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Stifel
SF

Overview Fund Activity

366 hedge funds and large institutions have $5.17B invested in Stifel in 2023 Q1 according to their latest regulatory filings, with 57 funds opening new positions, 139 increasing their positions, 123 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
366
Holders Change
+4
Holders Change %
+1.1%
% of All Funds
5.86%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
57
Increased
139
Reduced
123
Closed
44
Calls
$11.4M
Puts
$3.69M
Net Calls
+$7.67M
Net Calls Change
+$396K

Top Buyers

1
Fuller & Thaler Asset Management
1
Fuller & Thaler Asset Management
California
$98.1M
2
GKIM
2
GW&K Investment Management
Massachusetts
$73.5M
3
ACL
3
Azora Capital LP
Florida
$26.1M
4
SAM
4
Silvercrest Asset Management
New York
$88.4M
5
Diamond Hill Capital Management
5
Diamond Hill Capital Management
Ohio
$17.4M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$73.7M
2
Millennium Management
2
Millennium Management
New York
$114M
3
AllianceBernstein
3
AllianceBernstein
Tennessee
$164M
4
SCA
4
Southpoint Capital Advisors
New York
$0
5
Assenagon Asset Management
5
Assenagon Asset Management
Luxembourg
$12M
Name Holding Trade Value Shares
Change 		Shares
Change %
AM
76
AGF Management
Ontario, Canada
$6.8M +$6.8M +115,115 New
EWM
77
Endurance Wealth Management
Rhode Island
$6.67M +$116K +1,963 +2%
GC
78
Guggenheim Capital
Illinois
$6.22M -$24.1K -408 -0.4%
EAM
79
EULAV Asset Management
Florida
$6.17M – – –
RJA
80
Raymond James & Associates
Florida
$6.13M +$2.42M +40,947 +65%
SO
81
STRS Ohio
Ohio
$6.12M +$17.5K +297 +0.3%
BC
82
Brookfield Corp
Ontario, Canada
$5.76M +$5.76M +97,462 New
CS
83
Credit Suisse
Switzerland
$5.68M +$279K +4,727 +5%
TPSF
84
Texas Permanent School Fund
Texas
$5.58M +$1.36M +23,025 +32%
Canada Life
85
Canada Life
Manitoba, Canada
$5.43M -$69.5K -1,176 -1%
AG
86
Algert Global
California
$5.33M +$4.16M +70,342 +353%
Walleye Capital
87
Walleye Capital
New York
$4.82M +$4.82M +81,648 New
GC
88
Gillson Capital
Illinois
$4.6M +$4.6M +77,786 New
Treasurer of the State of North Carolina
89
Treasurer of the State of North Carolina
North Carolina
$4.59M +$142K +2,399 +3%
AB
90
Amalgamated Bank
New York
$4.26M -$1.19M -20,081 -22%
HSBC Holdings
91
HSBC Holdings
United Kingdom
$4.03M +$391K +6,621 +11%
Barclays
92
Barclays
United Kingdom
$3.99M -$1.09M -18,418 -21%
Squarepoint
93
Squarepoint
New York
$3.93M +$2.38M +40,227 +153%
NIG
94
NFJ Investment Group
Texas
$3.87M +$767K +12,984 +25%
MIM
95
MetLife Investment Management
New Jersey
$3.81M -$137K -2,321 -3%
UBS Group
96
UBS Group
Switzerland
$3.76M +$2.57M +43,418 +214%
Janus Henderson Group
97
Janus Henderson Group
United Kingdom
$3.76M +$1.91M +32,351 +103%
SGCIA
98
Smith Graham & Co Investment Advisors
Texas
$3.66M +$406K +6,868 +12%
Los Angeles Capital Management
99
Los Angeles Capital Management
California
$3.66M +$38K +643 +1%
VOYA Investment Management
100
VOYA Investment Management
Georgia
$3.62M -$1.07M -18,107 -23%
2 3
4
5 6