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Stifel
SF

Overview Fund Activity

507 hedge funds and large institutions have $9.29B invested in Stifel in 2024 Q4 according to their latest regulatory filings, with 93 funds opening new positions, 161 increasing their positions, 172 reducing their positions, and 21 closing their positions.

Holders
507
Holders Change
+66
Holders Change %
+14.97%
% of All Funds
6.75%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
93
Increased
161
Reduced
172
Closed
21
Calls
$26.4M
Puts
$10.5M
Net Calls
+$15.9M
Net Calls Change
-$3.35M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$915M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$275M
3
Walleye Capital
3
Walleye Capital
New York
$25.3M
4
Invesco
4
Invesco
Georgia
$128M
5
Morgan Stanley
5
Morgan Stanley
New York
$272M

Top Sellers

1
LSV Asset Management
1
LSV Asset Management
Illinois
$83.7M
2
Fuller & Thaler Asset Management
2
Fuller & Thaler Asset Management
California
$138M
3
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$175M
4
AllianceBernstein
4
AllianceBernstein
Tennessee
$281M
5
Marshall Wace
5
Marshall Wace
United Kingdom
$15.7M
Name Market Value Shares Shares
Change 		Shares
Change %
Goldman Sachs
26
Goldman Sachs
New York
$102M 965,824 -30,863 -3%
Principal Financial Group
27
Principal Financial Group
Iowa
$98.4M 927,833 -78,741 -8%
T. Rowe Price Investment Management
28
T. Rowe Price Investment Management
Maryland
$97.3M 917,264 -155,212 -14%
LSV Asset Management
29
LSV Asset Management
Illinois
$83.7M 789,356 -710,414 -47%
New York State Common Retirement Fund
30
New York State Common Retirement Fund
New York
$71.2M 671,569 -2,128 -0.3%
Fiera Capital (Canada)
31
Fiera Capital (Canada)
Quebec, Canada
$68.3M 643,447 -14,367 -2%
Envestnet Asset Management
32
Envestnet Asset Management
Illinois
$54.6M 514,285 -571 -0.1%
SFM
33
Systematic Financial Management
New Jersey
$44.1M 415,321 +10,905 +3%
Hotchkis & Wiley Capital Management
34
Hotchkis & Wiley Capital Management
California
$43.5M 409,704 -61,070 -13%
KCM
35
Kennedy Capital Management
Missouri
$40.1M 377,731 -181,997 -33%
AQR Capital Management
36
AQR Capital Management
Connecticut
$35.4M 334,171 +4,724 +1%
Nuveen Asset Management
37
Nuveen Asset Management
Illinois
$33.8M 318,698 -73,923 -19%
UBS AM
38
UBS AM
Illinois
$33.5M 315,655 +37,311 +13%
Wells Fargo
39
Wells Fargo
California
$33.4M 315,302 -11,072 -3%
JPMorgan Chase & Co
40
JPMorgan Chase & Co
New York
$31.7M 299,261 +93,341 +45%
Retirement Systems of Alabama
41
Retirement Systems of Alabama
Alabama
$30.9M 291,700 -75 -0%
AAMU
42
AEGON Asset Management (UK)
United Kingdom
$28.6M 269,430 -2,250 -0.8%
RhumbLine Advisers
43
RhumbLine Advisers
Massachusetts
$28.5M 268,998 -7,716 -3%
Los Angeles Capital Management
44
Los Angeles Capital Management
California
$27.8M 262,010 -43,045 -14%
Arrowstreet Capital
45
Arrowstreet Capital
Massachusetts
$27.1M 255,482 +83,211 +48%
Walleye Capital
46
Walleye Capital
New York
$25.3M 238,945 +197,298 +474%
Diamond Hill Capital Management
47
Diamond Hill Capital Management
Ohio
$24.4M 230,138 -112,404 -33%
GT
48
Glenmede Trust
Pennsylvania
$24.1M 227,485 -1,702 -0.7%
SEI Investments
49
SEI Investments
Pennsylvania
$23.7M 223,113 -9,097 -4%
AI
50
Axiom Investors
Connecticut
$23.1M 217,567 +10,039 +5%
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