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Stifel
SF

Overview Fund Activity

378 hedge funds and large institutions have $6.01B invested in Stifel in 2023 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 101 increasing their positions, 167 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
378
Holders Change
+13
Holders Change %
+3.56%
% of All Funds
5.54%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
60
Increased
101
Reduced
167
Closed
41
Calls
$13.1M
Puts
$4.64M
Net Calls
+$8.42M
Net Calls Change
+$1.11M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$353M
2
Millennium Management
2
Millennium Management
New York
$182M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$180M
4
CCM
4
Channing Capital Management
Illinois
$78.1M
5
Norges Bank
5
Norges Bank
Norway
$84.4M

Top Sellers

1
AllianceBernstein
1
AllianceBernstein
Tennessee
$157M
2
Marshall Wace
2
Marshall Wace
United Kingdom
$0
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$696M
4
Fisher Asset Management
4
Fisher Asset Management
Washington
$97.1M
5
BlackRock
5
BlackRock
New York
$623M
Name Holding Trade Value Shares
Change 		Shares
Change %
AC
251
AXQ Capital
New Jersey
$318K -$114K -1,651 -26%
KNFPWM
252
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$310K +$310K +4,477 New
VI
253
Versor Investments
New York
$304K -$55.3K -800 -15%
Nisa Investment Advisors
254
Nisa Investment Advisors
Missouri
$303K -$13.8K -200 -4%
RGC
255
Roberts, Glore & Co
Illinois
$287K -$6.22K -90 -2%
SWP
256
Stratos Wealth Partners
Ohio
$282K +$1.52K +22 +0.5%
FCH
257
Freestone Capital Holdings
Washington
$277K – – –
CP
258
Covenant Partners
Tennessee
$275K – – –
Cerity Partners
259
Cerity Partners
New York
$268K +$268K +3,882 New
CIBC Private Wealth Group
260
CIBC Private Wealth Group
Georgia
$268K +$12.2K +176 +5%
FAM
261
Formidable Asset Management
Ohio
$263K – – –
Baird Financial Group
262
Baird Financial Group
Wisconsin
$263K -$7.68K -111 -3%
SC
263
Sapient Capital
Indiana
$262K +$262K +3,783 New
Carson Wealth (CWM LLC)
264
Carson Wealth (CWM LLC)
Nebraska
$257K +$2.07K +30 +0.8%
UCFA
265
United Capital Financial Advisors
Texas
$255K +$255K +3,690 New
VF
266
Vest Financial
Virginia
$248K +$248K +3,582 New
SC
267
SouthState Corp
Florida
$242K -$69.2K -1,000 -22%
FFIC
268
First Fiduciary Investment Counsel
Ohio
$239K – – –
TPCW
269
TD Private Client Wealth
New York
$238K +$3.25K +47 +1%
FA
270
FDx Advisors
Illinois
$233K +$233K +3,365 New
AWM
271
AE Wealth Management
Kansas
$227K +$227K +3,063 New
VWA
272
Visionary Wealth Advisors
Illinois
$225K +$225K +3,254 New
TWM
273
Trueblood Wealth Management
Ohio
$224K +$224K +3,234 New
EA
274
Everpar Advisors
Oklahoma
$223K +$223K +3,219 New
CC
275
Centiva Capital
New York
$220K +$220K +3,182 New
9 10
11
12 13