369 hedge funds and large institutions have $5.15B invested in Stifel in 2023 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 119 increasing their positions, 146 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
369
Holders Change
+3
Holders Change %
+0.82%
% of All Funds
5.82%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
40
Increased
119
Reduced
146
Closed
37
Calls
$8.62M
Puts
$1.25M
Net Calls
+$7.38M
Net Calls Change
-$294K
Name Holding Trade Value Shares
Change
Shares
Change %
PWMG
351
Prestige Wealth Management Group
New Jersey
$1.67K
WT
352
Washington Trust
Rhode Island
$1.55K +$60 +1 +4%
DI
353
Disciplined Investments
Oklahoma
$1.49K -$179 -3 -11%
MFT
354
Moisand Fitzgerald Tamayo
Florida
$1.49K
MCM
355
Manchester Capital Management
Vermont
$1.43K
HCP
356
Hexagon Capital Partners
Arkansas
$1.43K
RFG
357
RFP Financial Group
Georgia
$1.43K
SIC
358
SJS Investment Consulting
Ohio
$1.31K -$597 -10 -31%
GI
359
Gradient Investments
Minnesota
$1.25K +$1.25K +21 New
Toronto Dominion Bank
360
Toronto Dominion Bank
Ontario, Canada
$1K +$1K +9 New
VCM
361
Versant Capital Management
Arizona
$955 +$955 +16 New
FGAM
362
Financial Gravity Asset Management
Texas
$868 +$14 +1 +2%
GWS
363
Glassman Wealth Services
Virginia
$776 -$179 -3 -19%
BIA
364
Bell Investment Advisors
California
$717 -$956 -16 -57%
BWA
365
BDO Wealth Advisors
Florida
$717
2L
366
25 LLC
Missouri
$502 -$63 -1 -11%
FFA
367
Farther Finance Advisors
California
$418 -$60 -1 -13%
TWP
368
TFO Wealth Partners
Ohio
$358
Comerica Bank
369
Comerica Bank
Texas
$16 +$16 +45,068 New
Bank of Nova Scotia
370
Bank of Nova Scotia
Ontario, Canada
-$7.95M -134,542 Closed
GC
371
Gillson Capital
Illinois
-$4.6M -77,786 Closed
AU
372
Algebris (UK)
United Kingdom
-$1.73M -29,170 Closed
National Bank of Canada
373
National Bank of Canada
Quebec, Canada
-$1.32M -22,468 Closed
DekaBank Deutsche Girozentrale
374
DekaBank Deutsche Girozentrale
Germany
-$1.12M -19,200 Closed
FRM
375
Fox Run Management
Connecticut
-$1.11M -18,777 Closed