362 hedge funds and large institutions have $5.03B invested in Stifel in 2022 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 113 increasing their positions, 137 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
362
Holders Change
+27
Holders Change %
+8.06%
% of All Funds
5.84%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
59
Increased
113
Reduced
137
Closed
30
Calls
$7.98M
Puts
$705K
Net Calls
+$7.27M
Net Calls Change
+$11.1M
Name Holding Trade Value Shares
Change
Shares
Change %
S
301
SignatureFD
Georgia
$33.7K -$14K -239 -29%
FRA
302
Front Row Advisors
California
$32K
EI
303
Ellevest Inc
New York
$31.4K +$6.07K +104 +24%
Nomura Asset Management
304
Nomura Asset Management
Japan
$30.6K
SIC
305
Salem Investment Counselors
North Carolina
$26.3K
CFGS
306
Concourse Financial Group Securities
Alabama
$22.5K -$175 -3 -0.8%
LC
307
Lindbrook Capital
California
$22.2K +$2.86K +49 +15%
BFEC
308
Benjamin F. Edwards & Company
Missouri
$22K
WT
309
Whittier Trust
California
$19.6K
JEST
310
JTC Employer Solutions Trustee
Jersey
$19K +$19K +321 New
BAM
311
Belpointe Asset Management
Nevada
$19K -$275K -4,717 -94%
ASN
312
Advisory Services Network
Georgia
$18.4K +$18.4K +316 New
Amundi
313
Amundi
France
$18.4K +$18.4K +299 New
GRP
314
Global Retirement Partners
California
$17.5K +$58 +1 +0.3%
CA
315
Clearstead Advisors
Ohio
$17.5K
PI
316
PEAK6 Investments
Illinois
$14.9K -$250K -4,283 -94%
ZIG
317
Zullo Investment Group
Pennsylvania
$13.4K +$58 +1 +0.4%
RTC
318
Riverview Trust Company
Washington
$13K +$13K +225 New
TWA
319
TCI Wealth Advisors
Arizona
$12.8K +$12.4K +212 +3,029%
EWA
320
EverSource Wealth Advisors
Alabama
$11.7K +$11.7K +201 New
SSB
321
Sandy Spring Bank
Maryland
$11.6K
FGAM
322
Financial Gravity Asset Management
Texas
$10.8K -$57K -306 -84%
CFO
323
CVA Family Office
Colorado
$10.5K +$292 +5 +3%
MA
324
Montag & Associates
Georgia
$10.2K +$10.2K +174 New
PTC
325
Private Trust Company
Ohio
$10K +$1.29K +23 +15%