365 hedge funds and large institutions have $5.78B invested in Stifel in 2022 Q1 according to their latest regulatory filings, with 58 funds opening new positions, 128 increasing their positions, 122 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
365
Holders Change
+19
Holders Change %
+5.49%
% of All Funds
5.78%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.06%
New
58
Increased
128
Reduced
122
Closed
33
Calls
$24.1M
Puts
$23.3M
Net Calls
+$823K
Net Calls Change
-$10.4M
Name Holding Trade Value Shares
Change
Shares
Change %
EW
301
Evoke Wealth
California
$69K
QCG
302
Quadrant Capital Group
Ohio
$68K +$9.96K +146 +17%
S
303
SignatureFD
Georgia
$63K +$9.24K +135 +17%
UB
304
UMB Bank
Missouri
$62K
SOW
305
State of Wyoming
Wyoming
$53K -$64.4K -955 -55%
CI Investments Inc
306
CI Investments Inc
Ontario, Canada
$51K
CTC
307
Central Trust Company
Missouri
$51K +$17K +249 +50%
SGAM
308
Smith Group Asset Management
Texas
$43K -$2.36K -35 -5%
TPCW
309
TD Private Client Wealth
New York
$41.8K +$41.8K +615 New
FRA
310
Front Row Advisors
California
$38K -$1.02K -15 -3%
Nomura Asset Management
311
Nomura Asset Management
Japan
$35.6K +$35.6K +524 New
Lazard Asset Management
312
Lazard Asset Management
New York
$34K
FPS
313
Fieldpoint Private Securities
Connecticut
$32K -$1.37K -20 -4%
SIC
314
Salem Investment Counselors
North Carolina
$31K
STCOSD
315
Sageworth Trust Company of South Dakota
South Dakota
$31K
CFGS
316
Concourse Financial Group Securities
Alabama
$29K +$9.1K +133 +46%
EI
317
Ellevest Inc
New York
$28K -$11.7K -171 -29%
LC
318
Lindbrook Capital
California
$28K +$4.15K +61 +17%
FAG
319
Fortitude Advisory Group
Washington
$27K
RTC
320
Riverview Trust Company
Washington
$24K +$24K +348 New
WT
321
Whittier Trust
California
$23K
LAS
322
Lloyd Advisory Services
Georgia
$23K +$23K +337 New
CA
323
Clearstead Advisors
Ohio
$20K
C
324
Covestor
United Kingdom
$20K +$9.04K +132 +83%
GRP
325
Global Retirement Partners
California
$18K +$18K +296 New