378 hedge funds and large institutions have $6.01B invested in Stifel in 2023 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 101 increasing their positions, 167 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
378
Holders Change
+13
Holders Change %
+3.56%
% of All Funds
5.54%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
60
Increased
101
Reduced
167
Closed
41
Calls
$13.1M
Puts
$4.64M
Net Calls
+$8.42M
Net Calls Change
+$1.11M
Name Holding Trade Value Shares
Change
Shares
Change %
SSB
326
Sandy Spring Bank
Maryland
$13.7K
LF
327
Lee Financial
Texas
$12.8K
FFA
328
Farther Finance Advisors
California
$12.4K +$12K +173 +2,471%
DJSG
329
D.J. St. Germain
Massachusetts
$11.4K +$11.4K +165 New
CPG
330
Cornerstone Planning Group
New Jersey
$11.1K -$346 -5 -3%
Bessemer Group
331
Bessemer Group
New Jersey
$11K -$67 -1 -0.6%
MPWT
332
MassMutual Private Wealth & Trust
Connecticut
$10.6K +$2.21K +32 +26%
CTC
333
Central Trust Company
Missouri
$10.3K
FFO
334
Fortitude Family Office
Arizona
$10.2K +$10.2K +147 New
MCM
335
Manchester Capital Management
Vermont
$9.41K +$7.75K +112 +467%
WIA
336
Wetzel Investment Advisors
Indiana
$9K +$9K +135 New
CFD
337
Creative Financial Designs
Indiana
$8.64K
LFG
338
Larson Financial Group
Missouri
$8.46K -$74.4K -1,073 -90%
AGWCA
339
Annis Gardner Whiting Capital Advisors
Florida
$6.92K
FFA
340
Frazier Financial Advisors
Ohio
$6.5K +$6.5K +94 New
JWA
341
JFS Wealth Advisors
Pennsylvania
$6.16K -$622 -9 -9%
WTC
342
WhitTier Trust Company
Nevada
$5.32K +$69 +1 +1%
PTC
343
Private Trust Company
Ohio
$4.77K -$2.42K -35 -34%
Mitsubishi UFJ Asset Management
344
Mitsubishi UFJ Asset Management
Japan
$4.15K
BIA
345
Bell Investment Advisors
California
$3.94K +$1.73K +25 +78%
PFA
346
Pathway Financial Advisers
Indiana
$3.78K +$69 +1 +2%
LFA
347
LGT Financial Advisors
Texas
$3.6K
CFB
348
Cullen/Frost Bankers
Texas
$3.32K
FMII
349
Farmers & Merchants Investments Inc
Nebraska
$3.18K
CWC
350
Carolinas Wealth Consulting
North Carolina
$2.77K -$207 -3 -7%