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Stifel
SF

Overview Fund Activity

346 hedge funds and large institutions have $6.17B invested in Stifel in 2021 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 122 increasing their positions, 119 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
346
Holders Change
+19
Holders Change %
+5.81%
% of All Funds
5.34%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.11%
New
58
Increased
122
Reduced
119
Closed
33
Calls
$12.8M
Puts
$1.56M
Net Calls
+$11.2M
Net Calls Change
-$4.23M

Top Buyers

1
BlackRock
BlackRock
New York
$891M
2
Millennium Management
Millennium Management
New York
$186M
3
Point72 Asset Management
Point72 Asset Management
Connecticut
$26.6M
4
Holocene Advisors
Holocene Advisors
New York
$16.1M
5
Vanguard Group
Vanguard Group
Pennsylvania
$684M

Top Sellers

1
Wells Fargo
Wells Fargo
California
$26.1M
2
AllianceBernstein
AllianceBernstein
Tennessee
$274M
3
Prudential Financial
Prudential Financial
New Jersey
$35.8M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
$12.8M
5
Macquarie Group
Macquarie Group
Australia
$310M
Name Holding Trade Value Shares
Change 		Shares
Change %
STCOSD
301
Sageworth Trust Company of South Dakota
South Dakota
$32K +$32K +457 New
FAG
302
Fortitude Advisory Group
Washington
$28K +$28K +401 New
LC
303
Lindbrook Capital
California
$25K – – –
CWS
304
Confluence Wealth Services
Pennsylvania
$25K +$25K +361 New
WT
305
Whittier Trust
California
$24K – – –
BW
306
Bison Wealth
Georgia
$23K – – –
CA
307
Clearstead Advisors
Ohio
$21K -$25.1K -359 -54%
DFCM
308
Dark Forest Capital Management
Puerto Rico
$21K -$13.5K -188 -39%
AF
309
Allworth Financial
California
$21K +$8.25K +119 +65%
CFGS
310
Concourse Financial Group Securities
Alabama
$20K -$6.6K -96 -25%
IA
311
IFP Advisors
Florida
$19K – – –
ZIG
312
Zullo Investment Group
Pennsylvania
$16K +$16K +228 New
SSB
313
Sandy Spring Bank
Maryland
$14K – – –
CT
314
Cambridge Trust
Massachusetts
$14K +$14K +195 New
LWA
315
Lenox Wealth Advisors
New York
$13K – – –
C
316
Covestor
United Kingdom
$11K +$11K +160 New
ST
317
Sageworth Trust
Pennsylvania
$10K -$33.5K -462 -77%
HCP
318
Hexagon Capital Partners
Arkansas
$9K – – –
QC
319
Quent Capital
New York
$9K +$9K +124 New
Manulife (Manufacturers Life Insurance)
320
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$8.28K -$215 -3,049 -3%
TSW
321
Thompson Siegel & Walmsley
Virginia
$7K +$7K +100 New
SCA
322
Snowden Capital Advisors
New York
$7K +$7K +103 New
PFGIA
323
Patriot Financial Group Insurance Agency
Massachusetts
$5K – – –
DA
324
Denali Advisors
California
$5K – – –
Carson Wealth (CWM LLC)
325
Carson Wealth (CWM LLC)
Nebraska
$5K +$5K +71 New
11 12
13
14 15