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Stifel
SF

Overview Fund Activity

369 hedge funds and large institutions have $5.15B invested in Stifel in 2023 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 119 increasing their positions, 146 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
369
Holders Change
+3
Holders Change %
+0.82%
% of All Funds
5.82%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
40
Increased
119
Reduced
146
Closed
37
Calls
$8.62M
Puts
$1.25M
Net Calls
+$7.38M
Net Calls Change
-$294K

Top Buyers

1
LSV Asset Management
LSV Asset Management
Illinois
+$118M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$43.3M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$30.4M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$18.5M
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$16.6M

Top Sellers

1
BlackRock
BlackRock
New York
-$52.4M
2
Marshall Wace
Marshall Wace
United Kingdom
-$51.1M
3
Morgan Stanley
Morgan Stanley
New York
-$42.8M
4
Goldman Sachs
Goldman Sachs
New York
-$34.1M
5
Macquarie Group
Macquarie Group
Australia
-$30.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWP
276
Stratos Wealth Partners
Ohio
$241K +$179 +3 +0.1%
FCH
277
Freestone Capital Holdings
Washington
$239K – – –
QCM
278
Qsemble Capital Management
New York
$239K +$239K +4,000 New
AT
279
American Trust
Kentucky
$238K -$39K -653 -14%
CP
280
Covenant Partners
Tennessee
$237K – – –
FB
281
Fulton Bank
Pennsylvania
$235K -$15.8K -265 -6%
Baird Financial Group
282
Baird Financial Group
Wisconsin
$233K -$1.97K -33 -0.8%
FAM
283
Formidable Asset Management
Ohio
$227K – – –
SCA
284
Snowden Capital Advisors
New York
$222K -$16.1K -270 -7%
Carson Wealth (CWM LLC)
285
Carson Wealth (CWM LLC)
Nebraska
$220K +$299 +5 +0.1%
BFM
286
Boothbay Fund Management
New York
$219K +$219K +3,667 New
TPCW
287
TD Private Client Wealth
New York
$210K +$39.6K +663 +23%
QPW
288
Quantum Private Wealth
Florida
$210K – – –
ACM
289
Aquatic Capital Management
Illinois
$209K -$734K -12,300 -78%
FFIC
290
First Fiduciary Investment Counsel
Ohio
$206K – – –
PA
291
Parallel Advisors
California
$156K +$1.25K +21 +0.8%
CTB
292
Country Trust Bank
Illinois
$134K – – –
HIA
293
Harbor Investment Advisory
Maryland
$131K – – –
CIA
294
Capital Impact Advisors
Massachusetts
$128K – – –
CI Investments Inc
295
CI Investments Inc
Ontario, Canada
$120K +$7.34K +123 +7%
IWP
296
Icon Wealth Partners
Texas
$111K – – –
PPC
297
Park Place Capital
Alabama
$92.1K -$3.46K -58 -4%
AS
298
Altshuler Shaham
Israel
$89.5K +$89.5K +1,500 New
HT
299
Headlands Technologies
Illinois
$87.7K +$85.1K +1,427 +3,398%
SCA
300
Stonebridge Capital Advisors
Minnesota
$82.3K -$14.9K -250 -15%
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