365 hedge funds and large institutions have $5.33B invested in Stifel in 2023 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 129 increasing their positions, 130 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
365
Holders Change
-4
Holders Change %
-1.08%
% of All Funds
5.82%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
46
Increased
129
Reduced
130
Closed
45
Calls
$10.6M
Puts
$3.29M
Net Calls
+$7.31M
Net Calls Change
-$64K
Name Holding Trade Value Shares
Change
Shares
Change %
Baird Financial Group
276
Baird Financial Group
Wisconsin
$240K
FAM
277
Formidable Asset Management
Ohio
$233K
Carson Wealth (CWM LLC)
278
Carson Wealth (CWM LLC)
Nebraska
$227K +$738 +12 +0.3%
CIBC Private Wealth Group
279
CIBC Private Wealth Group
Georgia
$227K +$227K +3,693 New
PCM
280
Prelude Capital Management
New York
$222K +$222K +3,613 New
FFIC
281
First Fiduciary Investment Counsel
Ohio
$212K
FNA
282
First National Advisers
Nebraska
$209K +$209K +3,407 New
TPCW
283
TD Private Client Wealth
New York
$209K -$7.56K -123 -3%
Simplex Trading
284
Simplex Trading
Illinois
$205K +$205K +3,337 New
KAS
285
Kestra Advisory Services
Texas
$203K +$203K +3,304 New
PA
286
Parallel Advisors
California
$162K +$860 +14 +0.5%
CTB
287
Country Trust Bank
Illinois
$138K
IWP
288
Icon Wealth Partners
Texas
$136K +$21.5K +350 +19%
CI Investments Inc
289
CI Investments Inc
Ontario, Canada
$126K +$2.1K +34 +2%
IA
290
IFP Advisors
Florida
$123K +$105K +1,701 +581%
IPW
291
Impact Partnership Wealth
Georgia
$117K +$117K +1,911 New
BTI
292
Blue Trust Inc
Georgia
$115K +$70.8K +1,190 +160%
QCG
293
Quadrant Capital Group
Ohio
$114K +$30.6K +498 +37%
KBC Group
294
KBC Group
Belgium
$108K +$108K +1,764 New
PPC
295
Park Place Capital
Alabama
$94.2K -$676 -11 -0.7%
CG
296
Cutler Group
California
$86K +$86K +1,401 New
SCA
297
Stonebridge Capital Advisors
Minnesota
$84.8K
CWM
298
CarsonAllaria Wealth Management
Illinois
$83.5K
SOW
299
State of Wyoming
Wyoming
$82.9K +$27.1K +441 +49%
LFG
300
Larson Financial Group
Missouri
$73.4K