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Stifel
SF

Overview Fund Activity

378 hedge funds and large institutions have $6.01B invested in Stifel in 2023 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 101 increasing their positions, 167 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
378
Holders Change
+13
Holders Change %
+3.56%
% of All Funds
5.54%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
60
Increased
101
Reduced
167
Closed
41
Calls
$13.1M
Puts
$4.64M
Net Calls
+$8.42M
Net Calls Change
+$1.11M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$353M
2
Millennium Management
2
Millennium Management
New York
$182M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$180M
4
CCM
4
Channing Capital Management
Illinois
$78.1M
5
Norges Bank
5
Norges Bank
Norway
$84.4M

Top Sellers

1
AllianceBernstein
1
AllianceBernstein
Tennessee
$157M
2
Marshall Wace
2
Marshall Wace
United Kingdom
$0
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$696M
4
Fisher Asset Management
4
Fisher Asset Management
Washington
$97.1M
5
BlackRock
5
BlackRock
New York
$623M
Name Holding Trade Value Shares
Change 		Shares
Change %
HFM
301
Harvest Fund Management
China
$81K – – –
S
302
SignatureFD
Georgia
$71.2K +$16.2K +234 +29%
NA
303
NewEdge Advisors
Louisiana
$60.3K +$38.2K +552 +173%
RIL
304
Rothschild Investment LLC
Illinois
$52.9K +$52.9K +765 New
BGAI
305
Bruce G. Allen Investments
Colorado
$52.6K +$52.6K +760 New
MA
306
Montag & Associates
Georgia
$52.5K +$40.5K +585 +336%
Nomura Asset Management
307
Nomura Asset Management
Japan
$50.5K – – –
HNB
308
Huntington National Bank
Ohio
$48.9K -$1.38K -20 -3%
AS
309
Altshuler Shaham
Israel
$45.9K -$17.4K -251 -27%
FHA
310
First Horizon Advisors
Tennessee
$44.3K – – –
UB
311
UMB Bank
Missouri
$42.7K -$4.56K -66 -10%
CFGS
312
Concourse Financial Group Securities
Alabama
$41.8K +$1.73K +25 +4%
SIC
313
Salem Investment Counselors
North Carolina
$31.1K – – –
LC
314
Lindbrook Capital
California
$26.6K -$2.14K -31 -7%
BFEC
315
Benjamin F. Edwards & Company
Missouri
$26K – – –
GRP
316
Global Retirement Partners
California
$25.7K +$1.59K +23 +7%
WT
317
Whittier Trust
California
$23.2K – – –
ASN
318
Advisory Services Network
Georgia
$22.3K +$22.3K +323 New
JEST
319
JTC Employer Solutions Trustee
Jersey
$22K – – –
NS
320
NBC Securities
Alabama
$22K – – –
C
321
Covestor
United Kingdom
$22K +$1.65K +24 +8%
QC
322
Quent Capital
New York
$21.4K +$4.43K +64 +26%
GI
323
GAMMA Investing
California
$20.1K +$20.1K +276 New
PCMC
324
Planning Capital Management Corporation
Pennsylvania
$15.5K +$15.5K +224 New
AF
325
Allworth Financial
California
$14K +$2.84K +41 +25%
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