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Stifel
SF

Overview Fund Activity

435 hedge funds and large institutions have $7.35B invested in Stifel in 2024 Q2 according to their latest regulatory filings, with 59 funds opening new positions, 137 increasing their positions, 159 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
435
Holders Change
+1
Holders Change %
+0.23%
% of All Funds
6.33%
Holding in Top 10
7
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+133.33%
% of All Funds
0.1%
New
59
Increased
137
Reduced
159
Closed
54
Calls
$24.6M
Puts
$4.96M
Net Calls
+$19.6M
Net Calls Change
+$861K

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$564M
2
AllianceBernstein
AllianceBernstein
Tennessee
$257M
3
Wellington Management Group
Wellington Management Group
Massachusetts
$92.4M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
$58.7M
5
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$94M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
$292M
2
Millennium Management
Millennium Management
New York
$46.3M
3
Invesco
Invesco
Georgia
$71.4M
4
Macquarie Group
Macquarie Group
Australia
$141M
5
Principal Financial Group
Principal Financial Group
Iowa
$87.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
MML Investors Services
151
MML Investors Services
Massachusetts
$2.33M -$126K -1,500 -5%
Boston Partners
152
Boston Partners
Massachusetts
$2.29M -$133K -1,580 -5%
HCA
153
Harbor Capital Advisors
Illinois
$2.22M +$1.62M +19,291 +270%
PIP
154
Palisades Investment Partners
California
$2.15M +$2.15M +25,565 New
Squarepoint
155
Squarepoint
New York
$2.15M +$262K +3,116 +14%
AssetMark Inc
156
AssetMark Inc
California
$2.08M +$471K +5,593 +29%
SOMRS
157
State of Michigan Retirement System
Michigan
$2.08M -$33.7K -400 -2%
TD Asset Management
158
TD Asset Management
Ontario, Canada
$2M +$286K +3,400 +17%
CFG
159
Clayton Financial Group
Missouri
$1.96M – – –
Mackenzie Financial
160
Mackenzie Financial
Ontario, Canada
$1.95M +$1.95M +23,176 New
APF
161
Alaska Permanent Fund
Alaska
$1.93M -$913K -10,299 -32%
NMIMC
162
Northwestern Mutual Investment Management Company
Wisconsin
$1.92M +$9.85K +117 +0.5%
SPIA
163
Steward Partners Investment Advisory
New York
$1.92M +$12.2K +145 +0.6%
PNC Financial Services Group
164
PNC Financial Services Group
Pennsylvania
$1.92M -$136K -1,620 -7%
DM
165
Delphi Management
Massachusetts
$1.92M +$14.8K +176 +0.8%
COPPSERS
166
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.91M +$12.3K +146 +0.6%
ZB
167
Zions Bancorporation
Utah
$1.91M -$59.9K -712 -3%
NMERB
168
New Mexico Educational Retirement Board
New Mexico
$1.81M – – –
OPERF
169
Oregon Public Employees Retirement Fund
Oregon
$1.79M -$337K -4,000 -16%
AI
170
Atria Investments
North Carolina
$1.78M +$17.5K +208 +1%
ANTB
171
AMG National Trust Bank
Colorado
$1.78M -$5.22K -62 -0.3%
KOCAA
172
Knights of Columbus Asset Advisors
Connecticut
$1.73M -$1.55M -18,425 -47%
CB
173
Commerce Bank
Missouri
$1.73M -$24.3K -289 -1%
PGCM
174
Prescott Group Capital Management
Oklahoma
$1.71M – – –
GFS
175
GYL Financial Synergies
Connecticut
$1.71M +$1.44M +17,101 +532%
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