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

Top Sellers

1
BlackRock
BlackRock
New York
$567M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
$0
3
Marshall Wace
Marshall Wace
United Kingdom
$18.2M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
$4.04M
5
ACL
Azora Capital LP
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
GWM
376
Greenwich Wealth Management
Connecticut
– -$1.36M -22,750 Closed
SLWA
377
San Luis Wealth Advisors
California
– -$1.28M -21,468 Closed
Capital Fund Management (CFM)
378
Capital Fund Management (CFM)
France
– -$1.1M -18,393 Closed
CCIA
379
Campbell & Co Investment Adviser
Maryland
– -$979K -16,402 Closed
DA
380
Duality Advisers
Florida
– -$859K -14,388 Closed
E
381
Ergoteles
New York
– -$843K -14,131 Closed
SEC
382
Seven Eight Capital
New York
– -$777K -13,026 Closed
XT
383
XTX Topco
Cayman Islands
– -$648K -10,855 Closed
OTL
384
Oak Thistle LLC
New York
– -$528K -8,848 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
385
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
– -$504K -8,449 Closed
MM
386
MQS Management
New York
– -$461K -7,721 Closed
PTC
387
Petrus Trust Company
Texas
– -$460K -7,701 Closed
PRC
388
Pearl River Capital
Michigan
– -$437K -7,328 Closed
QT
389
Quantamental Technologies
New York
– -$418K -7,004 Closed
Rockefeller Capital Management
390
Rockefeller Capital Management
New York
– -$406K -6,808 Closed
CC
391
Centiva Capital
New York
– -$339K -5,679 Closed
SPA
392
Sherbrooke Park Advisers
New York
– -$321K -5,384 Closed
Verition Fund Management
393
Verition Fund Management
Connecticut
– -$295K -4,952 Closed
PA
394
PFG Advisors
Arizona
– -$249K -4,176 Closed
V
395
Veritable
Delaware
– -$241K -4,042 Closed
QCM
396
Qsemble Capital Management
New York
– -$239K -4,000 Closed
AT
397
American Trust
Kentucky
– -$238K -3,985 Closed
BFM
398
Boothbay Fund Management
New York
– -$219K -3,667 Closed
HIA
399
Harbor Investment Advisory
Maryland
– -$131K -2,191 Closed
CIA
400
Capital Impact Advisors
Massachusetts
– -$128K -2,151 Closed
13 14 15
16
17