366 hedge funds and large institutions have $5.17B invested in Stifel in 2023 Q1 according to their latest regulatory filings, with 57 funds opening new positions, 139 increasing their positions, 123 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
366
Holders Change
+4
Holders Change %
+1.1%
% of All Funds
5.86%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
57
Increased
139
Reduced
123
Closed
44
Calls
$11.4M
Puts
$3.69M
Net Calls
+$7.67M
Net Calls Change
+$396K
Name Holding Trade Value Shares
Change
Shares
Change %
Rockefeller Capital Management
251
Rockefeller Capital Management
New York
$276K +$149K +2,528 +117%
AT
252
American Trust
Kentucky
$274K -$13.5K -229 -5%
II
253
Inspire Investing
Idaho
$272K +$34.7K +587 +15%
Nisa Investment Advisors
254
Nisa Investment Advisors
Missouri
$270K +$35.4K +600 +15%
SC
255
SouthState Corp
Florida
$266K -$295K -5,000 -53%
RCM
256
Radnor Capital Management
Pennsylvania
$259K
Northwestern Mutual Wealth Management
257
Northwestern Mutual Wealth Management
Wisconsin
$259K -$11.8K -200 -4%
Janney Montgomery Scott
258
Janney Montgomery Scott
Pennsylvania
$257K -$124K -2,095 -32%
RGC
259
Roberts, Glore & Co
Illinois
$252K -$6.91K -117 -3%
FB
260
Fulton Bank
Pennsylvania
$248K +$7.15K +121 +3%
PA
261
PFG Advisors
Arizona
$247K
SWP
262
Stratos Wealth Partners
Ohio
$238K +$2.42K +41 +1%
FCH
263
Freestone Capital Holdings
Washington
$236K
SCA
264
Snowden Capital Advisors
New York
$236K +$14.7K +248 +7%
CP
265
Covenant Partners
Tennessee
$235K -$62.4K -1,056 -21%
JF
266
Jump Financial
Illinois
$234K -$301K -5,102 -56%
MPM
267
Meritage Portfolio Management
Kansas
$234K -$8.04K -136 -3%
Qube Research & Technologies (QRT)
268
Qube Research & Technologies (QRT)
United Kingdom
$234K -$10.6M -178,971 -98%
V
269
Veritable
Delaware
$233K -$25.2K -426 -10%
Baird Financial Group
270
Baird Financial Group
Wisconsin
$233K +$1.48K +25 +0.6%
TRCT
271
Tower Research Capital (TRC)
New York
$226K -$106K -1,795 -32%
JFG
272
Jefferies Financial Group
New York
$226K +$226K +3,820 New
PA
273
Profund Advisors
Maryland
$224K -$43.9K -743 -16%
Neuberger Berman Group
274
Neuberger Berman Group
New York
$223K +$223K +3,770 New
FAM
275
Formidable Asset Management
Ohio
$222K