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Stifel
SF

Overview Fund Activity

365 hedge funds and large institutions have $5.33B invested in Stifel in 2023 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 129 increasing their positions, 130 reducing their positions, and 45 closing their positions.

Holders
365
Holders Change
-4
Holders Change %
-1.08%
% of All Funds
5.82%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
46
Increased
129
Reduced
130
Closed
45
Calls
$10.6M
Puts
$3.29M
Net Calls
+$7.31M
Net Calls Change
-$64K

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$136M
2
Morgan Stanley
2
Morgan Stanley
New York
$186M
3
Principal Financial Group
3
Principal Financial Group
Iowa
$72.7M
4
Fiera Capital (Canada)
4
Fiera Capital (Canada)
Quebec, Canada
$28.6M
5
Goldman Sachs
5
Goldman Sachs
New York
$66.7M

Top Sellers

1
BlackRock
1
BlackRock
New York
$567M
2
Balyasny Asset Management
2
Balyasny Asset Management
Illinois
$0
3
Marshall Wace
3
Marshall Wace
United Kingdom
$18.2M
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$4.04M
5
ACL
5
Azora Capital LP
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Invesco
26
Invesco
Georgia
$60.1M 978,480 +65,224 +7%
Bank of America
27
Bank of America
North Carolina
$55.7M 906,452 +58,567 +7%
KCM
28
Kennedy Capital Management
Missouri
$46.9M 763,565 +8,370 +1%
New York State Common Retirement Fund
29
New York State Common Retirement Fund
New York
$41.2M 670,500 +114,727 +21%
Victory Capital Management
30
Victory Capital Management
Texas
$40.3M 655,773 -21,628 -3%
AQR Capital Management
31
AQR Capital Management
Connecticut
$36.2M 589,823 -67,135 -10%
Hotchkis & Wiley Capital Management
32
Hotchkis & Wiley Capital Management
California
$36M 586,229 – –
Ameriprise
33
Ameriprise
Minnesota
$30.9M 503,107 -10,862 -2%
Nuveen Asset Management
34
Nuveen Asset Management
Illinois
$30.8M 500,627 +5,273 +1%
Envestnet Asset Management
35
Envestnet Asset Management
Illinois
$30.3M 492,447 +228,775 +87%
Wellington Management Group
36
Wellington Management Group
Massachusetts
$29.7M 484,045 -9,457 -2%
First Trust Advisors
37
First Trust Advisors
Illinois
$28.7M 467,013 +17,029 +4%
Fiera Capital (Canada)
38
Fiera Capital (Canada)
Quebec, Canada
$28.6M 464,833 +464,833 New
SFM
39
Systematic Financial Management
New Jersey
$24.8M 403,712 -9,944 -2%
Diamond Hill Capital Management
40
Diamond Hill Capital Management
Ohio
$24.3M 395,097 -16,167 -4%
RhumbLine Advisers
41
RhumbLine Advisers
Massachusetts
$21.1M 343,523 +23,080 +7%
Wells Fargo
42
Wells Fargo
California
$19.6M 318,706 +44,187 +16%
Marshall Wace
43
Marshall Wace
United Kingdom
$18.2M 296,900 -592,515 -67%
Retirement Systems of Alabama
44
Retirement Systems of Alabama
Alabama
$17.5M 284,403 -6,354 -2%
JPMorgan Chase & Co
45
JPMorgan Chase & Co
New York
$17.1M 278,939 -30,866 -10%
Squarepoint
46
Squarepoint
New York
$15.7M 256,037 +147,180 +135%
State of Wisconsin Investment Board
47
State of Wisconsin Investment Board
Wisconsin
$14.9M 242,936 -14,593 -6%
NRCM
48
North Reef Capital Management
California
$14.7M 240,000 +162,980 +212%
PCM
49
Peregrine Capital Management
Minnesota
$14.4M 234,025 -14,404 -6%
Swiss National Bank
50
Swiss National Bank
Switzerland
$14.3M 233,313 +1,000 +0.4%
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