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Stifel
SF

Overview Fund Activity

369 hedge funds and large institutions have $5.15B invested in Stifel in 2023 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 119 increasing their positions, 146 reducing their positions, and 37 closing their positions.

Holders
369
Holders Change
+3
Holders Change %
+0.82%
% of All Funds
5.82%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
40
Increased
119
Reduced
146
Closed
37
Calls
$8.62M
Puts
$1.25M
Net Calls
+$7.38M
Net Calls Change
-$294K

Top Buyers

1
LSV Asset Management
1
LSV Asset Management
Illinois
$118M
2
Balyasny Asset Management
2
Balyasny Asset Management
Illinois
$43.3M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$46.1M
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$21M
5
Qube Research & Technologies (QRT)
5
Qube Research & Technologies (QRT)
United Kingdom
$16.8M

Top Sellers

1
BlackRock
1
BlackRock
New York
$596M
2
Marshall Wace
2
Marshall Wace
United Kingdom
$53.1M
3
Morgan Stanley
3
Morgan Stanley
New York
$149M
4
Goldman Sachs
4
Goldman Sachs
New York
$40.3M
5
Macquarie Group
5
Macquarie Group
Australia
$138M
Name Holding Trade Value Shares
Change 		Shares
Change %
OAM
101
Oppenheimer Asset Management
New York
$3.6M +$10.8K +181 +0.3%
WB
102
WesBanco Bank
West Virginia
$3.5M – – –
VOYA Investment Management
103
VOYA Investment Management
Georgia
$3.48M -$174K -2,918 -5%
State of Tennessee, Department of Treasury
104
State of Tennessee, Department of Treasury
Tennessee
$3.44M – – –
Deutsche Bank
105
Deutsche Bank
Germany
$3.41M +$514K +8,618 +18%
Natixis Advisors
106
Natixis Advisors
Massachusetts
$3.39M +$37.2K +624 +1%
State of New Jersey Common Pension Fund D
107
State of New Jersey Common Pension Fund D
New Jersey
$3.28M – – –
Royal Bank of Canada
108
Royal Bank of Canada
Ontario, Canada
$3.26M +$717K +12,006 +28%
TAM
109
Trillium Asset Management
Massachusetts
$3.24M +$50.1K +840 +2%
Canada Pension Plan Investment Board
110
Canada Pension Plan Investment Board
Ontario, Canada
$3.22M – – –
CRC
111
Curi RMB Capital
Illinois
$3.22M – – –
DTL
112
Dynamic Technology Lab
Singapore
$3.13M +$2.23M +37,420 +248%
YCM
113
Yousif Capital Management
Michigan
$3.1M -$92K -1,541 -3%
Janus Henderson Group
114
Janus Henderson Group
United Kingdom
$3.07M -$728K -12,202 -19%
MCM
115
Maltese Capital Management
New York
$3.07M +$1.66M +27,900 +119%
ECM
116
ExodusPoint Capital Management
New York
$3.07M +$127K +2,122 +4%
COPPSERS
117
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$3.06M +$230K +3,852 +8%
Jane Street
118
Jane Street
New York
$2.99M +$1.96M +32,840 +190%
BC
119
Brookfield Corp
Ontario, Canada
$2.97M -$2.85M -47,683 -49%
BOPW
120
Brandywine Oak Private Wealth
Pennsylvania
$2.95M – – –
IP
121
Interval Partners
New York
$2.86M +$298K +5,002 +12%
US Bancorp
122
US Bancorp
Minnesota
$2.84M +$93K +1,558 +3%
Truist Financial
123
Truist Financial
North Carolina
$2.83M -$199K -3,329 -7%
Ohio Public Employees Retirement System (OPERS)
124
Ohio Public Employees Retirement System (OPERS)
Ohio
$2.83M -$356K -5,969 -11%
HSBC Holdings
125
HSBC Holdings
United Kingdom
$2.78M -$1.32M -22,028 -32%
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5
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