369 hedge funds and large institutions have $5.15B invested in Stifel in 2023 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 119 increasing their positions, 146 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
369
Holders Change
+3
Holders Change %
+0.82%
% of All Funds
5.82%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
40
Increased
119
Reduced
146
Closed
37
Calls
$8.62M
Puts
$1.25M
Net Calls
+$7.38M
Net Calls Change
-$294K
Name Holding Trade Value Shares
Change
Shares
Change %
OTL
226
Oak Thistle LLC
New York
$528K +$528K +8,848 New
AIM
227
Aigen Investment Management
New York
$516K +$516K +8,649 New
PFO
228
Pathstone Family Office
New Jersey
$515K -$2.21K -37 -0.4%
Northwestern Mutual Wealth Management
229
Northwestern Mutual Wealth Management
Wisconsin
$506K +$245K +4,109 +94%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
230
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$504K -$549K -9,196 -52%
CGH
231
Crossmark Global Holdings
Texas
$490K -$10.3K -163 -2%
HighTower Advisors
232
HighTower Advisors
Illinois
$466K +$112K +1,872 +32%
MSRPS
233
Maryland State Retirement & Pension System
Maryland
$464K
MM
234
MQS Management
New York
$461K +$461K +7,721 New
PTC
235
Petrus Trust Company
Texas
$460K +$460K +7,701 New
SIM
236
Studio Investment Management
Illinois
$454K +$34K +569 +8%
HIM
237
Hillsdale Investment Management
Ontario, Canada
$453K +$453K +7,600 New
P
238
Pitcairn
Pennsylvania
$445K -$18.3K -306 -4%
SAM
239
Shell Asset Management
Netherlands
$442K -$2.5K -42 -0.6%
PRC
240
Pearl River Capital
Michigan
$437K +$437K +7,328 New
MC
241
Maverick Capital
Texas
$436K -$23K -386 -5%
QT
242
Quantamental Technologies
New York
$418K +$37.1K +621 +10%
VRS
243
Virginia Retirement Systems
Virginia
$418K -$448K -7,500 -52%
Rockefeller Capital Management
244
Rockefeller Capital Management
New York
$406K +$126K +2,118 +45%
CIP
245
Cornerstone Investment Partners
Georgia
$394K +$1.97K +33 +0.5%
Neuberger Berman Group
246
Neuberger Berman Group
New York
$392K +$167K +2,792 +74%
OC
247
Oppenheimer & Co
New York
$390K -$12.1K -202 -3%
MAP
248
Moody Aldrich Partners
Massachusetts
$377K -$18.9K -316 -5%
ProShare Advisors
249
ProShare Advisors
Maryland
$370K -$4K -67 -1%
OSAM
250
O'Shaughnessy Asset Management
Connecticut
$367K -$12.2K -205 -3%