434 hedge funds and large institutions have $6.67B invested in Stifel in 2024 Q1 according to their latest regulatory filings, with 90 funds opening new positions, 140 increasing their positions, 136 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
434
Holders Change
+56
Holders Change %
+14.81%
% of All Funds
6.29%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
90
Increased
140
Reduced
136
Closed
32
Calls
$23.2M
Puts
$4.46M
Net Calls
+$18.7M
Net Calls Change
+$10.3M
Name Holding Trade Value Shares
Change
Shares
Change %
GI
376
GAMMA Investing
California
$21.7K +$156 +2 +0.7%
Mitsubishi UFJ Asset Management
377
Mitsubishi UFJ Asset Management
Japan
$21.7K +$16.9K +216 +354%
RA
378
Rise Advisors
New York
$20.8K +$20.8K +266 New
RTC
379
Riverview Trust Company
Washington
$17.6K +$17.6K +225 New
PCMC
380
Planning Capital Management Corporation
Pennsylvania
$17.5K
SSB
381
Sandy Spring Bank
Maryland
$15.5K
EC
382
EntryPoint Capital
New York
$14.6K +$14.6K +187 New
AF
383
Allworth Financial
California
$14.1K -$1.8K -23 -11%
CPG
384
Cornerstone Planning Group
New Jersey
$13.3K +$245 +3 +2%
FFA
385
Frazier Financial Advisors
Ohio
$12.4K +$5K +64 +68%
CTC
386
Central Trust Company
Missouri
$11.6K
FFO
387
Fortitude Family Office
Arizona
$11.5K
EBA
388
Eagle Bay Advisors
New York
$10.6K +$10.6K +136 New
MCM
389
Manchester Capital Management
Vermont
$10.6K -$78 -1 -0.7%
CFD
390
Creative Financial Designs
Indiana
$9.77K
LFG
391
Larson Financial Group
Missouri
$9.57K
VWM
392
Venturi Wealth Management
Texas
$8.52K +$5.71K +73 +203%
MPWT
393
MassMutual Private Wealth & Trust
Connecticut
$8.21K -$3.75K -48 -31%
AGWCA
394
Annis Gardner Whiting Capital Advisors
Florida
$7.82K
WTC
395
WhitTier Trust Company
Nevada
$7.11K +$1.09K +14 +18%
JWA
396
JFS Wealth Advisors
Pennsylvania
$6.96K
FFC
397
First Financial Corp
Indiana
$6.88K +$6.88K +88 New
PTC
398
Private Trust Company
Ohio
$5.39K
BIA
399
Bell Investment Advisors
California
$4.46K
SAM
400
Smartleaf Asset Management
Massachusetts
$4.45K +$4.45K +58 New