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Stifel
SF

Overview Fund Activity

378 hedge funds and large institutions have $6.01B invested in Stifel in 2023 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 101 increasing their positions, 167 reducing their positions, and 41 closing their positions.

Holders
378
Holders Change
+13
Holders Change %
+3.56%
% of All Funds
5.54%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
60
Increased
101
Reduced
167
Closed
41
Calls
$13.1M
Puts
$4.64M
Net Calls
+$8.42M
Net Calls Change
+$1.11M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$353M
2
Millennium Management
2
Millennium Management
New York
$182M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$180M
4
CCM
4
Channing Capital Management
Illinois
$78.1M
5
Norges Bank
5
Norges Bank
Norway
$84.4M

Top Sellers

1
AllianceBernstein
1
AllianceBernstein
Tennessee
$157M
2
Marshall Wace
2
Marshall Wace
United Kingdom
$0
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$696M
4
Fisher Asset Management
4
Fisher Asset Management
Washington
$97.1M
5
BlackRock
5
BlackRock
New York
$623M
Name Market Value Shares Shares
Change 		Shares
Change %
Goldman Sachs
26
Goldman Sachs
New York
$62.7M 906,224 -178,727 -16%
Bank of America
27
Bank of America
North Carolina
$62.1M 897,719 -8,733 -1%
KCM
28
Kennedy Capital Management
Missouri
$50.8M 734,801 -28,764 -4%
New York State Common Retirement Fund
29
New York State Common Retirement Fund
New York
$47.8M 690,928 +20,428 +3%
Victory Capital Management
30
Victory Capital Management
Texas
$45.4M 655,898 +125 +0%
Hotchkis & Wiley Capital Management
31
Hotchkis & Wiley Capital Management
California
$38M 548,899 -37,330 -6%
First Trust Advisors
32
First Trust Advisors
Illinois
$36.3M 525,026 +58,013 +12%
Nuveen Asset Management
33
Nuveen Asset Management
Illinois
$35.2M 508,868 +8,241 +2%
Envestnet Asset Management
34
Envestnet Asset Management
Illinois
$33.9M 490,298 -2,149 -0.4%
Wellington Management Group
35
Wellington Management Group
Massachusetts
$33.2M 479,718 -4,327 -0.9%
Fiera Capital (Canada)
36
Fiera Capital (Canada)
Quebec, Canada
$31.9M 461,210 -3,623 -0.8%
AQR Capital Management
37
AQR Capital Management
Connecticut
$31.5M 455,282 -134,541 -23%
SFM
38
Systematic Financial Management
New Jersey
$27.7M 400,094 -3,618 -0.9%
Ameriprise
39
Ameriprise
Minnesota
$26.8M 387,750 -115,357 -23%
Diamond Hill Capital Management
40
Diamond Hill Capital Management
Ohio
$26.6M 385,175 -9,922 -3%
RhumbLine Advisers
41
RhumbLine Advisers
Massachusetts
$22.5M 325,798 -17,725 -5%
Wells Fargo
42
Wells Fargo
California
$21.5M 311,261 -7,445 -2%
Retirement Systems of Alabama
43
Retirement Systems of Alabama
Alabama
$20.6M 298,131 +13,728 +5%
NRCM
44
North Reef Capital Management
California
$19.7M 285,509 +45,509 +19%
Lazard Asset Management
45
Lazard Asset Management
New York
$18.7M 269,809 +48,985 +22%
State of Wisconsin Investment Board
46
State of Wisconsin Investment Board
Wisconsin
$18.6M 268,889 +25,953 +11%
Legal & General Group
47
Legal & General Group
United Kingdom
$15.3M 220,632 -9,077 -4%
SEI Investments
48
SEI Investments
Pennsylvania
$15.2M 220,356 -1,494 -0.7%
GT
49
Glenmede Trust
Pennsylvania
$14.9M 215,782 -6,071 -3%
JPMorgan Chase & Co
50
JPMorgan Chase & Co
New York
$14.3M 206,783 -72,156 -26%
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