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Stifel
SF

Overview Fund Activity

441 hedge funds and large institutions have $8.15B invested in Stifel in 2024 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 155 increasing their positions, 164 reducing their positions, and 38 closing their positions.

Holders
441
Holders Change
+6
Holders Change %
+1.38%
% of All Funds
6.38%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.12%
New
45
Increased
155
Reduced
164
Closed
38
Calls
$24.5M
Puts
$5.22M
Net Calls
+$19.2M
Net Calls Change
-$351K

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$747M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$184M
3
Millennium Management
3
Millennium Management
New York
$110M
4
Goldman Sachs
4
Goldman Sachs
New York
$93.6M
5
Invesco
5
Invesco
Georgia
$95.9M

Top Sellers

1
Balyasny Asset Management
1
Balyasny Asset Management
Illinois
$29.9M
2
LSV Asset Management
2
LSV Asset Management
Illinois
$141M
3
Citadel Advisors
3
Citadel Advisors
Florida
$4.41M
4
Walleye Capital
4
Walleye Capital
New York
$3.91M
5
NRCM
5
North Reef Capital Management
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of Montreal
101
Bank of Montreal
Ontario, Canada
$5.14M +$291K +3,112 +6%
US Bancorp
102
US Bancorp
Minnesota
$5.12M +$134K +1,425 +3%
1CM
103
1492 Capital Management
Wisconsin
$5.04M -$64.6K -688 -1%
MIM
104
MetLife Investment Management
New Jersey
$4.97M -$90.8K -967 -2%
HCA
105
Harbor Capital Advisors
Illinois
$4.94M +$2.46M +26,215 +99%
WB
106
WesBanco Bank
West Virginia
$4.82M -$698K -7,435 -13%
Thrivent Financial for Lutherans
107
Thrivent Financial for Lutherans
Minnesota
$4.78M -$63K -671 -1%
AB
108
Amalgamated Bank
New York
$4.58M -$1.02M -10,881 -18%
IAN
109
Integrated Advisors Network
Texas
$4.54M -$239K -2,541 -5%
SLG
110
Stanley-Laman Group
Pennsylvania
$4.5M +$185K +1,969 +4%
Pathstone Holdings
111
Pathstone Holdings
New Jersey
$4.5M +$35.5K +378 +0.8%
OPS
112
Orion Portfolio Solutions
Nebraska
$4.5M -$129K -1,378 -3%
BCI
113
Brinker Capital Investments
Pennsylvania
$4.5M -$129K -1,378 -3%
Citadel Advisors
114
Citadel Advisors
Florida
$4.41M -$20.7M -220,768 -82%
Franklin Resources
115
Franklin Resources
California
$4.34M +$382K +3,887 +10%
LPL Financial
116
LPL Financial
California
$4.32M +$329K +3,499 +8%
Janus Henderson Group
117
Janus Henderson Group
United Kingdom
$4.28M – – –
Comerica Bank
118
Comerica Bank
Texas
$4.19M -$424K -4,519 -9%
Treasurer of the State of North Carolina
119
Treasurer of the State of North Carolina
North Carolina
$4.07M +$16.9K +180 +0.4%
State of Tennessee, Department of Treasury
120
State of Tennessee, Department of Treasury
Tennessee
$4.07M +$2.47M +26,352 +155%
CIC
121
Chase Investment Counsel
Virginia
$3.94M +$101K +1,080 +3%
Walleye Capital
122
Walleye Capital
New York
$3.91M -$19.1M -203,354 -83%
Federated Hermes
123
Federated Hermes
Pennsylvania
$3.9M -$1.14M -12,156 -23%
Cerity Partners
124
Cerity Partners
New York
$3.78M +$715K +7,615 +23%
Prudential Financial
125
Prudential Financial
New Jersey
$3.78M -$1.28M -13,583 -25%
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