366 hedge funds and large institutions have $5.17B invested in Stifel in 2023 Q1 according to their latest regulatory filings, with 57 funds opening new positions, 139 increasing their positions, 123 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
366
Holders Change
+4
Holders Change %
+1.1%
% of All Funds
5.86%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
57
Increased
139
Reduced
123
Closed
44
Calls
$11.4M
Puts
$3.69M
Net Calls
+$7.67M
Net Calls Change
+$396K
Name Holding Trade Value Shares
Change
Shares
Change %
HNB
301
Huntington National Bank
Ohio
$54.8K +$2.42K +41 +5%
AssetMark Inc
302
AssetMark Inc
California
$47.7K
S
303
SignatureFD
Georgia
$46.3K +$12.2K +207 +36%
LTI
304
Laffer Tengler Investments
Tennessee
$45.7K
BAM
305
Belpointe Asset Management
Nevada
$40.6K +$21.4K +362 +111%
UB
306
UMB Bank
Missouri
$40.4K -$11.9K -201 -23%
SOW
307
State of Wyoming
Wyoming
$39.7K +$1.12K +19 +3%
FRA
308
Front Row Advisors
California
$36K +$2.87K +48 +9%
EI
309
Ellevest Inc
New York
$34.8K +$3.01K +51 +9%
Nomura Asset Management
310
Nomura Asset Management
Japan
$31K
CFGS
311
Concourse Financial Group Securities
Alabama
$28.2K +$5.5K +93 +24%
SIC
312
Salem Investment Counselors
North Carolina
$26.6K
LC
313
Lindbrook Capital
California
$22.8K +$355 +6 +2%
BFEC
314
Benjamin F. Edwards & Company
Missouri
$22K
WT
315
Whittier Trust
California
$19.9K
FHA
316
First Horizon Advisors
Tennessee
$19.1K -$22.2K -376 -54%
JEST
317
JTC Employer Solutions Trustee
Jersey
$19K
ASN
318
Advisory Services Network
Georgia
$18.8K +$118 +2 +0.6%
GRP
319
Global Retirement Partners
California
$17.2K +$114 +2 +0.7%
EWA
320
EverSource Wealth Advisors
Alabama
$16.1K +$4.26K +72 +36%
IA
321
IFP Advisors
Florida
$15.9K -$111K -1,867 -87%
AF
322
Allworth Financial
California
$15.3K +$9.28K +157 +154%
RTC
323
Riverview Trust Company
Washington
$13.3K
TWA
324
TCI Wealth Advisors
Arizona
$13K +$59 +1 +0.5%
IAIM
325
International Assets Investment Management
Florida
$12.1K +$12.1K +503 New