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Stifel
SF

Overview Fund Activity

346 hedge funds and large institutions have $6.17B invested in Stifel in 2021 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 122 increasing their positions, 119 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
346
Holders Change
+19
Holders Change %
+5.81%
% of All Funds
5.34%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.11%
New
58
Increased
122
Reduced
119
Closed
33
Calls
$12.8M
Puts
$1.56M
Net Calls
+$11.2M
Net Calls Change
-$4.23M

Top Buyers

1
BlackRock
BlackRock
New York
$891M
2
Millennium Management
Millennium Management
New York
$186M
3
Point72 Asset Management
Point72 Asset Management
Connecticut
$26.6M
4
Holocene Advisors
Holocene Advisors
New York
$16.1M
5
Vanguard Group
Vanguard Group
Pennsylvania
$684M

Top Sellers

1
Wells Fargo
Wells Fargo
California
$26.1M
2
AllianceBernstein
AllianceBernstein
Tennessee
$274M
3
Prudential Financial
Prudential Financial
New Jersey
$35.8M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
$12.8M
5
Macquarie Group
Macquarie Group
Australia
$310M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFO
326
CVA Family Office
Colorado
$5K +$5K +75 New
CWC
327
Carolinas Wealth Consulting
North Carolina
$4K – – –
GWS
328
Glassman Wealth Services
Virginia
$3K +$1.4K +21 +88%
NFG
329
Next Financial Group
Texas
$2K -$533 -8 -21%
WT
330
Washington Trust
Rhode Island
$2K -$609 -7 -23%
CAM
331
ClariVest Asset Management
California
$2K – – –
PWMG
332
Prestige Wealth Management Group
New Jersey
$2K – – –
ACM
333
AUA Capital Management
Pennsylvania
$2K +$267 +4 +15%
AAP
334
Arax Advisory Partners
Colorado
$2K +$1.38K +20 +222%
LF
335
Lee Financial
Texas
$2K +$2K +28 New
HNB
336
Huntington National Bank
Ohio
$2K +$2K +32 New
JWA
337
JFS Wealth Advisors
Pennsylvania
$2K +$2K +33 New
CFB
338
Cullen/Frost Bankers
Texas
$1K -$53.9K -970 -98%
JFGIW
339
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1K -$1K -20 -50%
BIA
340
Bell Investment Advisors
California
$1K – – –
BWA
341
BDO Wealth Advisors
Florida
$1K +$1K +12 New
MCM
342
Manchester Capital Management
Vermont
$1K +$1K +17 New
AF
343
Advisornet Financial
Minnesota
$1K +$1K +20 New
SC
344
Schubert & Co
Texas
$1K +$1K +21 New
SWA
345
Sutton Wealth Advisors
Florida
$775 +$775 +11 New
VRS
346
Virginia Retirement Systems
Virginia
$662 +$352 +5,000 +114%
Citadel Advisors
347
Citadel Advisors
Florida
– -$18.2M -268,154 Closed
Renaissance Technologies
348
Renaissance Technologies
New York
– -$17.3M -254,315 Closed
E
349
Ergoteles
New York
– -$13.2M -193,978 Closed
HF
350
HRT Financial
New York
– -$8M -117,776 Closed
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