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Stifel
SF

Overview Fund Activity

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.

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

Top Buyers

1
LSV Asset Management
1
LSV Asset Management
Illinois
$118M
2
Balyasny Asset Management
2
Balyasny Asset Management
Illinois
$43.3M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$46.1M
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$21M
5
Qube Research & Technologies (QRT)
5
Qube Research & Technologies (QRT)
United Kingdom
$16.8M

Top Sellers

1
BlackRock
1
BlackRock
New York
$596M
2
Marshall Wace
2
Marshall Wace
United Kingdom
$53.1M
3
Morgan Stanley
3
Morgan Stanley
New York
$149M
4
Goldman Sachs
4
Goldman Sachs
New York
$40.3M
5
Macquarie Group
5
Macquarie Group
Australia
$138M
Name Market Value Shares Shares
Change 		Shares
Change %
Fidelity Investments
26
Fidelity Investments
Massachusetts
$46.1M 772,723 +509,792 +194%
KCM
27
Kennedy Capital Management
Missouri
$45.1M 755,195 +129,325 +21%
Balyasny Asset Management
28
Balyasny Asset Management
Illinois
$43.3M 726,001 +726,001 New
Victory Capital Management
29
Victory Capital Management
Texas
$40.4M 677,401 +17,991 +3%
Goldman Sachs
30
Goldman Sachs
New York
$40.3M 676,134 -571,190 -46%
Principal Financial Group
31
Principal Financial Group
Iowa
$39.7M 665,558 -18,427 -3%
AQR Capital Management
32
AQR Capital Management
Connecticut
$39.2M 656,958 +57,674 +10%
Hotchkis & Wiley Capital Management
33
Hotchkis & Wiley Capital Management
California
$35M 586,229 -5,500 -0.9%
New York State Common Retirement Fund
34
New York State Common Retirement Fund
New York
$33.2M 555,773 -20,096 -3%
Ameriprise
35
Ameriprise
Minnesota
$30.7M 513,969 -7,234 -1%
Nuveen Asset Management
36
Nuveen Asset Management
Illinois
$29.6M 495,354 +15,923 +3%
Wellington Management Group
37
Wellington Management Group
Massachusetts
$29.4M 493,502 +677 +0.1%
First Trust Advisors
38
First Trust Advisors
Illinois
$26.9M 449,984 -140,373 -24%
SFM
39
Systematic Financial Management
New Jersey
$24.7M 413,656 -13,981 -3%
Diamond Hill Capital Management
40
Diamond Hill Capital Management
Ohio
$24.5M 411,264 +117,168 +40%
Bank of Montreal
41
Bank of Montreal
Ontario, Canada
$21M 349,979 +307,531 +724%
RhumbLine Advisers
42
RhumbLine Advisers
Massachusetts
$19.1M 320,443 +11,617 +4%
JPMorgan Chase & Co
43
JPMorgan Chase & Co
New York
$18.5M 309,805 +4,979 +2%
Retirement Systems of Alabama
44
Retirement Systems of Alabama
Alabama
$17.3M 290,757 -880 -0.3%
Qube Research & Technologies (QRT)
45
Qube Research & Technologies (QRT)
United Kingdom
$16.8M 281,684 +277,730 +7,024%
Wells Fargo
46
Wells Fargo
California
$16.4M 274,519 -24,428 -8%
Envestnet Asset Management
47
Envestnet Asset Management
Illinois
$15.7M 263,672 +2,429 +0.9%
State of Wisconsin Investment Board
48
State of Wisconsin Investment Board
Wisconsin
$15.4M 257,529 -4,449 -2%
ACL
49
Azora Capital LP
Florida
$15.1M 252,697 -188,892 -43%
Citadel Advisors
50
Citadel Advisors
Florida
$15M 251,231 -157,791 -39%
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