366 hedge funds and large institutions have $5.17B invested in Stifel in 2023 Q1 according to their latest regulatory filings, with 57 funds opening new positions, 139 increasing their positions, 123 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
366
Holders Change
+4
Holders Change %
+1.1%
% of All Funds
5.86%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
57
Increased
139
Reduced
123
Closed
44
Calls
$11.4M
Puts
$3.69M
Net Calls
+$7.67M
Net Calls Change
+$396K
Name Holding Trade Value Shares
Change
Shares
Change %
Carson Wealth (CWM LLC)
276
Carson Wealth (CWM LLC)
Nebraska
$217K -$1K -17 -0.5%
PWM
277
Perigon Wealth Management
California
$211K -$67.2K -1,137 -24%
PMEF
278
Point72 Middle East FZE
United Arab Emirates
$209K +$209K +3,533 New
QPW
279
Quantum Private Wealth
Florida
$208K +$208K +3,522 New
FFIC
280
First Fiduciary Investment Counsel
Ohio
$204K
BTI
281
Blue Trust Inc
Georgia
$181K +$57.3K +984 +46%
TPCW
282
TD Private Client Wealth
New York
$169K +$132K +2,241 +361%
Walleye Trading
283
Walleye Trading
New York
$165K +$165K +2,794 New
UAML
284
US Asset Management LLC
Pennsylvania
$157K -$2.12K -36 -1%
PA
285
Parallel Advisors
California
$153K +$7.33K +124 +5%
CTB
286
Country Trust Bank
Illinois
$133K
HIA
287
Harbor Investment Advisory
Maryland
$129K -$25.3K -428 -16%
CIA
288
Capital Impact Advisors
Massachusetts
$127K -$44.7K -756 -26%
CI Investments Inc
289
CI Investments Inc
Ontario, Canada
$112K +$712 +12 +0.6%
IWP
290
Icon Wealth Partners
Texas
$110K +$110K +1,866 New
LSV Asset Management
291
LSV Asset Management
Illinois
$100K +$100K +1,700 New
KI
292
Kapitalo Investimentos
Brazil
$96.6K +$96.6K +1,635 New
SCA
293
Stonebridge Capital Advisors
Minnesota
$96.3K
PPC
294
Park Place Capital
Alabama
$94.7K +$3.78K +64 +4%
QCG
295
Quadrant Capital Group
Ohio
$94.3K +$26.2K +443 +38%
CWM
296
CarsonAllaria Wealth Management
Illinois
$79.9K +$473 +8 +0.6%
HFM
297
Harvest Fund Management
China
$70K -$56K -942 -44%
IAIM
298
Industrial Alliance Investment Management
Quebec, Canada
$68K +$18.8K +318 +38%
LFG
299
Larson Financial Group
Missouri
$63.6K +$414 +7 +0.7%
C
300
Covestor
United Kingdom
$55K -$68.3K -1,153 -55%