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Stifel
SF

Overview Fund Activity

335 hedge funds and large institutions have $4.64B invested in Stifel in 2022 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 128 increasing their positions, 130 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
335
Holders Change
-17
Holders Change %
-4.83%
% of All Funds
5.79%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
29
Increased
128
Reduced
130
Closed
41
Calls
$4.52M
Puts
$8.37M
Net Calls
-$3.86M
Net Calls Change
+$1.16M

Top Buyers

1
EVM
1
Eaton Vance Management
Massachusetts
$120M
2
AllianceBernstein
2
AllianceBernstein
Tennessee
$196M
3
Goldman Sachs
3
Goldman Sachs
New York
$104M
4
Citadel Advisors
4
Citadel Advisors
Florida
$27M
5
SSA
5
Schonfeld Strategic Advisors
New York
$24.1M

Top Sellers

1
BlackRock
1
BlackRock
New York
$561M
2
Assenagon Asset Management
2
Assenagon Asset Management
Luxembourg
$9.11M
3
Holocene Advisors
3
Holocene Advisors
New York
$8.32M
4
Prudential Financial
4
Prudential Financial
New Jersey
$7.02M
5
Point72 Asset Management
5
Point72 Asset Management
Connecticut
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
IAIM
301
Industrial Alliance Investment Management
Quebec, Canada
$10K +$10K +197 New
CFO
302
CVA Family Office
Colorado
$9K +$3.86K +75 +75%
PTC
303
Private Trust Company
Ohio
$8K – – –
HCP
304
Hexagon Capital Partners
Arkansas
$7K – – –
ST
305
Sageworth Trust
Pennsylvania
$7K – – –
STCOSD
306
Sageworth Trust Company of South Dakota
South Dakota
$6K -$4.22K -83 -41%
QC
307
Quent Capital
New York
$6K – – –
Parallax Volatility Advisers
308
Parallax Volatility Advisers
California
$5K – – –
HWM
309
HighMark Wealth Management
Minnesota
$5K +$2.25K +40 +82%
JWA
310
JFS Wealth Advisors
Pennsylvania
$5K +$2.71K +57 +119%
CWC
311
Carolinas Wealth Consulting
North Carolina
$3K – – –
BIA
312
Bell Investment Advisors
California
$3K +$923 +20 +44%
MPWT
313
MassMutual Private Wealth & Trust
Connecticut
$3K +$1.12K +22 +59%
DA
314
Denali Advisors
California
$3K +$3K +53 New
Bank of Montreal
315
Bank of Montreal
Ontario, Canada
$2.27K -$41 -701 -2%
FMII
316
Farmers & Merchants Investments Inc
Nebraska
$2K -$4.29K -103 -68%
SC
317
Schubert & Co
Texas
$2K -$261 -6 -12%
ACM
318
AUA Capital Management
Pennsylvania
$2K -$205 -4 -9%
AAP
319
Arax Advisory Partners
Colorado
$2K – – –
DI
320
Disciplined Investments
Oklahoma
$2K +$667 +10 +50%
AF
321
Allworth Financial
California
$1K -$11.3K -192 -92%
AF
322
Advisornet Financial
Minnesota
$1K -$1.8K -45 -64%
GWS
323
Glassman Wealth Services
Virginia
$1K – – –
NL
324
NVWM LLC
Pennsylvania
$1K – – –
BWA
325
BDO Wealth Advisors
Florida
$1K – – –
11 12
13
14 15