365 hedge funds and large institutions have $5.33B invested in Stifel in 2023 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 129 increasing their positions, 130 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
365
Holders Change
-4
Holders Change %
-1.08%
% of All Funds
5.82%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
46
Increased
129
Reduced
130
Closed
45
Calls
$10.6M
Puts
$3.29M
Net Calls
+$7.31M
Net Calls Change
-$64K
Name Holding Trade Value Shares
Change
Shares
Change %
Bessemer Group
326
Bessemer Group
New Jersey
$10K +$61 +1 +0.6%
AF
327
Allworth Financial
California
$9.95K +$1.41K +23 +17%
CTC
328
Central Trust Company
Missouri
$9.16K +$9.16K +149 New
CFD
329
Creative Financial Designs
Indiana
$7.68K
MPWT
330
MassMutual Private Wealth & Trust
Connecticut
$7.43K +$2.64K +43 +55%
SFG
331
Steward Financial Group
Texas
$7K +$7K +116 New
PTC
332
Private Trust Company
Ohio
$6.39K
EWA
333
EverSource Wealth Advisors
Alabama
$6.39K +$1.72K +28 +37%
AGWCA
334
Annis Gardner Whiting Capital Advisors
Florida
$6.14K +$6.14K +100 New
JWA
335
JFS Wealth Advisors
Pennsylvania
$6.02K +$676 +11 +13%
BAAM
336
Baker Avenue Asset Management
California
$5.28K +$5.28K +86 New
CSPIA
337
Cary Street Partners Investment Advisory
Virginia
$4.92K +$614 +10 +14%
WTC
338
WhitTier Trust Company
Nevada
$4.67K +$1.78K +29 +62%
Mitsubishi UFJ Asset Management
339
Mitsubishi UFJ Asset Management
Japan
$3.75K +$3.75K +61 New
VWM
340
Venturi Wealth Management
Texas
$3.5K +$3.5K +57 New
PFA
341
Pathway Financial Advisers
Indiana
$3.34K +$3.34K +54 New
LFA
342
LGT Financial Advisors
Texas
$3.2K +$3.2K +52 New
CFB
343
Cullen/Frost Bankers
Texas
$2.95K
FMII
344
Farmers & Merchants Investments Inc
Nebraska
$2.83K -$123 -2 -4%
CWC
345
Carolinas Wealth Consulting
North Carolina
$2.45K
CAL
346
Capital Advisors Ltd
Ohio
$2K
BIA
347
Bell Investment Advisors
California
$1.97K +$1.23K +20 +167%
AAP
348
Arax Advisory Partners
Colorado
$1.82K
SIC
349
SJS Investment Consulting
Ohio
$1.78K +$430 +7 +32%
PWMG
350
Prestige Wealth Management Group
New Jersey
$1.72K