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Stifel
SF

Overview Fund Activity

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

Top Buyers

1
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$98.1M
2
GKIM
GW&K Investment Management
Massachusetts
$73.5M
3
ACL
Azora Capital LP
Florida
$26.1M
4
SAM
Silvercrest Asset Management
New York
$88.4M
5
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
$17.4M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
$73.7M
2
Millennium Management
Millennium Management
New York
$114M
3
AllianceBernstein
AllianceBernstein
Tennessee
$164M
4
SCA
Southpoint Capital Advisors
New York
$0
5
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$12M
Name Holding Trade Value Shares
Change 		Shares
Change %
MFT
351
Moisand Fitzgerald Tamayo
Florida
$1.48K – – –
WT
352
Washington Trust
Rhode Island
$1.48K – – –
MCM
353
Manchester Capital Management
Vermont
$1.42K – – –
HCP
354
Hexagon Capital Partners
Arkansas
$1.42K -$6.26K -106 -82%
RFG
355
RFP Financial Group
Georgia
$1.42K – – –
MIA
356
Milestone Investment Advisors
Wisconsin
$1.18K +$1.18K +20 New
CAL
357
Capital Advisors Ltd
Ohio
$1K +$1K +24 New
GWS
358
Glassman Wealth Services
Virginia
$945 +$236 +4 +33%
CFO
359
CVA Family Office
Colorado
$886 -$9.75K -165 -92%
SWM
360
Spire Wealth Management
Virginia
$886 – – –
BWA
361
BDO Wealth Advisors
Florida
$710 – – –
2L
362
25 LLC
Missouri
$522 +$522 +9 New
FFA
363
Farther Finance Advisors
California
$473 -$3.96K -67 -89%
TWP
364
TFO Wealth Partners
Ohio
$355 -$828 -14 -70%
FGAM
365
Financial Gravity Asset Management
Texas
$294 +$5 +1 +2%
TFM
366
TFC Financial Management
Massachusetts
$178 +$178 +3 New
SCA
367
Southpoint Capital Advisors
New York
– -$35M -600,000 Closed
Renaissance Technologies
368
Renaissance Technologies
New York
– -$14.2M -242,815 Closed
Voloridge Investment Management
369
Voloridge Investment Management
Florida
– -$9.64M -165,178 Closed
Holocene Advisors
370
Holocene Advisors
New York
– -$3.3M -56,577 Closed
CCM
371
Cinctive Capital Management
New York
– -$3.26M -55,891 Closed
Connor, Clark & Lunn Investment Management (CC&L)
372
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
– -$2.31M -39,658 Closed
CI
373
CX Institutional
Indiana
– -$1.32M -22,679 Closed
DCM
374
Dupont Capital Management
Delaware
– -$1.2M -20,548 Closed
Pacer Advisors
375
Pacer Advisors
Pennsylvania
– -$1.19M -20,364 Closed
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