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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 %
OAM
101
Oppenheimer Asset Management
New York
$3.55M +$534K +9,034 +18%
TRSOTSOK
102
Teachers Retirement System of the State of Kentucky
Kentucky
$3.55M – – –
WB
103
WesBanco Bank
West Virginia
$3.47M -$602K -10,183 -15%
State of Tennessee, Department of Treasury
104
State of Tennessee, Department of Treasury
Tennessee
$3.41M +$3.41M +57,692 New
Natixis Advisors
105
Natixis Advisors
Massachusetts
$3.32M +$533K +9,022 +19%
NRCM
106
North Reef Capital Management
California
$3.25M +$3.25M +55,000 New
State of New Jersey Common Pension Fund D
107
State of New Jersey Common Pension Fund D
New Jersey
$3.25M -$193K -3,268 -6%
TAM
108
Trillium Asset Management
Massachusetts
$3.21M +$114K +1,903 +4%
Canada Pension Plan Investment Board
109
Canada Pension Plan Investment Board
Ontario, Canada
$3.19M -$70.9K -1,200 -2%
CRC
110
Curi RMB Capital
Illinois
$3.19M – – –
YCM
111
Yousif Capital Management
Michigan
$3.16M -$44.9K -760 -1%
Ohio Public Employees Retirement System (OPERS)
112
Ohio Public Employees Retirement System (OPERS)
Ohio
$3.16M -$20.9K -353 -0.7%
Truist Financial
113
Truist Financial
North Carolina
$3M +$1.75M +29,611 +140%
BOPW
114
Brandywine Oak Private Wealth
Pennsylvania
$2.92M – – –
ECM
115
ExodusPoint Capital Management
New York
$2.91M -$3.71M -62,762 -56%
Ensign Peak Advisors
116
Ensign Peak Advisors
Utah
$2.89M +$1.22M +20,705 +73%
Deutsche Bank
117
Deutsche Bank
Germany
$2.87M -$6.93M -117,262 -71%
Bank of Montreal
118
Bank of Montreal
Ontario, Canada
$2.86M +$104K +1,542 +4%
WMSA
119
Weiss Multi-Strategy Advisers
New York
$2.82M -$119K -2,009 -4%
COPPSERS
120
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$2.8M -$21.4K -362 -0.8%
US Bancorp
121
US Bancorp
Minnesota
$2.72M -$38.6K -654 -1%
T. Rowe Price Associates
122
T. Rowe Price Associates
Maryland
$2.72M +$81.9K +1,386 +3%
BNP Paribas Financial Markets
123
BNP Paribas Financial Markets
France
$2.68M +$316K +5,352 +13%
Thrivent Financial for Lutherans
124
Thrivent Financial for Lutherans
Minnesota
$2.68M -$30K -507 -1%
Boston Partners
125
Boston Partners
Massachusetts
$2.54M – – –
3 4
5
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