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Stifel
SF

Overview Fund Activity

365 hedge funds and large institutions have $5.33B invested in Stifel in 2023 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 129 increasing their positions, 130 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
365
Holders Change
-4
Holders Change %
-1.08%
% of All Funds
5.82%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
46
Increased
129
Reduced
130
Closed
45
Calls
$10.6M
Puts
$3.29M
Net Calls
+$7.31M
Net Calls Change
-$64K

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$136M
2
Morgan Stanley
2
Morgan Stanley
New York
$186M
3
Principal Financial Group
3
Principal Financial Group
Iowa
$72.7M
4
Fiera Capital (Canada)
4
Fiera Capital (Canada)
Quebec, Canada
$28.6M
5
Goldman Sachs
5
Goldman Sachs
New York
$66.7M

Top Sellers

1
BlackRock
1
BlackRock
New York
$567M
2
Balyasny Asset Management
2
Balyasny Asset Management
Illinois
$0
3
Marshall Wace
3
Marshall Wace
United Kingdom
$18.2M
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$4.04M
5
ACL
5
Azora Capital LP
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MFT
351
Moisand Fitzgerald Tamayo
Florida
$1.54K – – –
MIA
352
Milestone Investment Advisors
Wisconsin
$1.54K +$1.54K +25 New
MCM
353
Manchester Capital Management
Vermont
$1.48K – – –
RFG
354
RFP Financial Group
Georgia
$1.48K – – –
HCP
355
Hexagon Capital Partners
Arkansas
$1.48K – – –
WT
356
Washington Trust
Rhode Island
$1.41K -$184 -3 -12%
GI
357
Gradient Investments
Minnesota
$1.29K – – –
Toronto Dominion Bank
358
Toronto Dominion Bank
Ontario, Canada
$1.17K +$614 +10 +111%
VNA
359
Valley National Advisers
Pennsylvania
$1K +$1K +20 New
VCM
360
Versant Capital Management
Arizona
$983 – – –
PWA
361
Provenance Wealth Advisors
Florida
$860 +$860 +14 New
GWS
362
Glassman Wealth Services
Virginia
$799 – – –
FFA
363
Farther Finance Advisors
California
$430 – – –
TWP
364
TFO Wealth Partners
Ohio
$358 – – –
BF
365
BOK Financial
Oklahoma
$228 +$228 +4 New
Balyasny Asset Management
366
Balyasny Asset Management
Illinois
– -$43.3M -726,001 Closed
ACL
367
Azora Capital LP
Florida
– -$15.1M -252,697 Closed
KHCM
368
Kettle Hill Capital Management
New York
– -$6.74M -112,923 Closed
Two Sigma Investments
369
Two Sigma Investments
New York
– -$5.19M -86,983 Closed
EP
370
Edgestream Partners
New Jersey
– -$3.74M -62,720 Closed
State of Tennessee, Department of Treasury
371
State of Tennessee, Department of Treasury
Tennessee
– -$3.44M -57,692 Closed
BC
372
Brookfield Corp
Ontario, Canada
– -$2.97M -49,779 Closed
CC
373
Cipher Capital
New York
– -$2.35M -39,335 Closed
QT
374
Quantbot Technologies
New York
– -$2.17M -36,390 Closed
Tudor Investment Corp
375
Tudor Investment Corp
Connecticut
– -$2.1M -35,251 Closed
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