SF icon

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 %
BHPW
176
Beverly Hills Private Wealth
California
$1.67M +$639K +7,596 +62%
WCM
177
Wedge Capital Management
North Carolina
$1.66M -$4.21K -50 -0.3%
Pacer Advisors
178
Pacer Advisors
Pennsylvania
$1.62M +$325K +3,865 +25%
Handelsbanken Fonder
179
Handelsbanken Fonder
Sweden
$1.62M +$311K +3,700 +24%
Fifth Third Bancorp
180
Fifth Third Bancorp
Ohio
$1.62M -$35.1K -417 -2%
Citigroup
181
Citigroup
New York
$1.58M +$226K +2,681 +17%
SG Americas Securities
182
SG Americas Securities
New York
$1.54M +$1.54M +18,337 New
Envestnet Portfolio Solutions
183
Envestnet Portfolio Solutions
Illinois
$1.53M +$86.2K +1,024 +6%
FDCDDQ
184
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.51M -$69K -820 -4%
EAM
185
EFG Asset Management
Oregon
$1.5M +$7.07K +84 +0.5%
PAS
186
Park Avenue Securities
New York
$1.47M +$36.1K +429 +3%
State of Tennessee, Department of Treasury
187
State of Tennessee, Department of Treasury
Tennessee
$1.43M – – –
Zurich Cantonal Bank
188
Zurich Cantonal Bank
Switzerland
$1.42M -$310K -3,682 -18%
CL
189
Choreo LLC
Illinois
$1.38M +$1.38M +16,505 New
MFWP
190
Mosaic Family Wealth Partners
Missouri
$1.34M – – –
TCM
191
Tanaka Capital Management
New York
$1.33M -$7.57K -90 -0.6%
QCM
192
QRG Capital Management
Illinois
$1.31M +$7.91K +94 +0.6%
QPW
193
Quantum Private Wealth
Florida
$1.25M -$549K -6,522 -30%
Creative Planning
194
Creative Planning
Kansas
$1.25M +$112K +1,335 +10%
XT
195
XTX Topco
Cayman Islands
$1.25M +$629K +7,476 +102%
VOYA Investment Management
196
VOYA Investment Management
Georgia
$1.18M +$77.9K +926 +7%
BA
197
Bridgewater Associates
Connecticut
$1.18M +$1.18M +13,964 New
OSAM
198
O'Shaughnessy Asset Management
Connecticut
$1.16M +$303K +3,603 +35%
Brown Advisory
199
Brown Advisory
Maryland
$1.12M +$2.27K +27 +0.2%
Pictet Asset Management
200
Pictet Asset Management
Switzerland
$1.11M +$36.1K +429 +3%
6 7
8
9 10