365 hedge funds and large institutions have $5.33B invested in Stifel in 2023 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 129 increasing their positions, 130 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
365
Holders Change
-4
Holders Change %
-1.08%
% of All Funds
5.82%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
46
Increased
129
Reduced
130
Closed
45
Calls
$10.6M
Puts
$3.29M
Net Calls
+$7.31M
Net Calls Change
-$64K
Name Holding Trade Value Shares
Change
Shares
Change %
HFM
301
Harvest Fund Management
China
$72K
AS
302
Altshuler Shaham
Israel
$56.2K -$35.9K -585 -39%
S
303
SignatureFD
Georgia
$48.9K +$1.29K +21 +3%
Nomura Asset Management
304
Nomura Asset Management
Japan
$44.9K +$12.7K +206 +39%
HNB
305
Huntington National Bank
Ohio
$44.7K -$17K -276 -28%
UB
306
UMB Bank
Missouri
$42K
FHA
307
First Horizon Advisors
Tennessee
$39.3K +$19.4K +316 +98%
FRA
308
Front Row Advisors
California
$37.5K +$1.04K +17 +3%
CFGS
309
Concourse Financial Group Securities
Alabama
$35.6K +$922 +15 +3%
FCA
310
FinTrust Capital Advisors
South Carolina
$30.4K +$30.4K +494 New
SIC
311
Salem Investment Counselors
North Carolina
$27.6K
LC
312
Lindbrook Capital
California
$25.5K +$2.46K +40 +11%
BFEC
313
Benjamin F. Edwards & Company
Missouri
$23K
WT
314
Whittier Trust
California
$20.6K
GRP
315
Global Retirement Partners
California
$20.5K +$2.29K +39 +13%
JEST
316
JTC Employer Solutions Trustee
Jersey
$20K
NA
317
NewEdge Advisors
Louisiana
$19.6K +$14.4K +234 +275%
NS
318
NBC Securities
Alabama
$19K +$19K +322 New
C
319
Covestor
United Kingdom
$18K -$21K -345 -54%
QC
320
Quent Capital
New York
$15.1K +$7.5K +122 +98%
RTC
321
Riverview Trust Company
Washington
$13.8K
SSB
322
Sandy Spring Bank
Maryland
$12.2K
LF
323
Lee Financial
Texas
$11.4K
MA
324
Montag & Associates
Georgia
$10.7K
CPG
325
Cornerstone Planning Group
New Jersey
$10.1K -$1.35K -22 -12%