369 hedge funds and large institutions have $5.15B invested in Stifel in 2023 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 119 increasing their positions, 146 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
369
Holders Change
+3
Holders Change %
+0.82%
% of All Funds
5.82%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
40
Increased
119
Reduced
146
Closed
37
Calls
$8.62M
Puts
$1.25M
Net Calls
+$7.38M
Net Calls Change
-$294K
Name Holding Trade Value Shares
Change
Shares
Change %
CWM
301
CarsonAllaria Wealth Management
Illinois
$81.1K +$478 +8 +0.6%
QCG
302
Quadrant Capital Group
Ohio
$80.9K -$14.3K -240 -15%
LFG
303
Larson Financial Group
Missouri
$71.3K +$7.04K +118 +11%
HFM
304
Harvest Fund Management
China
$70K
HNB
305
Huntington National Bank
Ohio
$59.8K +$4.48K +75 +8%
SOW
306
State of Wyoming
Wyoming
$54.2K +$14.1K +236 +35%
AssetMark Inc
307
AssetMark Inc
California
$48.2K
S
308
SignatureFD
Georgia
$46.2K -$537 -9 -1%
LTI
309
Laffer Tengler Investments
Tennessee
$46.1K
BTI
310
Blue Trust Inc
Georgia
$44K -$140K -2,363 -76%
UB
311
UMB Bank
Missouri
$40.8K
C
312
Covestor
United Kingdom
$38K -$17K -287 -31%
FRA
313
Front Row Advisors
California
$35K -$471 -8 -1%
CFGS
314
Concourse Financial Group Securities
Alabama
$33.7K +$5.19K +87 +18%
Nomura Asset Management
315
Nomura Asset Management
Japan
$31.3K
SIC
316
Salem Investment Counselors
North Carolina
$26.9K
LC
317
Lindbrook Capital
California
$22.4K -$656 -11 -3%
QL
318
Quarry LP
New York
$22.2K -$739K -12,392 -97%
BFEC
319
Benjamin F. Edwards & Company
Missouri
$22K
Point72 Asset Management
320
Point72 Asset Management
Connecticut
$20.2K -$887K -14,869 -98%
WT
321
Whittier Trust
California
$20K
FHA
322
First Horizon Advisors
Tennessee
$19.3K
JEST
323
JTC Employer Solutions Trustee
Jersey
$19K
GRP
324
Global Retirement Partners
California
$18.5K +$477 +8 +3%
IA
325
IFP Advisors
Florida
$17.5K +$1.55K +26 +10%