341 hedge funds and large institutions have $5.72B invested in Stifel in 2021 Q2 according to their latest regulatory filings, with 60 funds opening new positions, 80 increasing their positions, 148 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
341
Holders Change
+37
Holders Change %
+12.17%
% of All Funds
5.95%
Holding in Top 10
3
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-57.14%
% of All Funds
0.05%
New
60
Increased
80
Reduced
148
Closed
21
Calls
$20.2M
Puts
$4.53M
Net Calls
+$15.7M
Net Calls Change
-$22.6M
Name Holding Trade Value Shares
Change
Shares
Change %
HWMA
276
Heritage Wealth Management (Arizona)
Arizona
$124K +$124K +1,918 New
HFM
277
Harvest Fund Management
China
$123K
PMAS
278
PNC Managed Account Solutions
Texas
$114K +$114K +1,758 New
PCG
279
Private Capital Group
Connecticut
$113K -$5.25K -81 -4%
FBT
280
First Bank & Trust
South Dakota
$106K +$8.12K +125 +8%
PA
281
Parallel Advisors
California
$105K -$650 -10 -0.6%
SNT
282
Security National Trust
West Virginia
$97K
SOW
283
State of Wyoming
Wyoming
$92K +$92K +1,424 New
AssetMark Inc
284
AssetMark Inc
California
$85K -$8.26K -128 -9%
EAM
285
Exos Asset Management
New York
$83K +$83K +1,275 New
CFD
286
Creative Financial Designs
Indiana
$77K
Rockefeller Capital Management
287
Rockefeller Capital Management
New York
$77K +$52.7K +825 +217%
LFG
288
Larson Financial Group
Missouri
$67K +$130 +2 +0.2%
EW
289
Evoke Wealth
California
$66K
BCA
290
Berman Capital Advisors
Georgia
$64K +$16.4K +254 +34%
CFB
291
Cullen/Frost Bankers
Texas
$64K +$64K +988 New
Simplex Trading
292
Simplex Trading
Illinois
$62K +$62K +961 New
FHA
293
First Horizon Advisors
Tennessee
$60K -$54.5K -859 -48%
CI Investments Inc
294
CI Investments Inc
Ontario, Canada
$54K +$20.3K +311 +60%
QCG
295
Quadrant Capital Group
Ohio
$46K +$1.31K +20 +3%
FRA
296
Front Row Advisors
California
$39K -$457 -7 -1%
HI
297
Harbour Investments
Wisconsin
$39K
ST
298
Sageworth Trust
Pennsylvania
$39K +$39K +600 New
SGAM
299
Smith Group Asset Management
Texas
$37K -$7.34K -114 -17%
Fidelity Investments
300
Fidelity Investments
Massachusetts
$37K +$8.71K +132 +31%