366 hedge funds and large institutions have $5.17B invested in Stifel in 2023 Q1 according to their latest regulatory filings, with 57 funds opening new positions, 139 increasing their positions, 123 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
366
Holders Change
+4
Holders Change %
+1.1%
% of All Funds
5.86%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
57
Increased
139
Reduced
123
Closed
44
Calls
$11.4M
Puts
$3.69M
Net Calls
+$7.67M
Net Calls Change
+$396K
Name Holding Trade Value Shares
Change
Shares
Change %
SSB
326
Sandy Spring Bank
Maryland
$11.7K
MA
327
Montag & Associates
Georgia
$10.3K
CSPIA
328
Cary Street Partners Investment Advisory
Virginia
$9.16K +$2.96K +50 +48%
ST
329
Sageworth Trust
Pennsylvania
$8.15K
LF
330
Lee Financial
Texas
$7.68K +$7.68K +130 New
QC
331
Quent Capital
New York
$7.33K
STCOSD
332
Sageworth Trust Company of South Dakota
South Dakota
$6.97K
PTC
333
Private Trust Company
Ohio
$6.44K -$4.08K -69 -39%
AF
334
Advisornet Financial
Minnesota
$6.15K -$1.12K -19 -15%
HWM
335
HighMark Wealth Management
Minnesota
$5.26K
JWA
336
JFS Wealth Advisors
Pennsylvania
$5.14K -$591 -10 -10%
Bessemer Group
337
Bessemer Group
New Jersey
$5K +$5K +80 New
CFD
338
Creative Financial Designs
Indiana
$4.43K +$4.43K +75 New
DA
339
Denali Advisors
California
$3.13K
SC
340
Schubert & Co
Texas
$3.13K +$473 +8 +18%
CWC
341
Carolinas Wealth Consulting
North Carolina
$3.01K
NA
342
NewEdge Advisors
Louisiana
$2.96K -$5.02K -85 -63%
FMII
343
Farmers & Merchants Investments Inc
Nebraska
$2.84K
HT
344
Headlands Technologies
Illinois
$2.48K +$2.48K +42 New
SIC
345
SJS Investment Consulting
Ohio
$1.89K -$59 -1 -3%
AAP
346
Arax Advisory Partners
Colorado
$1.75K +$58 +1 +3%
BIA
347
Bell Investment Advisors
California
$1.66K -$2.31K -39 -58%
PWMG
348
Prestige Wealth Management Group
New Jersey
$1.66K
DI
349
Disciplined Investments
Oklahoma
$1.66K +$118 +2 +8%
MPWT
350
MassMutual Private Wealth & Trust
Connecticut
$1.6K +$532 +9 +50%