441 hedge funds and large institutions have $8.15B invested in Stifel in 2024 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 155 increasing their positions, 164 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
441
Holders Change
+6
Holders Change %
+1.38%
% of All Funds
6.38%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.12%
New
45
Increased
155
Reduced
164
Closed
38
Calls
$24.5M
Puts
$5.22M
Net Calls
+$19.2M
Net Calls Change
-$351K
Name Holding Trade Value Shares
Change
Shares
Change %
SCM
276
Sterling Capital Management
North Carolina
$356K +$356K +3,786 New
LCWP
277
Legacy Capital Wealth Partners
Arkansas
$352K +$3.47K +37 +1%
FAM
278
Formidable Asset Management
Ohio
$347K
BTI
279
Blue Trust Inc
Georgia
$338K -$402K -4,781 -54%
FTWA
280
Fifth Third Wealth Advisors
Ohio
$331K +$2.54K +27 +0.8%
RGC
281
Roberts, Glore & Co
Illinois
$326K -$20.2K -215 -6%
DAS
282
Diversify Advisory Services
Utah
$326K +$9.35K +93 +3%
FFIC
283
First Fiduciary Investment Counsel
Ohio
$324K
PWM
284
Perigon Wealth Management
California
$317K -$6.2K -66 -2%
AAM
285
Advisors Asset Management
Colorado
$316K +$4.41K +47 +1%
SMC
286
Smith, Moore & Co
Missouri
$314K -$170K -1,807 -35%
CI Investments Inc
287
CI Investments Inc
Ontario, Canada
$312K +$33.9K +361 +12%
HAG
288
HighPoint Advisor Group
Illinois
$307K +$5.37K +52 +2%
KAS
289
Kestra Advisory Services
Texas
$307K +$5.07K +54 +2%
RCAG
290
Rehmann Capital Advisory Group
Michigan
$306K +$14.3K +151 +5%
NC
291
nVerses Capital
Florida
$300K
VWA
292
Visionary Wealth Advisors
Illinois
$299K +$299K +3,187 New
UCFA
293
United Capital Financial Advisors
Texas
$298K -$81.9K -872 -22%
SMA
294
Sage Mountain Advisors
Georgia
$288K +$288K +3,062 New
HWA
295
HCR Wealth Advisors
California
$287K
MAM
296
Martingale Asset Management
Massachusetts
$286K -$5.52M -58,735 -95%
FCH
297
Freestone Capital Holdings
Washington
$284K -$91.6K -975 -24%
CIBC Asset Management
298
CIBC Asset Management
Ontario, Canada
$283K +$9.58K +102 +3%
BB
299
Busey Bank
Illinois
$282K +$18.4K +196 +7%
IWC
300
Integrated Wealth Concepts
Massachusetts
$275K -$19.6K -209 -7%