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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 %
AssetMark Inc
176
AssetMark Inc
California
$1.5M +$546K +6,986 +57%
SAG
177
SageView Advisory Group
California
$1.46M +$1.46M +16,006 New
EAM
178
EFG Asset Management
Oregon
$1.39M +$78.2K +1,001 +6%
Envestnet Portfolio Solutions
179
Envestnet Portfolio Solutions
Illinois
$1.34M -$3.67K -47 -0.3%
PAS
180
Park Avenue Securities
New York
$1.33M -$3.52K -45 -0.3%
Public Sector Pension Investment Board (PSP Investments)
181
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.33M – – –
State of Tennessee, Department of Treasury
182
State of Tennessee, Department of Treasury
Tennessee
$1.33M – – –
FDCDDQ
183
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.31M – – –
Citigroup
184
Citigroup
New York
$1.26M +$244K +3,115 +24%
MFWP
185
Mosaic Family Wealth Partners
Missouri
$1.25M – – –
TCM
186
Tanaka Capital Management
New York
$1.24M +$246K +3,150 +25%
ACM
187
Aquatic Capital Management
Illinois
$1.24M -$1.1M -14,100 -47%
Handelsbanken Fonder
188
Handelsbanken Fonder
Sweden
$1.21M – – –
QCM
189
QRG Capital Management
Illinois
$1.21M -$6.25K -80 -0.5%
Pacer Advisors
190
Pacer Advisors
Pennsylvania
$1.2M +$6.96K +89 +0.6%
Creative Planning
191
Creative Planning
Kansas
$1.06M +$453K +5,797 +75%
Brown Advisory
192
Brown Advisory
Maryland
$1.04M +$26.4K +338 +3%
EF
193
Empowered Funds
Pennsylvania
$1.04M -$626K -8,006 -38%
VOYA Investment Management
194
VOYA Investment Management
Georgia
$1.02M -$2.36M -30,180 -70%
SPA
195
Sherbrooke Park Advisers
New York
$1.01M +$1.01M +12,973 New
CC
196
Centiva Capital
New York
$1.01M +$757K +9,681 +304%
Pictet Asset Management
197
Pictet Asset Management
Switzerland
$993K +$14.9K +190 +2%
FHB
198
First Hawaiian Bank
Hawaii
$992K -$21.7K -278 -2%
TCM
199
Tributary Capital Management
Nebraska
$985K -$267K -3,410 -21%
MGIA
200
Moneta Group Investment Advisors
Missouri
$978K +$219K +2,796 +29%
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