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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 %
QL
201
Quarry LP
New York
$754K +$754K +12,764 New
Brown Advisory
202
Brown Advisory
Maryland
$752K -$59 -1 -0%
PAMS
203
Pictet Asset Management (Switzerland)
Switzerland
$739K – – –
VanEck Associates
204
VanEck Associates
New York
$734K +$543K +9,178 +283%
Group One Trading
205
Group One Trading
Illinois
$724K +$724K +12,245 New
Two Sigma Investments
206
Two Sigma Investments
New York
$699K -$4.95M -83,849 -88%
TCM
207
Tributary Capital Management
Nebraska
$698K -$8.34M -141,183 -92%
E
208
Ergoteles
New York
$696K +$696K +11,781 New
QP
209
Quilter Plc
United Kingdom
$682K +$682K +687 New
SMC
210
Smith, Moore & Co
Missouri
$638K +$13.5K +228 +2%
KTA
211
Keeley-Teton Advisors
Illinois
$600K +$23.6K +400 +4%
BC
212
Bridgefront Capital
Texas
$589K +$271K +4,593 +85%
CCM
213
Coldstream Capital Management
Washington
$583K +$30.7K +520 +6%
SAM
214
Securian Asset Management
Minnesota
$567K -$10.2K -172 -2%
MGIA
215
Moneta Group Investment Advisors
Missouri
$564K +$84.3K +1,427 +18%
Mackenzie Financial
216
Mackenzie Financial
Ontario, Canada
$547K +$547K +9,256 New
I
217
InceptionR
California
$538K -$300K -5,082 -36%
XT
218
XTX Topco
Cayman Islands
$529K +$529K +8,949 New
DA
219
Detalus Advisors
Missouri
$526K -$11.8K -200 -2%
PFO
220
Pathstone Family Office
New Jersey
$512K -$587K -9,936 -53%
Asset Management One
221
Asset Management One
Japan
$502K +$502K +8,492 New
CGH
222
Crossmark Global Holdings
Texas
$470K +$1.24K +21 +0.3%
MSRPS
223
Maryland State Retirement & Pension System
Maryland
$459K – – –
BRWA
224
B. Riley Wealth Advisors
Florida
$459K +$250K +4,230 +120%
P
225
Pitcairn
Pennsylvania
$458K -$44.9K -760 -9%
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9
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