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Stifel
SF

Overview Fund Activity

434 hedge funds and large institutions have $6.67B invested in Stifel in 2024 Q1 according to their latest regulatory filings, with 90 funds opening new positions, 140 increasing their positions, 136 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
434
Holders Change
+56
Holders Change %
+14.81%
% of All Funds
6.29%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
90
Increased
140
Reduced
136
Closed
32
Calls
$23.2M
Puts
$4.46M
Net Calls
+$18.7M
Net Calls Change
+$10.3M

Top Buyers

1
Marshall Wace
Marshall Wace
United Kingdom
$57.6M
2
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$54.9M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$238M
4
Vanguard Group
Vanguard Group
Pennsylvania
$818M
5
Invesco
Invesco
Georgia
$98.7M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$200M
2
Millennium Management
Millennium Management
New York
$103M
3
Victory Capital Management
Victory Capital Management
Texas
$7.39M
4
First Trust Advisors
First Trust Advisors
Illinois
$12.1M
5
Goldman Sachs
Goldman Sachs
New York
$47.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
Allianz Asset Management
251
Allianz Asset Management
Germany
$490K +$62.5K +800 +15%
MAP
252
Moody Aldrich Partners
Massachusetts
$479K -$2.5K -32 -0.5%
OC
253
Oppenheimer & Co
New York
$475K +$938 +12 +0.2%
NIM
254
Northeast Investment Management
Massachusetts
$473K +$473K +6,050 New
NSEDCP
255
NJ State Employees Deferred Compensation Plan
New Jersey
$469K – – –
Corient Private Wealth
256
Corient Private Wealth
Florida
$462K +$227K +2,902 +96%
FC
257
FORA Capital
Florida
$454K +$454K +5,806 New
Capstone Investment Advisors
258
Capstone Investment Advisors
New York
$448K +$448K +5,736 New
COI
259
Connable Office Inc
Michigan
$442K +$1.88K +24 +0.4%
SAM
260
Shell Asset Management
Netherlands
$431K -$42.3K -503 -9%
URS
261
Utah Retirement Systems
Utah
$430K – – –
NP
262
NorthRock Partners
Minnesota
$424K +$17.9K +229 +4%
IIC
263
Integrated Investment Consultants
Michigan
$421K -$23.5K -300 -5%
FRM
264
Fox Run Management
Connecticut
$412K +$412K +5,275 New
CT
265
ClearAlpha Technologies
Connecticut
$412K +$412K +5,272 New
FB
266
Fulton Bank
Pennsylvania
$405K +$28.6K +366 +8%
EGM
267
Engineers Gate Manager
New York
$402K -$564K -7,215 -58%
GCP
268
GSA Capital Partners
United Kingdom
$396K -$70.5K -903 -15%
Wealth Enhancement Advisory Services
269
Wealth Enhancement Advisory Services
Minnesota
$393K +$11K +141 +3%
QCM
270
Qsemble Capital Management
New York
$392K +$392K +5,009 New
ProShare Advisors
271
ProShare Advisors
Maryland
$389K -$30.5K -390 -7%
YMRC
272
Yorktown Management & Research Company
Virginia
$383K – – –
RCM
273
Radnor Capital Management
Pennsylvania
$367K -$23.4K -300 -6%
CAN
274
Cetera Advisor Networks
California
$366K -$64.5K -825 -15%
SCM
275
Shelton Capital Management
Colorado
$363K -$11K -141 -3%
9 10
11
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