362 hedge funds and large institutions have $5.03B invested in Stifel in 2022 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 113 increasing their positions, 137 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
362
Holders Change
+27
Holders Change %
+8.06%
% of All Funds
5.84%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
59
Increased
113
Reduced
137
Closed
30
Calls
$7.98M
Puts
$705K
Net Calls
+$7.27M
Net Calls Change
+$11.1M
Name Holding Trade Value Shares
Change
Shares
Change %
WG
251
Winton Group
United Kingdom
$245K -$4.79K -82 -2%
OTL
252
Oak Thistle LLC
New York
$245K +$245K +4,194 New
PA
253
PFG Advisors
Arizona
$244K
CA
254
Cetera Advisors
Colorado
$244K +$244K +4,176 New
FB
255
Fulton Bank
Pennsylvania
$239K -$644 -11 -0.3%
MPM
256
Meritage Portfolio Management
Kansas
$239K +$8.4K +144 +4%
II
257
Inspire Investing
Idaho
$235K +$2.51K +43 +1%
AIM
258
Aigen Investment Management
New York
$235K +$235K +4,020 New
FCH
259
Freestone Capital Holdings
Washington
$233K
SWP
260
Stratos Wealth Partners
Ohio
$233K +$350 +6 +0.2%
Nisa Investment Advisors
261
Nisa Investment Advisors
Missouri
$232K
Baird Financial Group
262
Baird Financial Group
Wisconsin
$229K +$229K +3,917 New
Creative Planning
263
Creative Planning
Kansas
$228K +$228K +3,913 New
FAM
264
Formidable Asset Management
Ohio
$222K
SCA
265
Snowden Capital Advisors
New York
$219K -$13.4K -229 -6%
Carson Wealth (CWM LLC)
266
Carson Wealth (CWM LLC)
Nebraska
$215K +$193K +3,316 +884%
SEC
267
Seven Eight Capital
New York
$214K +$214K +3,659 New
NICM
268
Neo Ivy Capital Management
New York
$213K +$26.9K +462 +14%
IUHSA
269
Itau Unibanco Holding S.A.
Brazil
$212K +$212K +3,599 New
BRWA
270
B. Riley Wealth Advisors
Florida
$206K +$206K +3,533 New
FFIC
271
First Fiduciary Investment Counsel
Ohio
$201K +$201K +3,450 New
Acadian Asset Management
272
Acadian Asset Management
Massachusetts
$191K -$80K -1,376 -30%
VanEck Associates
273
VanEck Associates
New York
$189K +$9.57K +164 +5%
CIA
274
Capital Impact Advisors
Massachusetts
$170K
UAML
275
US Asset Management LLC
Pennsylvania
$158K +$158K +2,700 New