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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 %
CWM
376
CIBC World Markets
New York
– -$1.17M -20,000 Closed
ZIG
377
Zurich Insurance Group
Switzerland
– -$922K -15,800 Closed
CCIA
378
Campbell & Co Investment Adviser
Maryland
– -$905K -15,498 Closed
VIA
379
Vident Investment Advisory
Georgia
– -$839K -14,381 Closed
YIH
380
Y-Intercept (HK)
Hong Kong
– -$833K -14,275 Closed
MF
381
Magnetar Financial
Illinois
– -$751K -12,862 Closed
USAA
382
United Services Automobile Association
Texas
– -$676K -11,577 Closed
DA
383
Duality Advisers
Florida
– -$657K -11,256 Closed
Verition Fund Management
384
Verition Fund Management
Connecticut
– -$544K -9,318 Closed
FA
385
Fiducient Advisors
Illinois
– -$483K -8,275 Closed
KAS
386
Kestra Advisory Services
Texas
– -$386K -6,611 Closed
VWA
387
Visionary Wealth Advisors
Illinois
– -$296K -5,074 Closed
ONB
388
Old National Bancorp
Indiana
– -$285K -4,882 Closed
CC
389
Centiva Capital
New York
– -$262K -4,485 Closed
WG
390
Winton Group
United Kingdom
– -$245K -4,198 Closed
OTL
391
Oak Thistle LLC
New York
– -$245K -4,194 Closed
CA
392
Cetera Advisors
Colorado
– -$244K -4,176 Closed
AIM
393
Aigen Investment Management
New York
– -$235K -4,020 Closed
SEC
394
Seven Eight Capital
New York
– -$214K -3,659 Closed
IUHSA
395
Itau Unibanco Holding S.A.
Brazil
– -$212K -3,599 Closed
Acadian Asset Management
396
Acadian Asset Management
Massachusetts
– -$191K -3,286 Closed
CMF
397
Counterpoint Mutual Funds
California
– -$149K -2,549 Closed
CS
398
Comerica Securities
Michigan
– -$71.5K -1,225 Closed
CA
399
Clearstead Advisors
Ohio
– -$17.5K -300 Closed
Amundi
400
Amundi
France
– -$18.4K -299 Closed
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