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Stifel
SF

Overview Fund Activity

366 hedge funds and large institutions have $5.17B invested in Stifel in 2023 Q1 according to their latest regulatory filings, with 57 funds opening new positions, 139 increasing their positions, 123 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
366
Holders Change
+4
Holders Change %
+1.1%
% of All Funds
5.86%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
57
Increased
139
Reduced
123
Closed
44
Calls
$11.4M
Puts
$3.69M
Net Calls
+$7.67M
Net Calls Change
+$396K

Top Buyers

1
Fuller & Thaler Asset Management
1
Fuller & Thaler Asset Management
California
$98.1M
2
GKIM
2
GW&K Investment Management
Massachusetts
$73.5M
3
ACL
3
Azora Capital LP
Florida
$26.1M
4
SAM
4
Silvercrest Asset Management
New York
$88.4M
5
Diamond Hill Capital Management
5
Diamond Hill Capital Management
Ohio
$17.4M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$73.7M
2
Millennium Management
2
Millennium Management
New York
$114M
3
AllianceBernstein
3
AllianceBernstein
Tennessee
$164M
4
SCA
4
Southpoint Capital Advisors
New York
$0
5
Assenagon Asset Management
5
Assenagon Asset Management
Luxembourg
$12M
Name Holding Trade Value Shares
Change 		Shares
Change %
Principal Financial Group
26
Principal Financial Group
Iowa
$40.4M -$301K -5,101 -0.7%
Victory Capital Management
27
Victory Capital Management
Texas
$39M +$6.05M +102,418 +18%
KCM
28
Kennedy Capital Management
Missouri
$37M +$7.25M +122,752 +24%
Hotchkis & Wiley Capital Management
29
Hotchkis & Wiley Capital Management
California
$35M +$7.81M +132,100 +29%
AQR Capital Management
30
AQR Capital Management
Connecticut
$35M +$9.2M +157,691 +36%
First Trust Advisors
31
First Trust Advisors
Illinois
$34.9M +$11.8M +200,466 +51%
New York State Common Retirement Fund
32
New York State Common Retirement Fund
New York
$34M -$5.01M -84,847 -13%
Ameriprise
33
Ameriprise
Minnesota
$30.8M -$2.2M -37,186 -7%
Wellington Management Group
34
Wellington Management Group
Massachusetts
$29.1M -$285K -4,823 -1%
Nuveen Asset Management
35
Nuveen Asset Management
Illinois
$28.3M -$4.73M -79,977 -14%
Schroder Investment Management Group
36
Schroder Investment Management Group
United Kingdom
$27.6M +$13.4M +226,802 +95%
ACL
37
Azora Capital LP
Florida
$26.1M +$26.1M +441,589 New
SFM
38
Systematic Financial Management
New Jersey
$25.3M -$118K -1,989 -0.5%
Citadel Advisors
39
Citadel Advisors
Florida
$24.2M -$242K -4,091 -1%
RhumbLine Advisers
40
RhumbLine Advisers
Massachusetts
$18.2M -$355K -6,015 -2%
JPMorgan Chase & Co
41
JPMorgan Chase & Co
New York
$18M -$3.82M -64,563 -17%
Wells Fargo
42
Wells Fargo
California
$17.7M -$782K -13,234 -4%
Diamond Hill Capital Management
43
Diamond Hill Capital Management
Ohio
$17.4M +$17.4M +294,096 New
Retirement Systems of Alabama
44
Retirement Systems of Alabama
Alabama
$17.2M -$144K -2,431 -0.8%
CSS
45
Cubist Systematic Strategies
Connecticut
$15.9M +$10.3M +175,042 +186%
Prudential Financial
46
Prudential Financial
New Jersey
$15.8M +$8.33M +141,007 +111%
Two Sigma Advisers
47
Two Sigma Advisers
New York
$15.6M +$7.42M +125,600 +91%
Fidelity Investments
48
Fidelity Investments
Massachusetts
$15.5M +$98.1K +1,661 +0.6%
State of Wisconsin Investment Board
49
State of Wisconsin Investment Board
Wisconsin
$15.5M -$1.92M -32,412 -11%
Envestnet Asset Management
50
Envestnet Asset Management
Illinois
$15.4M +$1.24M +21,007 +9%
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