Fargo
Wells Fargo
California
$26.1M
2
AllianceBernstein
AllianceBernstein
Tennessee
$274M
3
Prudential Financial
Prudential Financial
New Jersey
$35.8M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
$12.8M
5
Macquarie Group
Macquarie Group
Australia
$310M
Name Holding Trade Value Shares
Change 		Shares
Change %
IIC
226
Integrated Investment Consultants
Michigan
$416K -$352 -5 -0.1%
QCM
227
Quantinno Capital Management
New York
$401K -$230K -3,264 -36%
SCM
228
Shelton Capital Management
Colorado
$391K -$13.4K -190 -3%
FMBTD
229
First Midwest Bank Trust Division
Illinois
$391K – – –
KNFPWM
230
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$380K +$380K +5,403 New
URS
231
Utah Retirement Systems
Utah
$380K +$7.04K +100 +2%
PA
232
Profund Advisors
Maryland
$378K -$15.2K -215 -4%
BRWA
233
B. Riley Wealth Advisors
Florida
$355K +$27.2K +386 +8%
CP
234
Covenant Partners
Tennessee
$354K – – –
FCH
235
Freestone Capital Holdings
Washington
$352K +$352K +5,000 New
DT
236
Diversified Trust
Tennessee
$340K +$340K +4,835 New
Jane Street
237
Jane Street
New York
$330K -$61.4K -872 -16%
FB
238
Fulton Bank
Pennsylvania
$319K +$7.67K +109 +2%
Arrowstreet Capital
239
Arrowstreet Capital
Massachusetts
$311K -$521K -7,390 -63%
OLA
240
Oliver Luxxe Assets
New Jersey
$309K +$13.7K +195 +5%
CIBC Asset Management
241
CIBC Asset Management
Ontario, Canada
$304K -$70 -1 -0%
RCM
242
Radnor Capital Management
Pennsylvania
$300K +$300K +4,267 New
SWP
243
Stratos Wealth Partners
Ohio
$299K +$18.8K +267 +7%
Nisa Investment Advisors
244
Nisa Investment Advisors
Missouri
$292K -$127K -1,690 -30%
FAM
245
Formidable Asset Management
Ohio
$289K – – –
CM
246
Capital Management
Virginia
$282K – – –
RWP
247
RWA Wealth Partners
Massachusetts
$274K – – –
OAM
248
Origin Asset Management
United Kingdom
$273K +$273K +3,889 New
Janney Montgomery Scott
249
Janney Montgomery Scott
Pennsylvania
$267K +$267K +3,796 New
VPIM
250
Vanguard Personalized Indexing Management
California
$261K -$120K -1,698 -31%
8 9
10
11 12