327 hedge funds and large institutions have $6.04B invested in Stifel in 2021 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 98 increasing their positions, 136 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
327
Holders Change
-14
Holders Change %
-4.11%
% of All Funds
5.74%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
31
Increased
98
Reduced
136
Closed
42
Calls
$19.3M
Puts
$3.87M
Net Calls
+$15.5M
Net Calls Change
-$180K
Name Holding Trade Value Shares
Change
Shares
Change %
EI
301
Ellevest Inc
New York
$19K -$2.48K -37 -12%
IA
302
IFP Advisors
Florida
$19K -$1.29K -19 -6%
LWM
303
Liberty Wealth Management
California
$19K +$3.89K +53 +26%
Bessemer Group
304
Bessemer Group
New Jersey
$15K
LWA
305
Lenox Wealth Advisors
New York
$13K
SSB
306
Sandy Spring Bank
Maryland
$13K
AF
307
Allworth Financial
California
$13K +$13K +184 New
HPC
308
HM Payson & Co
Maine
$13K +$13K +198 New
HCP
309
Hexagon Capital Partners
Arkansas
$9K
MGIM
310
M&G Investment Management
United Kingdom
$6.46K +$8 +111 +0.1%
PFGIA
311
Patriot Financial Group Insurance Agency
Massachusetts
$5K +$429 +6 +9%
DA
312
Denali Advisors
California
$5K +$1.71K +26 +52%
GPA
313
Guidance Point Advisors
Massachusetts
$5K +$5K +87 New
CWC
314
Carolinas Wealth Consulting
North Carolina
$4K
JFGIW
315
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$3K
NFG
316
Next Financial Group
Texas
$3K
ACM
317
AUA Capital Management
Pennsylvania
$2K
CAM
318
ClariVest Asset Management
California
$2K
WT
319
Washington Trust
Rhode Island
$2K
PWMG
320
Prestige Wealth Management Group
New Jersey
$2K
GWS
321
Glassman Wealth Services
Virginia
$2K +$1.25K +15 +167%
TPCW
322
TD Private Client Wealth
New York
$1.29K
WPA
323
West Paces Advisors
Georgia
$1.02K
AAP
324
Arax Advisory Partners
Colorado
$1K
BIA
325
Bell Investment Advisors
California
$1K +$1K +21 New