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Stifel
SF

Overview Fund Activity

434 hedge funds and large institutions have $6.67B invested in Stifel in 2024 Q1 according to their latest regulatory filings, with 90 funds opening new positions, 140 increasing their positions, 136 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
434
Holders Change
+56
Holders Change %
+14.81%
% of All Funds
6.29%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
90
Increased
140
Reduced
136
Closed
32
Calls
$23.2M
Puts
$4.46M
Net Calls
+$18.7M
Net Calls Change
+$10.3M

Top Buyers

1
Marshall Wace
1
Marshall Wace
United Kingdom
$57.6M
2
T. Rowe Price Investment Management
2
T. Rowe Price Investment Management
Maryland
$54.9M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$238M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$818M
5
Invesco
5
Invesco
Georgia
$98.7M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$200M
2
Millennium Management
2
Millennium Management
New York
$103M
3
Victory Capital Management
3
Victory Capital Management
Texas
$7.39M
4
First Trust Advisors
4
First Trust Advisors
Illinois
$12.1M
5
Goldman Sachs
5
Goldman Sachs
New York
$47.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
Northern Trust
26
Northern Trust
Illinois
$72.1M -$7.96M -101,851 -10%
New York State Common Retirement Fund
27
New York State Common Retirement Fund
New York
$57.8M +$3.78M +48,321 +7%
Marshall Wace
28
Marshall Wace
United Kingdom
$57.6M +$57.6M +736,319 New
KCM
29
Kennedy Capital Management
Missouri
$54.9M -$2.51M -32,138 -4%
T. Rowe Price Investment Management
30
T. Rowe Price Investment Management
Maryland
$54.9M +$54.9M +702,575 New
Fiera Capital (Canada)
31
Fiera Capital (Canada)
Quebec, Canada
$52.4M +$16.4M +209,317 +45%
Goldman Sachs
32
Goldman Sachs
New York
$47.6M -$23.2M -296,784 -33%
Hotchkis & Wiley Capital Management
33
Hotchkis & Wiley Capital Management
California
$40.4M -$2.46M -31,515 -6%
Envestnet Asset Management
34
Envestnet Asset Management
Illinois
$39.5M +$1.2M +15,305 +3%
Nuveen Asset Management
35
Nuveen Asset Management
Illinois
$37.1M -$2.7M -34,554 -7%
Wellington Management Group
36
Wellington Management Group
Massachusetts
$35.6M -$1.93M -24,751 -5%
SFM
37
Systematic Financial Management
New Jersey
$31.3M +$30.6K +392 +0.1%
Diamond Hill Capital Management
38
Diamond Hill Capital Management
Ohio
$30.2M +$45.7K +584 +0.2%
AQR Capital Management
39
AQR Capital Management
Connecticut
$28.8M -$6.64M -85,454 -19%
Ameriprise
40
Ameriprise
Minnesota
$27M -$3.35M -42,827 -11%
Wells Fargo
41
Wells Fargo
California
$25.8M +$1.49M +19,008 +6%
Retirement Systems of Alabama
42
Retirement Systems of Alabama
Alabama
$24.2M +$912K +11,663 +4%
RhumbLine Advisers
43
RhumbLine Advisers
Massachusetts
$22.1M -$3.32M -42,531 -13%
NRCM
44
North Reef Capital Management
California
$21.2M -$1.1M -14,111 -5%
State of Wisconsin Investment Board
45
State of Wisconsin Investment Board
Wisconsin
$18.6M -$2.46M -31,524 -12%
GT
46
Glenmede Trust
Pennsylvania
$18.1M +$1.21M +15,520 +7%
SEI Investments
47
SEI Investments
Pennsylvania
$16.4M -$795K -10,172 -5%
JPMorgan Chase & Co
48
JPMorgan Chase & Co
New York
$16.1M -$48.6K -622 -0.3%
Legal & General Group
49
Legal & General Group
United Kingdom
$16M -$1.23M -15,792 -7%
Swiss National Bank
50
Swiss National Bank
Switzerland
$15.7M -$422K -5,400 -3%
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