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Stifel
SF

Overview Fund Activity

434 hedge funds and large institutions have $6.67B invested in Stifel in 2024 Q1 according to their latest regulatory filings, with 90 funds opening new positions, 140 increasing their positions, 136 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
434
Holders Change
+56
Holders Change %
+14.81%
% of All Funds
6.29%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
90
Increased
140
Reduced
136
Closed
32
Calls
$23.2M
Puts
$4.46M
Net Calls
+$18.7M
Net Calls Change
+$10.3M

Top Buyers

1
Marshall Wace
Marshall Wace
United Kingdom
$57.6M
2
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$54.9M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$238M
4
Vanguard Group
Vanguard Group
Pennsylvania
$818M
5
Invesco
Invesco
Georgia
$98.7M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$200M
2
Millennium Management
Millennium Management
New York
$103M
3
Victory Capital Management
Victory Capital Management
Texas
$7.39M
4
First Trust Advisors
First Trust Advisors
Illinois
$12.1M
5
Goldman Sachs
Goldman Sachs
New York
$47.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
SOMRS
151
State of Michigan Retirement System
Michigan
$1.96M +$46.9K +600 +2%
CFG
152
Clayton Financial Group
Missouri
$1.96M – – –
PNC Financial Services Group
153
PNC Financial Services Group
Pennsylvania
$1.91M -$18.6K -238 -1%
DTL
154
Dynamic Technology Lab
Singapore
$1.85M +$1.85M +23,673 New
ZB
155
Zions Bancorporation
Utah
$1.83M +$157K +2,008 +9%
QCM
156
Quantinno Capital Management
New York
$1.8M +$175K +2,236 +11%
NMIMC
157
Northwestern Mutual Investment Management Company
Wisconsin
$1.78M +$4.53K +58 +0.3%
SPIA
158
Steward Partners Investment Advisory
New York
$1.77M +$12.1K +155 +0.7%
TC
159
TwinBeech Capital
New York
$1.77M -$1.34M -17,185 -43%
DM
160
Delphi Management
Massachusetts
$1.77M +$30.1K +385 +2%
COPPSERS
161
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.76M +$4.38K +56 +0.2%
Squarepoint
162
Squarepoint
New York
$1.75M -$10.2M -130,704 -85%
Franklin Resources
163
Franklin Resources
California
$1.74M +$1.74M +22,316 New
NMERB
164
New Mexico Educational Retirement Board
New Mexico
$1.68M – – –
QPW
165
Quantum Private Wealth
Florida
$1.67M – – –
ANTB
166
AMG National Trust Bank
Colorado
$1.66M +$32.6K +417 +2%
AI
167
Atria Investments
North Carolina
$1.64M +$1.64M +20,977 New
CB
168
Commerce Bank
Missouri
$1.63M -$44.9K -574 -3%
Zurich Cantonal Bank
169
Zurich Cantonal Bank
Switzerland
$1.6M -$151K -1,937 -9%
TD Asset Management
170
TD Asset Management
Ontario, Canada
$1.59M +$1.59M +20,400 New
PGCM
171
Prescott Group Capital Management
Oklahoma
$1.59M – – –
WCM
172
Wedge Capital Management
North Carolina
$1.54M +$1.54M +19,729 New
Fifth Third Bancorp
173
Fifth Third Bancorp
Ohio
$1.53M -$66.1K -846 -4%
RIM
174
Redwood Investment Management
Arizona
$1.52M +$1.52M +19,401 New
Nomura Holdings
175
Nomura Holdings
Japan
$1.51M +$1.51M +19,268 New
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