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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 Holding Trade Value Shares
Change 		Shares
Change %
State of Wisconsin Investment Board
51
State of Wisconsin Investment Board
Wisconsin
$22.4M -$2.35M -22,145 -10%
Swiss National Bank
52
Swiss National Bank
Switzerland
$21.4M +$159K +1,500 +0.7%
Legal & General Group
53
Legal & General Group
United Kingdom
$20.3M +$41.3K +389 +0.2%
California Public Employees Retirement System
54
California Public Employees Retirement System
California
$20.2M +$263K +2,480 +1%
Loomis, Sayles & Company
55
Loomis, Sayles & Company
Massachusetts
$17.6M -$532K -5,018 -3%
AM
56
AGF Management
Ontario, Canada
$17.4M +$380K +3,585 +2%
PFMOSF
57
Philadelphia Financial Management of San Francisco
California
$15.9M +$15.9M +150,143 New
PCM
58
Peregrine Capital Management
Minnesota
$15.9M -$5.68M -53,580 -26%
Marshall Wace
59
Marshall Wace
United Kingdom
$15.7M -$33M -311,055 -68%
AIM
60
Access Investment Management
Georgia
$15.1M +$8.49K +80 +0.1%
New York State Teachers Retirement System (NYSTRS)
61
New York State Teachers Retirement System (NYSTRS)
New York
$14.8M -$223K -2,100 -1%
Ameriprise
62
Ameriprise
Minnesota
$14M -$311K -2,930 -2%
AA
63
Ancora Advisors
Ohio
$14M -$62.3K -587 -0.4%
First Trust Advisors
64
First Trust Advisors
Illinois
$13.7M +$5.42M +51,103 +65%
CAG
65
Crestwood Advisors Group
Massachusetts
$13.7M +$16.4K +155 +0.1%
State Board of Administration of Florida Retirement System
66
State Board of Administration of Florida Retirement System
Florida
$13.5M -$79.6K -750 -0.6%
Lazard Asset Management
67
Lazard Asset Management
New York
$13.5M +$2.09M +19,699 +18%
Royal Bank of Canada
68
Royal Bank of Canada
Ontario, Canada
$13.3M +$1.14M +10,770 +9%
Schroder Investment Management Group
69
Schroder Investment Management Group
United Kingdom
$12.3M -$5.37M -50,573 -30%
CF
70
Corebridge Financial
Texas
$12.3M -$574K -5,408 -4%
Barclays
71
Barclays
United Kingdom
$12.1M +$705K +6,647 +6%
Raymond James Financial
72
Raymond James Financial
Florida
$11.9M +$11.9M +112,521 New
CPC
73
Cookson Peirce & Co
Pennsylvania
$11.9M -$12.4K -117 -0.1%
HA
74
Heartland Advisors
Wisconsin
$11.4M – – –
Two Sigma Investments
75
Two Sigma Investments
New York
$11.3M +$11.3M +106,450 New
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