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Stifel
SF

Overview Fund Activity

327 hedge funds and large institutions have $6.04B invested in Stifel in 2021 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 98 increasing their positions, 136 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
327
Holders Change
-14
Holders Change %
-4.11%
% of All Funds
5.74%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
31
Increased
98
Reduced
136
Closed
42
Calls
$19.3M
Puts
$3.87M
Net Calls
+$15.5M
Net Calls Change
-$180K

Top Buyers

1
Prudential Financial
1
Prudential Financial
New Jersey
$62.6M
2
Millennium Management
2
Millennium Management
New York
$154M
3
SAM
3
Silvercrest Asset Management
New York
$114M
4
BlackRock
4
BlackRock
New York
$809M
5
Assenagon Asset Management
5
Assenagon Asset Management
Luxembourg
$20.2M

Top Sellers

1
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$176M
2
Citadel Advisors
2
Citadel Advisors
Florida
$18.2M
3
HF
3
HRT Financial
New York
$8M
4
Jane Street
4
Jane Street
New York
$378K
5
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
5
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
II
251
Inspire Investing
Idaho
$229K +$229K +3,366 New
MPM
252
Meritage Portfolio Management
Kansas
$228K +$1.43K +21 +0.6%
HIA
253
Harbor Investment Advisory
Maryland
$223K -$14.2K -210 -6%
Sumitomo Mitsui Trust Group
254
Sumitomo Mitsui Trust Group
Japan
$217K +$217K +3,200 New
KAS
255
Kestra Advisory Services
Texas
$215K -$8.44K -124 -4%
CI
256
Cigna Investments
Connecticut
$209K -$6.79K -100 -3%
Franklin Resources
257
Franklin Resources
California
$207K +$207K +3,046 New
BB
258
Busey Bank
Illinois
$204K +$204K +3,000 New
UAML
259
US Asset Management LLC
Pennsylvania
$181K +$181K +2,667 New
CAPTRUST Financial Advisors
260
CAPTRUST Financial Advisors
North Carolina
$168K +$30.1K +444 +22%
CTB
261
Country Trust Bank
Illinois
$157K +$3.61K +53 +2%
PCG
262
Private Capital Group
Connecticut
$134K +$15.1K +222 +13%
TRCT
263
Tower Research Capital (TRC)
New York
$133K -$791K -11,672 -86%
Twin Tree Management
264
Twin Tree Management
Texas
$133K +$133K +1,958 New
HFM
265
Harvest Fund Management
China
$127K – – –
Robeco Institutional Asset Management
266
Robeco Institutional Asset Management
Netherlands
$120K +$109K +1,598 +999%
SCA
267
Stonebridge Capital Advisors
Minnesota
$117K -$100K -1,470 -46%
PA
268
Parallel Advisors
California
$117K +$6.95K +102 +6%
HWMA
269
Heritage Wealth Management (Arizona)
Arizona
$115K -$14.8K -219 -11%
FBT
270
First Bank & Trust
South Dakota
$111K – – –
SNT
271
Security National Trust
West Virginia
$97K – – –
BCA
272
Berman Capital Advisors
Georgia
$97K +$29.8K +439 +44%
AssetMark Inc
273
AssetMark Inc
California
$90K – – –
Simplex Trading
274
Simplex Trading
Illinois
$89K +$26.4K +405 +42%
CFD
275
Creative Financial Designs
Indiana
$80K – – –
9 10
11
12 13