SF icon

Stifel
SF

Overview Fund Activity

378 hedge funds and large institutions have $6.01B invested in Stifel in 2023 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 101 increasing their positions, 167 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
378
Holders Change
+13
Holders Change %
+3.56%
% of All Funds
5.54%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
60
Increased
101
Reduced
167
Closed
41
Calls
$13.1M
Puts
$4.64M
Net Calls
+$8.42M
Net Calls Change
+$1.11M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$353M
2
Millennium Management
2
Millennium Management
New York
$182M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$180M
4
CCM
4
Channing Capital Management
Illinois
$78.1M
5
Norges Bank
5
Norges Bank
Norway
$84.4M

Top Sellers

1
AllianceBernstein
1
AllianceBernstein
Tennessee
$157M
2
Marshall Wace
2
Marshall Wace
United Kingdom
$0
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$696M
4
Fisher Asset Management
4
Fisher Asset Management
Washington
$97.1M
5
BlackRock
5
BlackRock
New York
$623M
Name Holding Trade Value Shares
Change 		Shares
Change %
NMIMC
151
Northwestern Mutual Investment Management Company
Wisconsin
$1.57M -$32.7K -473 -2%
SPIA
152
Steward Partners Investment Advisory
New York
$1.56M +$9.75K +141 +0.6%
COPPSERS
153
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.56M +$93.8K +1,356 +6%
Zurich Cantonal Bank
154
Zurich Cantonal Bank
Switzerland
$1.55M +$88.6K +1,281 +6%
DM
155
Delphi Management
Massachusetts
$1.54M +$184K +2,665 +14%
Jane Street
156
Jane Street
New York
$1.5M -$5.89M -85,172 -80%
NMERB
157
New Mexico Educational Retirement Board
New Mexico
$1.49M – – –
CB
158
Commerce Bank
Missouri
$1.48M -$45.5K -658 -3%
QPW
159
Quantum Private Wealth
Florida
$1.48M – – –
ZB
160
Zions Bancorporation
Utah
$1.48M +$383K +5,545 +35%
EF
161
Empowered Funds
Pennsylvania
$1.47M +$566K +8,186 +63%
QCM
162
Quantinno Capital Management
New York
$1.44M -$77.2K -1,116 -5%
ANTB
163
AMG National Trust Bank
Colorado
$1.44M -$11.5K -166 -0.8%
Fifth Third Bancorp
164
Fifth Third Bancorp
Ohio
$1.42M -$28.3K -409 -2%
PGCM
165
Prescott Group Capital Management
Oklahoma
$1.41M – – –
DIA
166
Dana Investment Advisors
Wisconsin
$1.39M -$3.32K -48 -0.2%
TCM
167
Teza Capital Management
Illinois
$1.3M +$892K +12,903 +218%
FDCDDQ
168
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.3M -$238K -3,440 -15%
Envestnet Portfolio Solutions
169
Envestnet Portfolio Solutions
Illinois
$1.19M -$62.9K -910 -5%
PAS
170
Park Avenue Securities
New York
$1.18M -$12.5K -181 -1%
Public Sector Pension Investment Board (PSP Investments)
171
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.18M -$1.59M -23,000 -58%
State of Tennessee, Department of Treasury
172
State of Tennessee, Department of Treasury
Tennessee
$1.18M +$1.18M +17,000 New
TRCT
173
Tower Research Capital (TRC)
New York
$1.16M +$515K +7,454 +80%
EAM
174
EFG Asset Management
Oregon
$1.16M -$28.8K -416 -2%
Pathstone Holdings
175
Pathstone Holdings
New Jersey
$1.14M +$1.14M +16,548 New
5 6
7
8 9