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Stifel
SF

Overview Fund Activity

435 hedge funds and large institutions have $7.35B invested in Stifel in 2024 Q2 according to their latest regulatory filings, with 59 funds opening new positions, 137 increasing their positions, 159 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
435
Holders Change
+1
Holders Change %
+0.23%
% of All Funds
6.33%
Holding in Top 10
7
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+133.33%
% of All Funds
0.1%
New
59
Increased
137
Reduced
159
Closed
54
Calls
$24.6M
Puts
$4.96M
Net Calls
+$19.6M
Net Calls Change
+$861K

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$307M
2
AllianceBernstein
AllianceBernstein
Tennessee
+$63.3M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$54.1M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$46.6M
5
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
+$34.9M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$221M
2
Millennium Management
Millennium Management
New York
-$64.4M
3
Invesco
Invesco
Georgia
-$34.9M
4
Macquarie Group
Macquarie Group
Australia
-$30.7M
5
Principal Financial Group
Principal Financial Group
Iowa
-$25M
Name Holding Trade Value Shares
Change 		Shares
Change %
URS
251
Utah Retirement Systems
Utah
$446K -$16.8K -200 -4%
SMC
252
Smith, Moore & Co
Missouri
$434K -$249K -2,962 -37%
NIM
253
Northeast Investment Management
Massachusetts
$424K -$85.6K -1,017 -17%
FB
254
Fulton Bank
Pennsylvania
$423K -$12.1K -144 -3%
IIC
255
Integrated Investment Consultants
Michigan
$421K – – –
PFBT
256
Parkside Financial Bank & Trust
Missouri
$419K -$338K -4,016 -45%
QC
257
Quadrature Capital
United Kingdom
$413K -$336K -3,992 -45%
YMRC
258
Yorktown Management & Research Company
Virginia
$412K – – –
ProShare Advisors
259
ProShare Advisors
Maryland
$407K -$12K -143 -3%
OIA
260
OneDigital Investment Advisors
Kansas
$403K +$403K +4,788 New
Capstone Investment Advisors
261
Capstone Investment Advisors
New York
$389K -$93.4K -1,110 -19%
PAM
262
Panagora Asset Management
Massachusetts
$383K -$1.6K -19 -0.4%
KNFPWM
263
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$377K – – –
SCM
264
Shelton Capital Management
Colorado
$371K -$20.5K -244 -5%
MWPCG
265
Measured Wealth Private Client Group
New Hampshire
$367K +$367K +4,365 New
II
266
Inspire Investing
Idaho
$352K -$34.5K -410 -9%
SWP
267
Stratos Wealth Partners
Ohio
$346K +$1.43K +17 +0.4%
UCFA
268
United Capital Financial Advisors
Texas
$340K +$47.6K +566 +16%
DZ Bank
269
DZ Bank
Germany
$340K +$340K +4,041 New
Osaic Holdings
270
Osaic Holdings
Arizona
$340K +$97K +1,153 +40%
FCH
271
Freestone Capital Holdings
Washington
$337K – – –
Nisa Investment Advisors
272
Nisa Investment Advisors
Missouri
$335K -$33.7K -400 -9%
TC
273
TAP Consulting
Missouri
$329K +$329K +3,912 New
Baird Financial Group
274
Baird Financial Group
Wisconsin
$328K – – –
WS
275
Wedbush Securities
California
$326K -$4.21K -50 -1%
9 10
11
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