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

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
$73.7M
2
Millennium Management
Millennium Management
New York
$114M
3
AllianceBernstein
AllianceBernstein
Tennessee
$164M
4
SCA
Southpoint Capital Advisors
New York
$0
5
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$12M
Name Holding Trade Value Shares
Change 		Shares
Change %
IP
126
Interval Partners
New York
$2.54M -$994K -16,816 -28%
JPMPWA
127
J.P. Morgan Private Wealth Advisors
California
$2.53M -$772K -13,063 -23%
Royal Bank of Canada
128
Royal Bank of Canada
Ontario, Canada
$2.52M -$1M -16,989 -29%
AIP
129
Ameritas Investment Partners
Nebraska
$2.49M -$28.2K -477 -1%
Public Sector Pension Investment Board (PSP Investments)
130
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$2.36M +$2.36M +40,000 New
KOCAA
131
Knights of Columbus Asset Advisors
Connecticut
$2.34M +$17.8K +301 +0.8%
Teacher Retirement System of Texas
132
Teacher Retirement System of Texas
Texas
$2.34M +$544K +9,210 +30%
SOADOR
133
State of Alaska Department of Revenue
Alaska
$2.32M -$21.1K -357 -0.9%
Tudor Investment Corp
134
Tudor Investment Corp
Connecticut
$2.12M +$1.25M +21,219 +146%
PI
135
PFS Investments
Georgia
$2.07M +$2.07M +36,738 New
LPL Financial
136
LPL Financial
California
$2.04M +$331K +5,595 +19%
FNBOO
137
First National Bank of Omaha
Nebraska
$2.02M -$360K -6,087 -15%
GCP
138
GSA Capital Partners
United Kingdom
$2M +$932K +15,763 +87%
RFC
139
Regions Financial Corp
Alabama
$1.96M +$142K +2,411 +8%
BCI
140
Brinker Capital Investments
Pennsylvania
$1.91M +$855K +14,478 +81%
OPS
141
Orion Portfolio Solutions
Nebraska
$1.91M +$1.91M +32,368 New
SIA
142
Sit Investment Associates
Minnesota
$1.91M +$2.96K +50 +0.2%
ASRS
143
Arizona State Retirement System
Arizona
$1.82M +$49.9K +844 +3%
OPERF
144
Oregon Public Employees Retirement Fund
Oregon
$1.82M -$30.8K -521 -2%
PNC Financial Services Group
145
PNC Financial Services Group
Pennsylvania
$1.76M -$248K -4,205 -12%
IMRF
146
Illinois Municipal Retirement Fund
Illinois
$1.74M – – –
MAM
147
Martingale Asset Management
Massachusetts
$1.73M +$1.73M +29,309 New
AU
148
Algebris (UK)
United Kingdom
$1.73M +$1.73M +29,170 New
PI
149
PineBridge Investments
New York
$1.71M +$1.71M +28,949 New
TCM
150
Teza Capital Management
Illinois
$1.68M +$846K +14,312 +101%
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6
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