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Stifel
SF

Overview Fund Activity

335 hedge funds and large institutions have $4.64B invested in Stifel in 2022 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 128 increasing their positions, 130 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
335
Holders Change
-17
Holders Change %
-4.83%
% of All Funds
5.79%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
29
Increased
128
Reduced
130
Closed
41
Calls
$4.52M
Puts
$8.37M
Net Calls
-$3.86M
Net Calls Change
+$1.16M

Top Buyers

1
EVM
1
Eaton Vance Management
Massachusetts
$120M
2
AllianceBernstein
2
AllianceBernstein
Tennessee
$196M
3
Goldman Sachs
3
Goldman Sachs
New York
$104M
4
Citadel Advisors
4
Citadel Advisors
Florida
$27M
5
SSA
5
Schonfeld Strategic Advisors
New York
$24.1M

Top Sellers

1
BlackRock
1
BlackRock
New York
$561M
2
Assenagon Asset Management
2
Assenagon Asset Management
Luxembourg
$9.11M
3
Holocene Advisors
3
Holocene Advisors
New York
$8.32M
4
Prudential Financial
4
Prudential Financial
New Jersey
$7.02M
5
Point72 Asset Management
5
Point72 Asset Management
Connecticut
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
VWA
226
Visionary Wealth Advisors
Illinois
$272K -$3.12K -60 -1%
VPIM
227
Vanguard Personalized Indexing Management
California
$270K -$66.6K -1,282 -20%
AT
228
American Trust
Kentucky
$268K +$54.4K +1,046 +25%
HighTower Advisors
229
HighTower Advisors
Illinois
$264K -$23.5K -452 -8%
BAM
230
Belpointe Asset Management
Nevada
$262K +$262K +5,042 New
CP
231
Covenant Partners
Tennessee
$261K – – –
PTC
232
Petrus Trust Company
Texas
$259K +$259K +4,982 New
CAPTRUST Financial Advisors
233
CAPTRUST Financial Advisors
North Carolina
$256K +$40.8K +787 +19%
Acadian Asset Management
234
Acadian Asset Management
Massachusetts
$241K -$8.45M -163,476 -97%
PI
235
PEAK6 Investments
Illinois
$236K +$236K +4,539 New
RGC
236
Roberts, Glore & Co
Illinois
$232K – – –
RCM
237
Radnor Capital Management
Pennsylvania
$227K – – –
Northwestern Mutual Wealth Management
238
Northwestern Mutual Wealth Management
Wisconsin
$226K -$9.43K -181 -4%
WMSA
239
Weiss Multi-Strategy Advisers
New York
$223K +$223K +4,298 New
WG
240
Winton Group
United Kingdom
$222K +$222K +4,280 New
Nisa Investment Advisors
241
Nisa Investment Advisors
Missouri
$218K +$4.39K +80 +2%
BAM
242
Blueshift Asset Management
New Jersey
$217K -$261K -5,021 -55%
PP
243
PDT Partners
New York
$217K -$259K -4,985 -54%
PA
244
PFG Advisors
Arizona
$217K – – –
FB
245
Fulton Bank
Pennsylvania
$213K +$7.65K +147 +4%
PA
246
Profund Advisors
Maryland
$211K -$1.71K -33 -0.8%
CIBC Asset Management
247
CIBC Asset Management
Ontario, Canada
$209K – – –
CM
248
Capital Management
Virginia
$208K – – –
FCH
249
Freestone Capital Holdings
Washington
$208K – – –
SWP
250
Stratos Wealth Partners
Ohio
$207K -$11.8K -228 -5%
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