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Stifel
SF

Overview Fund Activity

346 hedge funds and large institutions have $6.17B invested in Stifel in 2021 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 122 increasing their positions, 119 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
346
Holders Change
+19
Holders Change %
+5.81%
% of All Funds
5.34%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.11%
New
58
Increased
122
Reduced
119
Closed
33
Calls
$12.8M
Puts
$1.56M
Net Calls
+$11.2M
Net Calls Change
-$4.23M

Top Buyers

1
BlackRock
BlackRock
New York
$891M
2
Millennium Management
Millennium Management
New York
$186M
3
Point72 Asset Management
Point72 Asset Management
Connecticut
$26.6M
4
Holocene Advisors
Holocene Advisors
New York
$16.1M
5
Vanguard Group
Vanguard Group
Pennsylvania
$684M

Top Sellers

1
Wells Fargo
Wells Fargo
California
$26.1M
2
AllianceBernstein
AllianceBernstein
Tennessee
$274M
3
Prudential Financial
Prudential Financial
New Jersey
$35.8M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
$12.8M
5
Macquarie Group
Macquarie Group
Australia
$310M
Name Holding Trade Value Shares
Change 		Shares
Change %
DA
251
Detalus Advisors
Missouri
$257K – – –
MPM
252
Meritage Portfolio Management
Kansas
$249K +$12.3K +175 +5%
EWM
253
Empirical Wealth Management
Washington
$247K +$247K +3,514 New
IC
254
Intersect Capital
California
$245K – – –
II
255
Inspire Investing
Idaho
$245K +$7.96K +113 +3%
FFIC
256
First Fiduciary Investment Counsel
Ohio
$243K – – –
BF
257
BOK Financial
Oklahoma
$241K -$4.29K -61 -2%
HIA
258
Harbor Investment Advisory
Maryland
$232K – – –
FIM
259
Freedom Investment Management
Connecticut
$227K +$227K +3,231 New
PAG
260
Private Advisor Group
New Jersey
$224K -$217K -3,087 -49%
Walleye Capital
261
Walleye Capital
New York
$223K +$223K +3,171 New
AT
262
American Trust
Kentucky
$219K +$219K +3,116 New
KAS
263
Kestra Advisory Services
Texas
$216K -$6.48K -92 -3%
TCM
264
Teza Capital Management
Illinois
$212K +$212K +3,004 New
BB
265
Busey Bank
Illinois
$211K – – –
JSW
266
Journey Strategic Wealth
New Jersey
$206K +$206K +2,925 New
RGC
267
Roberts, Glore & Co
Illinois
$200K +$200K +2,847 New
CAPTRUST Financial Advisors
268
CAPTRUST Financial Advisors
North Carolina
$182K +$7.54K +107 +4%
CTB
269
Country Trust Bank
Illinois
$162K – – –
NIPH
270
NN Investment Partners Holdings
Netherlands
$157K -$1.07M -15,286 -87%
HFM
271
Harvest Fund Management
China
$156K +$24K +341 +18%
PCG
272
Private Capital Group
Connecticut
$151K +$12.7K +181 +9%
AS
273
Altshuler Shaham
Israel
$150K +$150K +2,128 New
FBT
274
First Bank & Trust
South Dakota
$144K +$29K +411 +25%
PA
275
Parallel Advisors
California
$128K +$6.84K +97 +6%
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