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Stifel
SF

Overview Fund Activity

365 hedge funds and large institutions have $5.33B invested in Stifel in 2023 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 129 increasing their positions, 130 reducing their positions, and 45 closing their positions.

Holders
365
Holders Change
-4
Holders Change %
-1.08%
% of All Funds
5.82%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
46
Increased
129
Reduced
130
Closed
45
Calls
$10.6M
Puts
$3.29M
Net Calls
+$7.31M
Net Calls Change
-$64K

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$136M
2
Morgan Stanley
2
Morgan Stanley
New York
$186M
3
Principal Financial Group
3
Principal Financial Group
Iowa
$72.7M
4
Fiera Capital (Canada)
4
Fiera Capital (Canada)
Quebec, Canada
$28.6M
5
Goldman Sachs
5
Goldman Sachs
New York
$66.7M

Top Sellers

1
BlackRock
1
BlackRock
New York
$567M
2
Balyasny Asset Management
2
Balyasny Asset Management
Illinois
$0
3
Marshall Wace
3
Marshall Wace
United Kingdom
$18.2M
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$4.04M
5
ACL
5
Azora Capital LP
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SGCIA
101
Smith Graham & Co Investment Advisors
Texas
$3.75M -$32.1K -522 -0.8%
Truist Financial
102
Truist Financial
North Carolina
$3.73M +$811K +13,204 +28%
HF
103
HRT Financial
New York
$3.7M +$3.7M +60,280 New
MIM
104
MetLife Investment Management
New Jersey
$3.68M -$228K -3,710 -6%
VOYA Investment Management
105
VOYA Investment Management
Georgia
$3.63M +$45.1K +734 +1%
WB
106
WesBanco Bank
West Virginia
$3.61M – – –
State of New Jersey Common Pension Fund D
107
State of New Jersey Common Pension Fund D
New Jersey
$3.38M – – –
CRC
108
Curi RMB Capital
Illinois
$3.37M +$49.2K +801 +1%
BGIM
109
Brandywine Global Investment Management
Pennsylvania
$3.36M +$838K +13,636 +33%
Federated Hermes
110
Federated Hermes
Pennsylvania
$3.2M +$2.25M +36,575 +237%
Janus Henderson Group
111
Janus Henderson Group
United Kingdom
$3.16M -$491 -8 -0%
US Bancorp
112
US Bancorp
Minnesota
$3.15M +$222K +3,607 +8%
OPS
113
Orion Portfolio Solutions
Nebraska
$3.13M +$1.21M +19,756 +63%
BCI
114
Brinker Capital Investments
Pennsylvania
$3.13M +$1.21M +19,756 +63%
Comerica Bank
115
Comerica Bank
Texas
$3.05M +$284K +4,624 +10%
BOPW
116
Brandywine Oak Private Wealth
Pennsylvania
$3.03M – – –
D.E. Shaw & Co
117
D.E. Shaw & Co
New York
$2.98M -$2.94M -47,869 -50%
YCM
118
Yousif Capital Management
Michigan
$2.98M -$218K -3,545 -7%
GCP
119
GSA Capital Partners
United Kingdom
$2.97M +$2.62M +42,565 +743%
T. Rowe Price Associates
120
T. Rowe Price Associates
Maryland
$2.95M +$101K +1,639 +4%
1CM
121
1492 Capital Management
Wisconsin
$2.86M +$1.95M +31,715 +213%
Treasurer of the State of North Carolina
122
Treasurer of the State of North Carolina
North Carolina
$2.86M +$14.4K +235 +0.5%
CM
123
Crestline Management
Texas
$2.76M +$2.76M +45,000 New
Thrivent Financial for Lutherans
124
Thrivent Financial for Lutherans
Minnesota
$2.69M -$76.2K -1,241 -3%
TC
125
TwinBeech Capital
New York
$2.66M +$1.07M +17,440 +67%
3 4
5
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