378 hedge funds and large institutions have $6.01B invested in Stifel in 2023 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 101 increasing their positions, 167 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
378
Holders Change
+13
Holders Change %
+3.56%
% of All Funds
5.54%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
60
Increased
101
Reduced
167
Closed
41
Calls
$13.1M
Puts
$4.64M
Net Calls
+$8.42M
Net Calls Change
+$1.11M
Name Holding Trade Value Shares
Change
Shares
Change %
KAS
276
Kestra Advisory Services
Texas
$219K -$9.61K -139 -4%
HAG
277
HighPoint Advisor Group
Illinois
$215K +$215K +2,821 New
DI
278
DFPG Investments
Utah
$214K +$214K +3,152 New
HWA
279
HCR Wealth Advisors
California
$211K +$211K +3,058 New
Corient Private Wealth
280
Corient Private Wealth
Florida
$208K +$208K +3,009 New
XT
281
XTX Topco
Cayman Islands
$207K +$207K +2,990 New
CIBC Asset Management
282
CIBC Asset Management
Ontario, Canada
$202K +$202K +2,917 New
TPI
283
Trust Point Inc
Wisconsin
$201K +$201K +2,906 New
Northwestern Mutual Wealth Management
284
Northwestern Mutual Wealth Management
Wisconsin
$200K -$92.1K -1,332 -31%
PA
285
Parallel Advisors
California
$187K +$4.98K +72 +3%
CI Investments Inc
286
CI Investments Inc
Ontario, Canada
$167K +$25.6K +370 +18%
SG Americas Securities
287
SG Americas Securities
New York
$160K -$664K -9,577 -81%
CTB
288
Country Trust Bank
Illinois
$156K
IWA
289
Icon Wealth Advisors
Texas
$153K +$153K +2,214 New
IA
290
IFP Advisors
Florida
$143K +$5.12K +74 +4%
BTI
291
Blue Trust Inc
Georgia
$131K +$11.8K +192 +10%
QCG
292
Quadrant Capital Group
Ohio
$123K -$5.67K -82 -4%
KBC Group
293
KBC Group
Belgium
$122K
PI
294
PEAK6 Investments
Illinois
$117K +$117K +1,694 New
SOW
295
State of Wyoming
Wyoming
$107K +$13.3K +193 +14%
PS
296
Principal Securities
Iowa
$99.4K +$99.4K +1,437 New
IPW
297
Impact Partnership Wealth
Georgia
$96.5K -$35.6K -515 -27%
PPC
298
Park Place Capital
Alabama
$95.7K -$10.3K -149 -10%
CWM
299
CarsonAllaria Wealth Management
Illinois
$94.5K +$484 +7 +0.5%
CG
300
Cutler Group
California
$89K -$6.84K -100 -7%