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Stifel
SF

Overview Fund Activity

435 hedge funds and large institutions have $7.35B invested in Stifel in 2024 Q2 according to their latest regulatory filings, with 59 funds opening new positions, 137 increasing their positions, 159 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
435
Holders Change
+1
Holders Change %
+0.23%
% of All Funds
6.33%
Holding in Top 10
7
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+133.33%
% of All Funds
0.1%
New
59
Increased
137
Reduced
159
Closed
54
Calls
$24.6M
Puts
$4.96M
Net Calls
+$19.6M
Net Calls Change
+$861K

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$564M
2
AllianceBernstein
AllianceBernstein
Tennessee
$257M
3
Wellington Management Group
Wellington Management Group
Massachusetts
$92.4M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
$58.7M
5
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$94M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
$292M
2
Millennium Management
Millennium Management
New York
$46.3M
3
Invesco
Invesco
Georgia
$71.4M
4
Macquarie Group
Macquarie Group
Australia
$141M
5
Principal Financial Group
Principal Financial Group
Iowa
$87.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
CP
276
Covenant Partners
Tennessee
$326K – – –
Carson Wealth (CWM LLC)
277
Carson Wealth (CWM LLC)
Nebraska
$319K +$7.06K +84 +2%
LCWP
278
Legacy Capital Wealth Partners
Arkansas
$312K +$312K +3,709 New
FAM
279
Formidable Asset Management
Ohio
$311K -$8.42K -100 -3%
RGC
280
Roberts, Glore & Co
Illinois
$311K -$16.8K -200 -5%
RJFSA
281
Raymond James Financial Services Advisors
Florida
$306K +$306K +3,631 New
FTWA
282
Fifth Third Wealth Advisors
Ohio
$294K +$294K +3,498 New
FFIC
283
First Fiduciary Investment Counsel
Ohio
$290K – – –
PWM
284
Perigon Wealth Management
California
$290K +$40.3K +479 +16%
TI
285
Tidal Investments
Wisconsin
$287K +$287K +3,410 New
SC
286
Sapient Capital
Indiana
$286K – – –
Two Sigma Advisers
287
Two Sigma Advisers
New York
$286K -$631K -7,500 -69%
AAM
288
Advisors Asset Management
Colorado
$279K +$122K +1,445 +77%
YIH
289
Y-Intercept (HK)
Hong Kong
$279K +$279K +3,311 New
KAS
290
Kestra Advisory Services
Texas
$270K -$36.9K -438 -12%
Kovitz Investment Group Partners
291
Kovitz Investment Group Partners
Illinois
$270K +$270K +3,205 New
NC
292
nVerses Capital
Florida
$269K +$269K +3,200 New
IWC
293
Integrated Wealth Concepts
Massachusetts
$264K +$673 +8 +0.3%
RCAG
294
Rehmann Capital Advisory Group
Michigan
$259K -$4.88K -58 -2%
DAS
295
Diversify Advisory Services
Utah
$258K +$7.2K +88 +3%
HWA
296
HCR Wealth Advisors
California
$257K – – –
HAG
297
HighPoint Advisor Group
Illinois
$257K +$6.24K +71 +2%
TWM
298
Trueblood Wealth Management
Ohio
$255K -$16.8K -200 -6%
IB
299
Intrust Bank
Kansas
$251K +$13.2K +157 +6%
CI Investments Inc
300
CI Investments Inc
Ontario, Canada
$249K -$12.4K -147 -5%
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