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Stifel
SF

Overview Fund Activity

335 hedge funds and large institutions have $4.64B invested in Stifel in 2022 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 128 increasing their positions, 130 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
335
Holders Change
-17
Holders Change %
-4.83%
% of All Funds
5.79%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
29
Increased
128
Reduced
130
Closed
41
Calls
$4.52M
Puts
$8.37M
Net Calls
-$3.86M
Net Calls Change
+$1.16M

Top Buyers

1
EVM
1
Eaton Vance Management
Massachusetts
$120M
2
AllianceBernstein
2
AllianceBernstein
Tennessee
$196M
3
Goldman Sachs
3
Goldman Sachs
New York
$104M
4
Citadel Advisors
4
Citadel Advisors
Florida
$27M
5
SSA
5
Schonfeld Strategic Advisors
New York
$24.1M

Top Sellers

1
BlackRock
1
BlackRock
New York
$561M
2
Assenagon Asset Management
2
Assenagon Asset Management
Luxembourg
$9.11M
3
Holocene Advisors
3
Holocene Advisors
New York
$8.32M
4
Prudential Financial
4
Prudential Financial
New Jersey
$7.02M
5
Point72 Asset Management
5
Point72 Asset Management
Connecticut
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FAM
251
Formidable Asset Management
Ohio
$207K -$5.5K -101 -3%
II
252
Inspire Investing
Idaho
$207K +$11.8K +227 +6%
SCA
253
Snowden Capital Advisors
New York
$206K +$4.09K +79 +2%
MPM
254
Meritage Portfolio Management
Kansas
$205K +$986 +19 +0.5%
CIA
255
Capital Impact Advisors
Massachusetts
$182K +$27.8K +444 +18%
NICM
256
Neo Ivy Capital Management
New York
$166K +$166K +3,192 New
VanEck Associates
257
VanEck Associates
New York
$160K +$14.4K +277 +10%
WFA
258
Wipfli Financial Advisors
Wisconsin
$143K +$143K +2,746 New
IA
259
IFP Advisors
Florida
$142K +$1.89K +29 +1%
HIA
260
Harbor Investment Advisory
Maryland
$136K – – –
HWMA
261
Heritage Wealth Management (Arizona)
Arizona
$135K +$4.77K +92 +4%
PA
262
Parallel Advisors
California
$132K -$7.61K -147 -5%
SG Americas Securities
263
SG Americas Securities
New York
$130K -$919K -17,629 -88%
CTB
264
Country Trust Bank
Illinois
$117K – – –
Rockefeller Capital Management
265
Rockefeller Capital Management
New York
$115K +$48.3K +937 +72%
HFM
266
Harvest Fund Management
China
$110K -$85.1K -1,640 -44%
C
267
Covestor
United Kingdom
$108K +$92.9K +1,790 +613%
AS
268
Altshuler Shaham
Israel
$106K -$12.2K -235 -10%
SCA
269
Stonebridge Capital Advisors
Minnesota
$85K – – –
QCG
270
Quadrant Capital Group
Ohio
$75K -$4.24K -82 -5%
QT
271
Quantbot Technologies
New York
$73K +$73K +1,417 New
CWM
272
CarsonAllaria Wealth Management
Illinois
$69K +$362 +7 +0.5%
BTI
273
Blue Trust Inc
Georgia
$63K +$40.1K +719 +175%
ARIS
274
Advanced Research Investment Solutions
California
$57K +$57K +1,101 New
LFG
275
Larson Financial Group
Missouri
$55K +$826 +16 +2%
9 10
11
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