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 %
SC
401
Schubert & Co
Texas
-$3.13K -53 Closed
MIA
402
Milestone Investment Advisors
Wisconsin
-$1.18K -20 Closed
SWM
403
Spire Wealth Management
Virginia
-$886 -15 Closed
CFO
404
CVA Family Office
Colorado
-$886 -15 Closed
TFM
405
TFC Financial Management
Massachusetts
-$178 -3 Closed