434 hedge funds and large institutions have $6.67B invested in Stifel in 2024 Q1 according to their latest regulatory filings, with 90 funds opening new positions, 140 increasing their positions, 136 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
434
Holders Change
+56
Holders Change %
+14.81%
% of All Funds
6.29%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
90
Increased
140
Reduced
136
Closed
32
Calls
$23.2M
Puts
$4.46M
Net Calls
+$18.7M
Net Calls Change
+$10.3M
Name Holding Trade Value Shares
Change
Shares
Change %
BC
301
Bridgefront Capital
Texas
$265K +$265K +3,385 New
DM
302
Deerfield Management
New York
$259K +$259K +3,313 New
OTL
303
Oak Thistle LLC
New York
$256K +$256K +3,277 New
TWM
304
Trueblood Wealth Management
Ohio
$253K
GFS
305
GYL Financial Synergies
Connecticut
$251K +$251K +3,217 New
RCAG
306
Rehmann Capital Advisory Group
Michigan
$246K +$246K +3,141 New
IWC
307
Integrated Wealth Concepts
Massachusetts
$245K +$245K +3,131 New
CI Investments Inc
308
CI Investments Inc
Ontario, Canada
$243K +$54.2K +693 +29%
HWA
309
HCR Wealth Advisors
California
$239K
DAS
310
Diversify Advisory Services
Utah
$237K +$237K +3,065 New
HAG
311
HighPoint Advisor Group
Illinois
$236K +$2.65K +32 +1%
PWM
312
Perigon Wealth Management
California
$232K +$232K +2,965 New
PA
313
Profund Advisors
Maryland
$231K +$231K +2,950 New
SM
314
Sciencast Management
New Jersey
$228K -$711K -9,090 -76%
CIBC Asset Management
315
CIBC Asset Management
Ontario, Canada
$228K
HFM
316
Harvest Fund Management
China
$228K +$136K +1,737 +147%
Northwestern Mutual Wealth Management
317
Northwestern Mutual Wealth Management
Wisconsin
$227K +$78 +1 +0%
Osaic Holdings
318
Osaic Holdings
Arizona
$226K -$1.88M -24,026 -89%
IA
319
IFP Advisors
Florida
$225K +$62.9K +805 +39%
MCM
320
MAI Capital Management
Ohio
$224K +$224K +2,867 New
PAG
321
Private Advisor Group
New Jersey
$223K +$223K +2,855 New
IB
322
Intrust Bank
Kansas
$221K +$221K +2,827 New
BB
323
Busey Bank
Illinois
$220K +$220K +2,810 New
SI
324
Stephens Inc
Arkansas
$218K +$218K +2,795 New
FFA
325
Farther Finance Advisors
California
$215K +$201K +2,597 +1,443%