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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.

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

Top Sellers

1
Balyasny Asset Management
Balyasny Asset Management
Illinois
$29.9M
2
LSV Asset Management
LSV Asset Management
Illinois
$141M
3
Citadel Advisors
Citadel Advisors
Florida
$4.41M
4
Walleye Capital
Walleye Capital
New York
$3.91M
5
NRCM
North Reef Capital Management
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Ohio Public Employees Retirement System (OPERS)
126
Ohio Public Employees Retirement System (OPERS)
Ohio
$3.76M +$98.9K +1,053 +3%
FCM
127
FJ Capital Management
Virginia
$3.54M +$3.54M +37,688 New
QCM
128
Quantinno Capital Management
New York
$3.54M +$617K +6,571 +21%
YCM
129
Yousif Capital Management
Michigan
$3.53M -$497K -5,296 -12%
SOADOR
130
State of Alaska Department of Revenue
Alaska
$3.44M +$75.6K +805 +2%
AIP
131
Ameritas Investment Partners
Nebraska
$3.41M -$71.4K -760 -2%
FNBOO
132
First National Bank of Omaha
Nebraska
$3.29M -$51.4K -547 -2%
RFC
133
Regions Financial Corp
Alabama
$3.08M -$19.9K -212 -0.6%
State of New Jersey Common Pension Fund D
134
State of New Jersey Common Pension Fund D
New Jersey
$3.04M – – –
Mariner
135
Mariner
Kansas
$3.01M -$16.7K -178 -0.6%
Man Group
136
Man Group
United Kingdom
$2.95M -$172K -1,833 -6%
CAPTRUST Financial Advisors
137
CAPTRUST Financial Advisors
North Carolina
$2.94M +$170K +1,810 +6%
Ensign Peak Advisors
138
Ensign Peak Advisors
Utah
$2.82M – – –
BHPW
139
Beverly Hills Private Wealth
California
$2.82M +$962K +10,243 +52%
ASRS
140
Arizona State Retirement System
Arizona
$2.77M +$68.1K +725 +3%
IMRF
141
Illinois Municipal Retirement Fund
Illinois
$2.76M – – –
SSA
142
Schonfeld Strategic Advisors
New York
$2.69M +$2.69M +28,674 New
MML Investors Services
143
MML Investors Services
Massachusetts
$2.68M +$77K +820 +3%
LSERS
144
Louisiana State Employees Retirement System
Louisiana
$2.67M -$56.3K -600 -2%
PIP
145
Palisades Investment Partners
California
$2.56M +$155K +1,646 +6%
SIA
146
Sit Investment Associates
Minnesota
$2.54M -$120K -1,275 -5%
ZB
147
Zions Bancorporation
Utah
$2.54M +$410K +4,367 +19%
AssetMark Inc
148
AssetMark Inc
California
$2.48M +$152K +1,622 +7%
CFG
149
Clayton Financial Group
Missouri
$2.35M – – –
MCM
150
Maltese Capital Management
New York
$2.35M -$2.35M -25,000 -50%
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