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 %
PFC
376
Poplar Forest Capital
California
-$777K -13,144 Closed
Group One Trading
377
Group One Trading
Illinois
-$724K -12,245 Closed
BC
378
Bridgefront Capital
Texas
-$589K -9,970 Closed
Mackenzie Financial
379
Mackenzie Financial
Ontario, Canada
-$547K -9,256 Closed
Asset Management One
380
Asset Management One
Japan
-$502K -8,492 Closed
BRWA
381
B. Riley Wealth Advisors
Florida
-$459K -7,763 Closed
ACM
382
Acrisure Capital Management
Texas
-$437K -7,401 Closed
LAM
383
Lingohr Asset Management
Germany
-$384K -6,501 Closed
VI
384
Versor Investments
New York
-$343K -5,800 Closed
FIM
385
Freedom Investment Management
Connecticut
-$306K -5,185 Closed
RCM
386
Radnor Capital Management
Pennsylvania
-$259K -4,387 Closed
Janney Montgomery Scott
387
Janney Montgomery Scott
Pennsylvania
-$257K -4,356 Closed
JFG
388
Jefferies Financial Group
New York
-$226K -3,820 Closed
PA
389
Profund Advisors
Maryland
-$224K -3,783 Closed
PWM
390
Perigon Wealth Management
California
-$211K -3,572 Closed
UAML
391
US Asset Management LLC
Pennsylvania
-$157K -2,664 Closed
KI
392
Kapitalo Investimentos
Brazil
-$96.6K -1,635 Closed
IAIM
393
Industrial Alliance Investment Management
Quebec, Canada
-$68K -1,149 Closed
BAM
394
Belpointe Asset Management
Nevada
-$40.6K -687 Closed
EI
395
Ellevest Inc
New York
-$34.8K -589 Closed
IAIM
396
International Assets Investment Management
Florida
-$12.1K -503 Closed
ASN
397
Advisory Services Network
Georgia
-$18.8K -318 Closed
TWA
398
TCI Wealth Advisors
Arizona
-$13K -220 Closed
ST
399
Sageworth Trust
Pennsylvania
-$8.15K -138 Closed
STCOSD
400
Sageworth Trust Company of South Dakota
South Dakota
-$6.97K -118 Closed