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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 %
Citigroup
176
Citigroup
New York
$1.09M -$105K -1,772 -9%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
177
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$1.04M +$1.04M +17,645 New
Jane Street
178
Jane Street
New York
$1.02M +$1.02M +17,273 New
VPIM
179
Vanguard Personalized Indexing Management
California
$990K +$223K +3,778 +29%
Mercer Global Advisors
180
Mercer Global Advisors
Colorado
$948K -$378K -6,390 -28%
MFWP
181
Mosaic Family Wealth Partners
Missouri
$943K +$59 +1 +0%
PAS
182
Park Avenue Securities
New York
$942K +$265K +4,479 +39%
Zurich Cantonal Bank
183
Zurich Cantonal Bank
Switzerland
$936K +$43.4K +734 +5%
ACM
184
Aquatic Capital Management
Illinois
$934K +$644K +10,900 +222%
Federated Hermes
185
Federated Hermes
Pennsylvania
$933K -$6.85K -116 -0.7%
QCM
186
Quantinno Capital Management
New York
$921K +$424K +7,178 +85%
Handelsbanken Fonder
187
Handelsbanken Fonder
Sweden
$918K – – –
Mariner
188
Mariner
Kansas
$901K +$256K +4,325 +40%
Point72 Asset Management
189
Point72 Asset Management
Connecticut
$899K -$2.36M -39,993 -72%
DTL
190
Dynamic Technology Lab
Singapore
$891K +$891K +15,086 New
Public Employees Retirement Association of Colorado
191
Public Employees Retirement Association of Colorado
Colorado
$880K -$14.7K -249 -2%
1CM
192
1492 Capital Management
Wisconsin
$879K +$879K +14,876 New
VRS
193
Virginia Retirement Systems
Virginia
$857K +$337K +5,700 +65%
ZB
194
Zions Bancorporation
Utah
$850K +$161K +2,732 +23%
X
195
Xponance
Pennsylvania
$819K -$2.84K -48 -0.3%
FHB
196
First Hawaiian Bank
Hawaii
$816K +$14.5K +246 +2%
TCM
197
Tanaka Capital Management
New York
$789K – – –
SG Americas Securities
198
SG Americas Securities
New York
$781K +$182K +3,081 +30%
PFC
199
Poplar Forest Capital
California
$777K +$777K +13,144 New
SLWA
200
San Luis Wealth Advisors
California
$760K +$760K +12,868 New
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