365 hedge funds and large institutions have $5.33B invested in Stifel in 2023 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 129 increasing their positions, 130 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
365
Holders Change
-4
Holders Change %
-1.08%
% of All Funds
5.82%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
46
Increased
129
Reduced
130
Closed
45
Calls
$10.6M
Puts
$3.29M
Net Calls
+$7.31M
Net Calls Change
-$64K
Name Holding Trade Value Shares
Change
Shares
Change %
DIA
176
Dana Investment Advisors
Wisconsin
$1.23M -$322K -5,234 -21%
DM
177
Delphi Management
Massachusetts
$1.2M -$101K -1,639 -8%
VanEck Associates
178
VanEck Associates
New York
$1.19M +$357K +5,813 +43%
KWA
179
KCS Wealth Advisory
California
$1.18M -$240K -3,911 -17%
Envestnet Portfolio Solutions
180
Envestnet Portfolio Solutions
Illinois
$1.11M +$1.11M +18,121 New
Voloridge Investment Management
181
Voloridge Investment Management
Florida
$1.1M -$1.63M -26,498 -60%
VPIM
182
Vanguard Personalized Indexing Management
California
$1.09M +$53.8K +875 +5%
Russell Investments Group
183
Russell Investments Group
United Kingdom
$1.07M +$419K +6,812 +65%
PAS
184
Park Avenue Securities
New York
$1.06M +$1.78K +29 +0.2%
EAM
185
EFG Asset Management
Oregon
$1.05M -$84.6K -1,377 -7%
EGM
186
Engineers Gate Manager
New York
$1.03M +$275K +4,468 +36%
National Bank of Canada
187
National Bank of Canada
Quebec, Canada
$1.02M +$1.02M +17,602 New
Citigroup
188
Citigroup
New York
$1.02M +$239K +3,892 +31%
MFWP
189
Mosaic Family Wealth Partners
Missouri
$981K
ZB
190
Zions Bancorporation
Utah
$972K +$84.2K +1,371 +9%
TCM
191
Tributary Capital Management
Nebraska
$965K +$281K +4,571 +41%
Handelsbanken Fonder
192
Handelsbanken Fonder
Sweden
$954K
CCM
193
Cinctive Capital Management
New York
$922K +$922K +15,000 New
BRWA
194
B. Riley Wealth Advisors
Florida
$853K +$853K +13,881 New
FHB
195
First Hawaiian Bank
Hawaii
$826K -$22.1K -360 -3%
EF
196
Empowered Funds
Pennsylvania
$803K +$803K +13,074 New
PFBT
197
Parkside Financial Bank & Trust
Missouri
$794K -$364K -5,931 -31%
Brown Advisory
198
Brown Advisory
Maryland
$792K +$9.65K +157 +1%
PFO
199
Pathstone Family Office
New Jersey
$791K +$260K +4,238 +49%
TCM
200
Tanaka Capital Management
New York
$786K