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Stifel
SF

Overview Fund Activity

365 hedge funds and large institutions have $5.78B invested in Stifel in 2022 Q1 according to their latest regulatory filings, with 58 funds opening new positions, 128 increasing their positions, 122 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
365
Holders Change
+19
Holders Change %
+5.49%
% of All Funds
5.78%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.06%
New
58
Increased
128
Reduced
122
Closed
33
Calls
$24.1M
Puts
$23.3M
Net Calls
+$823K
Net Calls Change
-$10.4M

Top Buyers

1
Marshall Wace
Marshall Wace
United Kingdom
$88.9M
2
SCA
Southpoint Capital Advisors
New York
$34M
3
Prudential Financial
Prudential Financial
New Jersey
$61.2M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$24.7M
5
Allspring Global Investments
Allspring Global Investments
North Carolina
$54.7M

Top Sellers

1
BlackRock
BlackRock
New York
$793M
2
AllianceBernstein
AllianceBernstein
Tennessee
$223M
3
Invesco
Invesco
Georgia
$91.4M
4
Goldman Sachs
Goldman Sachs
New York
$93.3M
5
GC
Gillson Capital
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
ACM
351
AUA Capital Management
Pennsylvania
$2K +$286 +5 +17%
SC
352
Schubert & Co
Texas
$2K +$444 +6 +29%
DI
353
Disciplined Investments
Oklahoma
$2K +$2K +23 New
SWA
354
Sutton Wealth Advisors
Florida
$1.29K +$543 +8 +73%
WT
355
Washington Trust
Rhode Island
$1K -$95 -2 -9%
BWA
356
BDO Wealth Advisors
Florida
$1K – – –
CFB
357
Cullen/Frost Bankers
Texas
$1K – – –
AF
358
Advisornet Financial
Minnesota
$1K – – –
MCM
359
Manchester Capital Management
Vermont
$1K +$190 +4 +24%
MPWT
360
MassMutual Private Wealth & Trust
Connecticut
$1K +$1K +10 New
Bessemer Group
361
Bessemer Group
New Jersey
$1K +$1K +10 New
FMP
362
Financial Management Professionals
Texas
$1K +$1K +11 New
GC
363
Gillson Capital
Illinois
– -$15.8M -223,656 Closed
FC
364
Full18 Capital
Connecticut
– -$5.51M -75,545 Closed
CA
365
Capitolis Advisors
New York
– -$3.54M -50,238 Closed
CAMG
366
CWA Asset Management Group
Florida
– -$3.15M -44,724 Closed
DA
367
Duality Advisers
Florida
– -$2.96M -41,994 Closed
CCIA
368
Campbell & Co Investment Adviser
Maryland
– -$2.15M -30,517 Closed
EAM
369
Eagle Asset Management
Florida
– -$2.05M -29,087 Closed
BW
370
Bison Wealth
Georgia
– -$23K -22,853 Closed
MLICM
371
Metropolitan Life Insurance Company (MetLife)
New York
– -$1.31M -18,585 Closed
APG Asset Management
372
APG Asset Management
Netherlands
– -$1.09M -17,600 Closed
Pacer Advisors
373
Pacer Advisors
Pennsylvania
– -$1.05M -14,876 Closed
RA
374
Rational Advisors
New York
– -$950K -13,484 Closed
TI
375
Trexquant Investment
Connecticut
– -$727K -10,330 Closed
12 13 14
15
16