434 hedge funds and large institutions have $6.67B invested in Stifel in 2024 Q1 according to their latest regulatory filings, with 90 funds opening new positions, 140 increasing their positions, 136 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
434
Holders Change
+56
Holders Change %
+14.81%
% of All Funds
6.29%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
90
Increased
140
Reduced
136
Closed
32
Calls
$23.2M
Puts
$4.46M
Net Calls
+$18.7M
Net Calls Change
+$10.3M
Name Holding Trade Value Shares
Change
Shares
Change %
II
276
Inspire Investing
Idaho
$359K -$74.3K -951 -17%
PAM
277
Panagora Asset Management
Massachusetts
$357K -$652K -8,346 -65%
KNFPWM
278
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$350K
MFS
279
Mirabella Financial Services
United Kingdom
$346K +$346K +4,428 New
Nisa Investment Advisors
280
Nisa Investment Advisors
Missouri
$342K
Verition Fund Management
281
Verition Fund Management
Connecticut
$331K +$331K +4,231 New
SWP
282
Stratos Wealth Partners
Ohio
$320K +$1.33K +17 +0.4%
CIBC Private Wealth Group
283
CIBC Private Wealth Group
Georgia
$319K +$19.8K +256 +7%
FCH
284
Freestone Capital Holdings
Washington
$313K
WS
285
Wedbush Securities
California
$307K +$307K +3,926 New
PRC
286
Pearl River Capital
Michigan
$306K +$306K +3,910 New
Baird Financial Group
287
Baird Financial Group
Wisconsin
$305K +$7.97K +102 +3%
RGC
288
Roberts, Glore & Co
Illinois
$304K -$19.9K -255 -6%
CP
289
Covenant Partners
Tennessee
$303K -$8.21K -105 -3%
FAM
290
Formidable Asset Management
Ohio
$297K
Carson Wealth (CWM LLC)
291
Carson Wealth (CWM LLC)
Nebraska
$290K -$781 -10 -0.3%
KAS
292
Kestra Advisory Services
Texas
$285K +$37.8K +483 +15%
BFM
293
Boothbay Fund Management
New York
$280K +$280K +3,582 New
KI
294
Kapitalo Investimentos
Brazil
$276K +$276K +3,535 New
SC
295
SouthState Corp
Florida
$274K
UCFA
296
United Capital Financial Advisors
Texas
$272K -$16.6K -212 -6%
DC
297
Diametric Capital
Massachusetts
$271K +$271K +3,462 New
FFIC
298
First Fiduciary Investment Counsel
Ohio
$270K
SC
299
Sapient Capital
Indiana
$266K -$29.6K -379 -10%
CA
300
Cetera Advisors
Colorado
$265K +$265K +3,394 New