441 hedge funds and large institutions have $8.15B invested in Stifel in 2024 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 155 increasing their positions, 164 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
441
Holders Change
+6
Holders Change %
+1.38%
% of All Funds
6.38%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.12%
New
45
Increased
155
Reduced
164
Closed
38
Calls
$24.5M
Puts
$5.22M
Net Calls
+$19.2M
Net Calls Change
-$351K
Name Holding Trade Value Shares
Change
Shares
Change %
KOCAA
226
Knights of Columbus Asset Advisors
Connecticut
$694K -$1.24M -13,212 -64%
BRWA
227
B. Riley Wealth Advisors
Florida
$690K -$503K -5,356 -42%
FNA
228
First National Advisers
Nebraska
$689K +$19.9K +212 +3%
CGH
229
Crossmark Global Holdings
Texas
$664K +$75.4K +803 +13%
MPM
230
Meritage Portfolio Management
Kansas
$658K +$56K +596 +9%
P
231
Pitcairn
Pennsylvania
$658K -$96.6K -1,029 -13%
SIM
232
Studio Investment Management
Illinois
$648K -$10.7K -114 -2%
KTA
233
Keeley-Teton Advisors
Illinois
$628K
Corient Private Wealth
234
Corient Private Wealth
Florida
$625K +$4.41K +47 +0.7%
CIP
235
Cornerstone Investment Partners
Georgia
$616K -$10.2K -109 -2%
MAP
236
Moody Aldrich Partners
Massachusetts
$575K -$470 -5 -0.1%
TCM
237
Teza Capital Management
Illinois
$572K +$572K +6,087 New
NSEDCP
238
NJ State Employees Deferred Compensation Plan
New Jersey
$563K
EI
239
Ethic Inc
New York
$553K +$22.4K +287 +4%
NP
240
NorthRock Partners
Minnesota
$539K +$17.5K +186 +3%
MSRPS
241
Maryland State Retirement & Pension System
Maryland
$532K -$197K -2,102 -27%
MWPCG
242
Measured Wealth Private Client Group
New Hampshire
$526K +$116K +1,233 +28%
OC
243
Oppenheimer & Co
New York
$522K -$8.08K -86 -2%
DZ Bank
244
DZ Bank
Germany
$510K +$130K +1,386 +34%
LFG
245
Larson Financial Group
Missouri
$509K +$498K +5,300 +4,309%
COI
246
Connable Office Inc
Michigan
$507K
URS
247
Utah Retirement Systems
Utah
$498K
Cambridge Investment Research Advisors
248
Cambridge Investment Research Advisors
Iowa
$487K +$487K +5,185 New
IIC
249
Integrated Investment Consultants
Michigan
$487K -$18.6K -198 -4%
SAM
250
Shell Asset Management
Netherlands
$481K +$481K +5,123 New