378 hedge funds and large institutions have $6.01B invested in Stifel in 2023 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 101 increasing their positions, 167 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
378
Holders Change
+13
Holders Change %
+3.56%
% of All Funds
5.54%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
60
Increased
101
Reduced
167
Closed
41
Calls
$13.1M
Puts
$4.64M
Net Calls
+$8.42M
Net Calls Change
+$1.11M
Name Holding Trade Value Shares
Change
Shares
Change %
CTC
351
Cetera Trust Company
Minnesota
$2.77K +$2.77K +40 New
S
352
Sachetta
Massachusetts
$2.7K +$2.7K +39 New
PWMG
353
Private Wealth Management Group
New Jersey
$2.7K +$2.7K +39 New
VWM
354
Venturi Wealth Management
Texas
$2.49K -$1.45K -21 -37%
AFWM
355
Abich Financial Wealth Management
Virginia
$2.14K +$2.14K +31 New
AAP
356
Arax Advisory Partners
Colorado
$2.05K
CAL
357
Capital Advisors Ltd
Ohio
$2K
VNA
358
Valley National Advisers
Pennsylvania
$2K +$1K +20 +100%
PWMG
359
Prestige Wealth Management Group
New Jersey
$1.94K
EWA
360
EverSource Wealth Advisors
Alabama
$1.73K -$5.46K -79 -76%
MFT
361
Moisand Fitzgerald Tamayo
Florida
$1.73K
SIC
362
SJS Investment Consulting
Ohio
$1.66K -$346 -5 -17%
RFG
363
RFP Financial Group
Georgia
$1.66K
CIA
364
Cape Investment Advisory
Georgia
$1.66K +$1.66K +24 New
HCP
365
Hexagon Capital Partners
Arkansas
$1.45K -$208 -3 -13%
GI
366
Gradient Investments
Minnesota
$1.45K
Toronto Dominion Bank
367
Toronto Dominion Bank
Ontario, Canada
$1.31K
DPW
368
DiNuzzo Private Wealth
Pennsylvania
$1.31K +$1.31K +19 New
PIM
369
Plato Investment Management
Australia
$1.24K +$1.24K +18 New
AF
370
Advisornet Financial
Minnesota
$1.18K +$1.18K +17 New
VCM
371
Versant Capital Management
Arizona
$1.11K
PWA
372
Provenance Wealth Advisors
Florida
$968
GWS
373
Glassman Wealth Services
Virginia
$761 -$138 -2 -15%
TWP
374
TFO Wealth Partners
Ohio
$415
MTIC
375
Missouri Trust & Investment Company
Missouri
$415 +$415 +6 New