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Stifel
SF

Overview Fund Activity

435 hedge funds and large institutions have $7.35B invested in Stifel in 2024 Q2 according to their latest regulatory filings, with 59 funds opening new positions, 137 increasing their positions, 159 reducing their positions, and 54 closing their positions.

Holders
435
Holders Change
+1
Holders Change %
+0.23%
% of All Funds
6.33%
Holding in Top 10
7
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+133.33%
% of All Funds
0.1%
New
59
Increased
137
Reduced
159
Closed
54
Calls
$24.6M
Puts
$4.96M
Net Calls
+$19.6M
Net Calls Change
+$861K

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$564M
2
AllianceBernstein
2
AllianceBernstein
Tennessee
$257M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$92.4M
4
Balyasny Asset Management
4
Balyasny Asset Management
Illinois
$58.7M
5
T. Rowe Price Investment Management
5
T. Rowe Price Investment Management
Maryland
$94M

Top Sellers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$292M
2
Millennium Management
2
Millennium Management
New York
$46.3M
3
Invesco
3
Invesco
Georgia
$71.4M
4
Macquarie Group
4
Macquarie Group
Australia
$141M
5
Principal Financial Group
5
Principal Financial Group
Iowa
$87.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
GEA
426
Glen Eagle Advisors
New Jersey
$1.35K +$1.35K +16 New
PWA
427
Provenance Wealth Advisors
Florida
$1.18K – – –
FMP
428
Financial Management Professionals
Texas
$1K – – –
CAM
429
ClariVest Asset Management
California
$757 +$757 +9 New
BF
430
BOK Financial
Oklahoma
$337 – – –
WWP
431
WR Wealth Planners
Missouri
$337 – – –
VWA
432
Valued Wealth Advisors
Utah
$169 – – –
TFM
433
TFC Financial Management
Massachusetts
$85 +$85 +1 New
HIA
434
Harbor Investment Advisory
Maryland
$84 +$84 +1 New
AIG
435
American International Group
New York
– -$10.6M -134,978 Closed
Qube Research & Technologies (QRT)
436
Qube Research & Technologies (QRT)
United Kingdom
– -$5.03M -64,316 Closed
CSS
437
Cubist Systematic Strategies
Connecticut
– -$4.87M -62,266 Closed
PI
438
PineBridge Investments
New York
– -$4.16M -53,165 Closed
CCIA
439
Campbell & Co Investment Adviser
Maryland
– -$3.96M -50,663 Closed
SPS
440
Susquehanna Portfolio Strategies
Pennsylvania
– -$2.57M -32,843 Closed
PHK
441
Point72 Hong Kong
Hong Kong
– -$1.97M -25,185 Closed
DTL
442
Dynamic Technology Lab
Singapore
– -$1.85M -23,673 Closed
TC
443
TwinBeech Capital
New York
– -$1.77M -22,629 Closed
RIM
444
Redwood Investment Management
Arizona
– -$1.52M -19,401 Closed
Nomura Holdings
445
Nomura Holdings
Japan
– -$1.51M -19,268 Closed
Public Sector Pension Investment Board (PSP Investments)
446
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
– -$1.33M -17,000 Closed
SAG
447
SageView Advisory Group
California
– -$1.46M -16,006 Closed
ACM
448
Aquatic Capital Management
Illinois
– -$1.24M -15,900 Closed
EF
449
Empowered Funds
Pennsylvania
– -$1.04M -13,254 Closed
SPA
450
Sherbrooke Park Advisers
New York
– -$1.01M -12,973 Closed
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