362 hedge funds and large institutions have $5.03B invested in Stifel in 2022 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 113 increasing their positions, 137 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
362
Holders Change
+27
Holders Change %
+8.06%
% of All Funds
5.84%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
59
Increased
113
Reduced
137
Closed
30
Calls
$7.98M
Puts
$705K
Net Calls
+$7.27M
Net Calls Change
+$11.1M
Name Holding Trade Value Shares
Change
Shares
Change %
IIC
226
Integrated Investment Consultants
Michigan
$345K -$3.15K -54 -0.9%
HWMA
227
Heritage Wealth Management (Arizona)
Arizona
$338K +$186K +3,192 +123%
COI
228
Connable Office Inc
Michigan
$329K
TRCT
229
Tower Research Capital (TRC)
New York
$328K -$239K -4,105 -42%
SCM
230
Shelton Capital Management
Colorado
$324K
URS
231
Utah Retirement Systems
Utah
$321K
KNFPWM
232
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$315K +$315K +5,403 New
BC
233
Bridgefront Capital
Texas
$314K +$314K +5,377 New
FRM
234
Fox Run Management
Connecticut
$306K -$291K -4,987 -49%
VWA
235
Visionary Wealth Advisors
Illinois
$296K -$9.68K -166 -3%
MC
236
Maverick Capital
Texas
$294K +$294K +5,042 New
CP
237
Covenant Partners
Tennessee
$294K
HighTower Advisors
238
HighTower Advisors
Illinois
$290K -$5.65K -97 -2%
YMRC
239
Yorktown Management & Research Company
Virginia
$286K -$304K -5,200 -51%
ACM
240
Aquatic Capital Management
Illinois
$286K -$99.2K -1,700 -26%
ONB
241
Old National Bancorp
Indiana
$285K -$55.8K -955 -16%
AT
242
American Trust
Kentucky
$284K -$16.9K -289 -6%
PWM
243
Perigon Wealth Management
California
$275K +$275K +4,709 New
Northwestern Mutual Wealth Management
244
Northwestern Mutual Wealth Management
Wisconsin
$267K +$13.8K +236 +5%
RCM
245
Radnor Capital Management
Pennsylvania
$266K +$606 +10 +0.2%
CAPTRUST Financial Advisors
246
CAPTRUST Financial Advisors
North Carolina
$264K -$24K -411 -8%
PA
247
Profund Advisors
Maryland
$264K +$27.1K +464 +11%
CC
248
Centiva Capital
New York
$262K +$262K +4,485 New
RGC
249
Roberts, Glore & Co
Illinois
$256K -$4.96K -85 -2%
V
250
Veritable
Delaware
$255K +$255K +4,370 New