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 %
SIC
426
SJS Investment Consulting
Ohio
$2.35K
EWA
427
EverSource Wealth Advisors
Alabama
$2.35K -$2.63K -28 -53%
DPW
428
DiNuzzo Private Wealth
Pennsylvania
$2.16K +$94 +1 +5%
RCM
429
Raleigh Capital Management
North Carolina
$1.88K
PIM
430
Plato Investment Management
Australia
$1.69K
GEA
431
Glen Eagle Advisors
New Jersey
$1.52K
PWA
432
Provenance Wealth Advisors
Florida
$1.32K
FMP
433
Financial Management Professionals
Texas
$1K
CAM
434
ClariVest Asset Management
California
$757
CA
435
Claris Advisors
Missouri
$751 +$751 +8 New
A
436
AlphaQuest
New York
$657 +$657 +7 New
BF
437
BOK Financial
Oklahoma
$379
WWP
438
WR Wealth Planners
Missouri
$376
VWA
439
Valued Wealth Advisors
Utah
$189
TFM
440
TFC Financial Management
Massachusetts
$94
BIG
441
Brooklyn Investment Group
New York
$94 +$94 +1 New
Norges Bank
442
Norges Bank
Norway
-$103M -1,224,629 Closed
NRCM
443
North Reef Capital Management
California
-$18.5M -220,012 Closed
Holocene Advisors
444
Holocene Advisors
New York
-$18M -213,695 Closed
PFC
445
Poplar Forest Capital
California
-$16M -190,155 Closed
N
446
Natixis
France
-$8.41M -99,900 Closed
TPSF
447
Texas Permanent School Fund
Texas
-$7M -83,190 Closed
NIG
448
NFJ Investment Group
Texas
-$3.53M -41,963 Closed
Mackenzie Financial
449
Mackenzie Financial
Ontario, Canada
-$1.95M -23,176 Closed
XT
450
XTX Topco
Cayman Islands
-$1.25M -14,821 Closed