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Stifel
SF

Overview Fund Activity

365 hedge funds and large institutions have $5.78B invested in Stifel in 2022 Q1 according to their latest regulatory filings, with 58 funds opening new positions, 128 increasing their positions, 122 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
365
Holders Change
+19
Holders Change %
+5.49%
% of All Funds
5.78%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.06%
New
58
Increased
128
Reduced
122
Closed
33
Calls
$24.1M
Puts
$23.3M
Net Calls
+$823K
Net Calls Change
-$10.4M

Top Buyers

1
Marshall Wace
Marshall Wace
United Kingdom
+$88.9M
2
SCA
Southpoint Capital Advisors
New York
+$34M
3
Prudential Financial
Prudential Financial
New Jersey
+$26.7M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$24.7M
5
Allspring Global Investments
Allspring Global Investments
North Carolina
+$22.2M

Top Sellers

1
BlackRock
BlackRock
New York
-$65.6M
2
AllianceBernstein
AllianceBernstein
Tennessee
-$40.9M
3
Invesco
Invesco
Georgia
-$40.1M
4
Goldman Sachs
Goldman Sachs
New York
-$21.1M
5
GC
Gillson Capital
Illinois
-$15.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
PP
251
PDT Partners
New York
$314K +$314K +4,630 New
PAM
252
Panagora Asset Management
Massachusetts
$313K -$1.23M -18,066 -80%
RGC
253
Roberts, Glore & Co
Illinois
$304K +$111K +1,627 +57%
AT
254
American Trust
Kentucky
$298K +$86.3K +1,270 +41%
RCM
255
Radnor Capital Management
Pennsylvania
$297K +$7.46K +110 +3%
CIBC Asset Management
256
CIBC Asset Management
Ontario, Canada
$293K – – –
OTL
257
Oak Thistle LLC
New York
$292K -$479K -7,046 -62%
SWP
258
Stratos Wealth Partners
Ohio
$290K +$1.02K +15 +0.4%
PA
259
PFG Advisors
Arizona
$284K +$284K +4,176 New
Macquarie Group
260
Macquarie Group
Australia
$283K -$16.5K -243,546 -6%
JSW
261
Journey Strategic Wealth
New Jersey
$277K +$78K +1,147 +39%
FB
262
Fulton Bank
Pennsylvania
$275K -$33K -485 -11%
FCH
263
Freestone Capital Holdings
Washington
$272K -$68K -1,000 -20%
CM
264
Capital Management
Virginia
$272K – – –
MPM
265
Meritage Portfolio Management
Kansas
$267K +$27.3K +403 +11%
FAM
266
Formidable Asset Management
Ohio
$265K – – –
Nisa Investment Advisors
267
Nisa Investment Advisors
Missouri
$265K – – –
HFM
268
Harvest Fund Management
China
$255K +$105K +1,542 +70%
DA
269
Detalus Advisors
Missouri
$248K – – –
MFS
270
Mirabella Financial Services
United Kingdom
$247K +$247K +3,643 New
A
271
Astrantus
Cyprus
$244K +$244K +3,600 New
IC
272
Intersect Capital
California
$238K +$1.9K +28 +0.8%
FFIC
273
First Fiduciary Investment Counsel
Ohio
$234K – – –
SCA
274
Snowden Capital Advisors
New York
$234K +$227K +3,357 +3,259%
Janney Montgomery Scott
275
Janney Montgomery Scott
Pennsylvania
$233K -$24.9K -366 -10%
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