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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 %
QT
151
Quantbot Technologies
New York
$1.65M +$1.65M +27,924 New
LSERS
152
Louisiana State Employees Retirement System
Louisiana
$1.65M -$35.5K -600 -2%
DIA
153
Dana Investment Advisors
Wisconsin
$1.58M -$71K -1,201 -4%
SOMRS
154
State of Michigan Retirement System
Michigan
$1.57M -$29.5K -500 -2%
Osaic Holdings
155
Osaic Holdings
Arizona
$1.55M +$3.84K +65 +0.2%
FDCDDQ
156
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.5M – – –
AI
157
Axiom Investors
Connecticut
$1.5M -$1.63M -27,525 -52%
Capital Fund Management (CFM)
158
Capital Fund Management (CFM)
France
$1.49M +$587K +9,927 +65%
AA
159
AlphaQ Advisors
Florida
$1.44M -$4.85K -82 -0.3%
MML Investors Services
160
MML Investors Services
Massachusetts
$1.4M -$96K -1,624 -6%
MCM
161
Maltese Capital Management
New York
$1.39M -$1.18M -19,940 -46%
NMIMC
162
Northwestern Mutual Investment Management Company
Wisconsin
$1.38M +$800K +13,536 +138%
GWM
163
Greenwich Wealth Management
Connecticut
$1.36M -$33.4K -565 -2%
PFBT
164
Parkside Financial Bank & Trust
Missouri
$1.34M +$367K +6,216 +38%
CB
165
Commerce Bank
Missouri
$1.34M +$118K +2,000 +10%
KWA
166
KCS Wealth Advisory
California
$1.33M +$1.33M +22,591 New
National Bank of Canada
167
National Bank of Canada
Quebec, Canada
$1.32M -$1.11M -18,819 -46%
SPIA
168
Steward Partners Investment Advisory
New York
$1.31M -$66.2K -1,121 -5%
PGCM
169
Prescott Group Capital Management
Oklahoma
$1.2M – – –
Fifth Third Bancorp
170
Fifth Third Bancorp
Ohio
$1.17M -$49K -830 -4%
EAM
171
EFG Asset Management
Oregon
$1.16M +$162K +2,751 +16%
NMERB
172
New Mexico Educational Retirement Board
New Mexico
$1.14M +$142K +2,400 +14%
Russell Investments Group
173
Russell Investments Group
United Kingdom
$1.13M +$192K +3,242 +20%
DekaBank Deutsche Girozentrale
174
DekaBank Deutsche Girozentrale
Germany
$1.12M +$1.12M +19,200 New
FRM
175
Fox Run Management
Connecticut
$1.11M +$800K +13,537 +258%
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