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Stifel
SF

Overview Fund Activity

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

Top Buyers

1
Marshall Wace
Marshall Wace
United Kingdom
$57.6M
2
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$54.9M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$238M
4
Vanguard Group
Vanguard Group
Pennsylvania
$818M
5
Invesco
Invesco
Georgia
$98.7M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$200M
2
Millennium Management
Millennium Management
New York
$103M
3
Victory Capital Management
Victory Capital Management
Texas
$7.39M
4
First Trust Advisors
First Trust Advisors
Illinois
$12.1M
5
Goldman Sachs
Goldman Sachs
New York
$47.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
FGAM
426
Financial Gravity Asset Management
Texas
$1.03K +$1.03K +13 New
FMP
427
Financial Management Professionals
Texas
$1K – – –
A
428
AlphaQuest
New York
$547 -$560K -7,163 -100%
TWP
429
TFO Wealth Partners
Ohio
$469 – – –
IPW
430
Impact Partnership Wealth
Georgia
$394 -$110K -1,391 -100%
WWP
431
WR Wealth Planners
Missouri
$313 +$313 +4 New
BF
432
BOK Financial
Oklahoma
$309 – – –
VWA
433
Valued Wealth Advisors
Utah
$157 +$157 +2 New
IP
434
Interval Partners
New York
– -$8.38M -121,181 Closed
EP
435
Edgestream Partners
New Jersey
– -$3.89M -56,206 Closed
HF
436
HRT Financial
New York
– -$3.01M -43,558 Closed
Holocene Advisors
437
Holocene Advisors
New York
– -$2.48M -35,880 Closed
BA
438
Bridgewater Associates
Connecticut
– -$879K -12,709 Closed
LAM
439
LECAP Asset Management
United Kingdom
– -$607K -8,778 Closed
VI
440
Vestcor Inc
New Brunswick, Canada
– -$547K -7,909 Closed
I
441
InceptionR
California
– -$498K -7,198 Closed
SEC
442
Seven Eight Capital
New York
– -$399K -5,776 Closed
Walleye Trading
443
Walleye Trading
New York
– -$355K -5,134 Closed
AC
444
AXQ Capital
New Jersey
– -$318K -4,605 Closed
VI
445
Versor Investments
New York
– -$304K -4,400 Closed
VF
446
Vest Financial
Virginia
– -$248K -3,582 Closed
FA
447
FDx Advisors
Illinois
– -$233K -3,365 Closed
VWA
448
Visionary Wealth Advisors
Illinois
– -$225K -3,254 Closed
EA
449
Everpar Advisors
Oklahoma
– -$223K -3,219 Closed
AWM
450
AE Wealth Management
Kansas
– -$227K -3,063 Closed
15 16 17
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