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Stifel
SF

Overview Fund Activity

435 hedge funds and large institutions have $7.35B invested in Stifel in 2024 Q2 according to their latest regulatory filings, with 59 funds opening new positions, 137 increasing their positions, 159 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
435
Holders Change
+1
Holders Change %
+0.23%
% of All Funds
6.33%
Holding in Top 10
7
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+133.33%
% of All Funds
0.1%
New
59
Increased
137
Reduced
159
Closed
54
Calls
$24.6M
Puts
$4.96M
Net Calls
+$19.6M
Net Calls Change
+$861K

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$307M
2
AllianceBernstein
AllianceBernstein
Tennessee
+$63.3M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$54.1M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$46.6M
5
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
+$34.9M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$221M
2
Millennium Management
Millennium Management
New York
-$64.4M
3
Invesco
Invesco
Georgia
-$34.9M
4
Macquarie Group
Macquarie Group
Australia
-$30.7M
5
Principal Financial Group
Principal Financial Group
Iowa
-$25M
Name Holding Trade Value Shares
Change 		Shares
Change %
HighTower Advisors
226
HighTower Advisors
Illinois
$673K +$80.2K +948 +14%
Deutsche Bank
227
Deutsche Bank
Germany
$670K -$29.7K -353 -4%
MSRPS
228
Maryland State Retirement & Pension System
Maryland
$654K – – –
BNP Paribas Financial Markets
229
BNP Paribas Financial Markets
France
$653K -$39.1K -465 -6%
CIA
230
Concurrent Investment Advisors
Florida
$629K +$6.56K +78 +1%
HW
231
Hancock Whitney
Mississippi
$623K -$12.9K -153 -2%
CCG
232
Capital CS Group
California
$614K +$614K +7,302 New
FNA
233
First National Advisers
Nebraska
$600K +$53.4K +634 +10%
SIM
234
Studio Investment Management
Illinois
$590K +$3.37K +40 +0.6%
IIM
235
INTECH Investment Management
Florida
$576K +$576K +6,848 New
EI
236
Ethic Inc
New York
$571K -$24.2K -287 -4%
KTA
237
Keeley-Teton Advisors
Illinois
$563K – – –
CIP
238
Cornerstone Investment Partners
Georgia
$562K +$3.37K +40 +0.6%
Corient Private Wealth
239
Corient Private Wealth
Florida
$556K +$59K +701 +12%
MPM
240
Meritage Portfolio Management
Kansas
$539K -$505 -6 -0.1%
Allianz Asset Management
241
Allianz Asset Management
Germany
$529K +$1.01K +12 +0.2%
CGH
242
Crossmark Global Holdings
Texas
$527K -$70.7K -840 -12%
MAP
243
Moody Aldrich Partners
Massachusetts
$515K -$337 -4 -0.1%
Wealth Enhancement Advisory Services
244
Wealth Enhancement Advisory Services
Minnesota
$513K +$89.6K +1,065 +21%
FC
245
FORA Capital
Florida
$507K +$18.1K +215 +4%
NSEDCP
246
NJ State Employees Deferred Compensation Plan
New Jersey
$505K – – –
OC
247
Oppenheimer & Co
New York
$475K -$35.8K -426 -7%
NP
248
NorthRock Partners
Minnesota
$468K +$11.3K +134 +2%
I
249
InceptionR
California
$462K +$462K +5,493 New
COI
250
Connable Office Inc
Michigan
$454K -$21.4K -254 -4%
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