441 hedge funds and large institutions have $8.15B invested in Stifel in 2024 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 155 increasing their positions, 164 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
441
Holders Change
+6
Holders Change %
+1.38%
% of All Funds
6.38%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.12%
New
45
Increased
155
Reduced
164
Closed
38
Calls
$24.5M
Puts
$5.22M
Net Calls
+$19.2M
Net Calls Change
-$351K
Name Holding Trade Value Shares
Change
Shares
Change %
NS
376
NBC Securities
Alabama
$30K
JEST
377
JTC Employer Solutions Trustee
Jersey
$30K
AAP
378
Arax Advisory Partners
Colorado
$29.8K +$6.95K +74 +30%
VCM
379
Versant Capital Management
Arizona
$29.3K +$470 +5 +2%
BBHC
380
Brown Brothers Harriman & Co
New York
$28.2K
ABWM
381
Alpine Bank Wealth Management
Colorado
$26.7K +$26.7K +284 New
Jones Financial Companies
382
Jones Financial Companies
Missouri
$26.6K +$7.87K +84 +42%
Mitsubishi UFJ Asset Management
383
Mitsubishi UFJ Asset Management
Japan
$26K
RA
384
Rise Advisors
New York
$25.3K +$94 +1 +0.4%
RTC
385
Riverview Trust Company
Washington
$21.1K
PCMC
386
Planning Capital Management Corporation
Pennsylvania
$21K
HWM
387
Hemington Wealth Management
Virginia
$21K +$21K +209 New
Bessemer Group
388
Bessemer Group
New Jersey
$20K -$3.51K -37 -15%
ST
389
Smithfield Trust
Pennsylvania
$19K +$19K +206 New
SIC
390
Salem Investment Counselors
North Carolina
$18.8K -$9.39K -100 -33%
SSB
391
Sandy Spring Bank
Maryland
$18.6K
AF
392
Allworth Financial
California
$17.5K +$376 +4 +2%
C
393
Covestor
United Kingdom
$16K +$186 +2 +1%
FFO
394
Fortitude Family Office
Arizona
$14.7K +$939 +10 +7%
CTC
395
Central Trust Company
Missouri
$14K
EBA
396
Eagle Bay Advisors
New York
$12.8K
MCM
397
Manchester Capital Management
Vermont
$12.7K
JSAM
398
J. Safra Asset Management
New York
$11.3K +$11.3K +121 New
CPG
399
Cornerstone Planning Group
New Jersey
$10.8K -$3.98K -38 -27%
MPWT
400
MassMutual Private Wealth & Trust
Connecticut
$9.86K -$6.76K -72 -41%