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Stifel
SF

Overview Fund Activity

435 hedge funds and large institutions have $7.35B invested in Stifel in 2024 Q2 according to their latest regulatory filings, with 59 funds opening new positions, 137 increasing their positions, 159 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
435
Holders Change
+1
Holders Change %
+0.23%
% of All Funds
6.33%
Holding in Top 10
7
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+133.33%
% of All Funds
0.1%
New
59
Increased
137
Reduced
159
Closed
54
Calls
$24.6M
Puts
$4.96M
Net Calls
+$19.6M
Net Calls Change
+$861K

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$564M
2
AllianceBernstein
AllianceBernstein
Tennessee
$257M
3
Wellington Management Group
Wellington Management Group
Massachusetts
$92.4M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
$58.7M
5
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$94M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
$292M
2
Millennium Management
Millennium Management
New York
$46.3M
3
Invesco
Invesco
Georgia
$71.4M
4
Macquarie Group
Macquarie Group
Australia
$141M
5
Principal Financial Group
Principal Financial Group
Iowa
$87.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
TRCT
301
Tower Research Capital (TRC)
New York
$247K -$292K -3,471 -54%
CIBC Asset Management
302
CIBC Asset Management
Ontario, Canada
$245K – – –
PAG
303
Private Advisor Group
New Jersey
$245K +$4.71K +56 +2%
HFM
304
Harvest Fund Management
China
$245K – – –
CA
305
Clearstead Advisors
Ohio
$243K +$243K +2,893 New
WorldQuant Millennium Advisors
306
WorldQuant Millennium Advisors
New York
$239K +$239K +2,846 New
IA
307
IFP Advisors
Florida
$239K -$2.78K -33 -1%
MCM
308
MAI Capital Management
Ohio
$238K -$3.37K -40 -1%
BB
309
Busey Bank
Illinois
$236K – – –
SI
310
Stephens Inc
Arkansas
$235K – – –
JSW
311
Journey Strategic Wealth
New Jersey
$234K +$234K +2,780 New
PA
312
Parallel Advisors
California
$228K +$337 +4 +0.1%
FTDI
313
First Trust Direct Indexing
Massachusetts
$226K +$226K +2,687 New
ES
314
ETF Store
Kansas
$225K +$225K +2,672 New
UAML
315
US Asset Management LLC
Pennsylvania
$224K -$1.43K -17 -0.6%
PA
316
Profund Advisors
Maryland
$224K -$24.7K -294 -10%
PGFC
317
Peapack-Gladstone Financial Corp
New Jersey
$223K +$223K +2,649 New
CIBC Private Wealth Group
318
CIBC Private Wealth Group
Georgia
$220K -$115K -1,413 -34%
FFM
319
Forum Financial Management
Illinois
$219K +$1.26K +15 +0.6%
VA
320
Vident Advisory
Georgia
$218K +$218K +2,590 New
MYAM
321
Meiji Yasuda Asset Management
Japan
$217K -$2.69K -32 -1%
CG
322
Caprock Group
Idaho
$217K +$217K +2,578 New
RWP
323
RWA Wealth Partners
Massachusetts
$216K – – –
MGP
324
Metis Global Partners
California
$216K – – –
KBC Group
325
KBC Group
Belgium
$215K +$24.2K +288 +13%
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