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Stifel
SF

Overview Fund Activity

327 hedge funds and large institutions have $6.04B invested in Stifel in 2021 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 98 increasing their positions, 136 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
327
Holders Change
-14
Holders Change %
-4.11%
% of All Funds
5.74%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
31
Increased
98
Reduced
136
Closed
42
Calls
$19.3M
Puts
$3.87M
Net Calls
+$15.5M
Net Calls Change
-$180K

Top Buyers

1
Prudential Financial
1
Prudential Financial
New Jersey
$62.6M
2
Millennium Management
2
Millennium Management
New York
$154M
3
SAM
3
Silvercrest Asset Management
New York
$114M
4
BlackRock
4
BlackRock
New York
$809M
5
Assenagon Asset Management
5
Assenagon Asset Management
Luxembourg
$20.2M

Top Sellers

1
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$176M
2
Citadel Advisors
2
Citadel Advisors
Florida
$18.2M
3
HF
3
HRT Financial
New York
$8M
4
Jane Street
4
Jane Street
New York
$378K
5
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
5
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Rockefeller Capital Management
276
Rockefeller Capital Management
New York
$77K -$3.12K -47 -4%
LFG
277
Larson Financial Group
Missouri
$70K +$203 +3 +0.3%
EW
278
Evoke Wealth
California
$68K – – –
CFB
279
Cullen/Frost Bankers
Texas
$67K – – –
CI Investments Inc
280
CI Investments Inc
Ontario, Canada
$61K +$4.82K +71 +9%
SOW
281
State of Wyoming
Wyoming
$56K -$40.5K -598 -42%
Fidelity Investments
282
Fidelity Investments
Massachusetts
$56K +$18.3K +272 +48%
QCG
283
Quadrant Capital Group
Ohio
$53K +$5.05K +74 +11%
Group One Trading
284
Group One Trading
Illinois
$52K +$27.1K +400 +109%
FHA
285
First Horizon Advisors
Tennessee
$51K -$12.8K -190 -20%
S
286
SignatureFD
Georgia
$50K +$15.4K +226 +45%
CA
287
Clearstead Advisors
Ohio
$45K +$24.5K +359 +120%
SGAM
288
Smith Group Asset Management
Texas
$42K +$2.8K +41 +7%
ST
289
Sageworth Trust
Pennsylvania
$41K – – –
FRA
290
Front Row Advisors
California
$41K – – –
HI
291
Harbour Investments
Wisconsin
$41K – – –
Lazard Asset Management
292
Lazard Asset Management
New York
$34K -$3.52K -52 -9%
CTC
293
Central Trust Company
Missouri
$34K +$34K +500 New
DFCM
294
Dark Forest Capital Management
Puerto Rico
$33K +$33K +480 New
SIC
295
Salem Investment Counselors
North Carolina
$31K – – –
FPS
296
Fieldpoint Private Securities
Connecticut
$27K – – –
CFGS
297
Concourse Financial Group Securities
Alabama
$26K – – –
LC
298
Lindbrook Capital
California
$24K – – –
BW
299
Bison Wealth
Georgia
$23K – – –
WT
300
Whittier Trust
California
$23K +$23K +336 New
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12
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