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Stifel
SF

Overview Fund Activity

434 hedge funds and large institutions have $6.67B invested in Stifel in 2024 Q1 according to their latest regulatory filings, with 90 funds opening new positions, 140 increasing their positions, 136 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
434
Holders Change
+56
Holders Change %
+14.81%
% of All Funds
6.29%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
90
Increased
140
Reduced
136
Closed
32
Calls
$23.2M
Puts
$4.46M
Net Calls
+$18.7M
Net Calls Change
+$10.3M

Top Buyers

1
Marshall Wace
Marshall Wace
United Kingdom
$57.6M
2
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$54.9M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$238M
4
Vanguard Group
Vanguard Group
Pennsylvania
$818M
5
Invesco
Invesco
Georgia
$98.7M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$200M
2
Millennium Management
Millennium Management
New York
$103M
3
Victory Capital Management
Victory Capital Management
Texas
$7.39M
4
First Trust Advisors
First Trust Advisors
Illinois
$12.1M
5
Goldman Sachs
Goldman Sachs
New York
$47.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
PA
326
Parallel Advisors
California
$211K +$78 +1 +0%
UAML
327
US Asset Management LLC
Pennsylvania
$209K +$209K +2,674 New
AG
328
AIA Group
Hong Kong
$205K -$616K -7,877 -75%
MYAM
329
Meiji Yasuda Asset Management
Japan
$204K +$204K +2,613 New
FFM
330
Forum Financial Management
Illinois
$202K +$202K +2,583 New
M&T Bank
331
M&T Bank
New York
$201K +$201K +2,572 New
RWP
332
RWA Wealth Partners
Massachusetts
$201K +$201K +2,572 New
MGP
333
Metis Global Partners
California
$201K +$201K +2,566 New
IWA
334
Icon Wealth Advisors
Texas
$188K +$14.5K +186 +8%
BTI
335
Blue Trust Inc
Georgia
$187K +$20.5K +262 +12%
KBC Group
336
KBC Group
Belgium
$178K +$39.8K +508 +29%
CTB
337
Country Trust Bank
Illinois
$176K – – –
TPCW
338
TD Private Client Wealth
New York
$167K -$103K -1,316 -38%
AAM
339
Advisors Asset Management
Colorado
$146K +$146K +1,873 New
QCG
340
Quadrant Capital Group
Ohio
$142K +$3.36K +43 +2%
AWM
341
Avior Wealth Management
Nebraska
$119K +$119K +1,525 New
SOW
342
State of Wyoming
Wyoming
$113K -$7.35K -94 -6%
DekaBank Deutsche Girozentrale
343
DekaBank Deutsche Girozentrale
Germany
$113K +$113K +1,489 New
PS
344
Principal Securities
Iowa
$112K -$782 -10 -0.7%
CWM
345
CarsonAllaria Wealth Management
Illinois
$107K +$626 +8 +0.6%
CFM
346
Catalyst Funds Management
Australia
$93.8K +$93.8K +1,200 New
HNB
347
Hilltop National Bank
Wyoming
$92K +$92K +1,177 New
S
348
SignatureFD
Georgia
$85.4K +$4.85K +62 +6%
HNB
349
Huntington National Bank
Ohio
$67.7K +$12.4K +159 +22%
QL
350
Quarry LP
New York
$62.3K +$62.3K +797 New
12 13
14
15 16