378 hedge funds and large institutions have $6.01B invested in Stifel in 2023 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 101 increasing their positions, 167 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
378
Holders Change
+13
Holders Change %
+3.56%
% of All Funds
5.54%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
60
Increased
101
Reduced
167
Closed
41
Calls
$13.1M
Puts
$4.64M
Net Calls
+$8.42M
Net Calls Change
+$1.11M
Name Holding Trade Value Shares
Change
Shares
Change %
AA
201
AlphaQ Advisors
Florida
$761K -$91.2K -1,319 -11%
AG
202
AIA Group
Hong Kong
$726K +$435K +6,289 +149%
Mercer Global Advisors
203
Mercer Global Advisors
Colorado
$695K +$54.5K +789 +9%
JC
204
JBF Capital
Colorado
$692K
SMC
205
Smith, Moore & Co
Missouri
$681K -$28.2K -408 -4%
MGIA
206
Moneta Group Investment Advisors
Missouri
$672K +$4.98K +72 +0.7%
QC
207
Quadrature Capital
United Kingdom
$649K +$649K +9,384 New
CAM
208
Cresset Asset Management
Illinois
$623K +$16.5K +239 +3%
LAM
209
LECAP Asset Management
United Kingdom
$607K +$607K +8,778 New
SAM
210
Securian Asset Management
Minnesota
$595K -$16.5K -239 -3%
SCA
211
Snowden Capital Advisors
New York
$580K +$11K +159 +2%
DA
212
Detalus Advisors
Missouri
$574K
Deutsche Bank
213
Deutsche Bank
Germany
$553K +$27.3K +395 +5%
VI
214
Vestcor Inc
New Brunswick, Canada
$547K
MSRPS
215
Maryland State Retirement & Pension System
Maryland
$537K
Creative Planning
216
Creative Planning
Kansas
$537K +$130K +1,886 +32%
OSAM
217
O'Shaughnessy Asset Management
Connecticut
$524K -$10.9K -158 -2%
P
218
Pitcairn
Pennsylvania
$508K -$12.2K -176 -2%
CIA
219
Concurrent Investment Advisors
Florida
$504K +$504K +7,290 New
I
220
InceptionR
California
$498K -$169K -2,441 -25%
A
221
AlphaQuest
New York
$496K +$496K +7,170 New
CGH
222
Crossmark Global Holdings
Texas
$495K -$9.54K -138 -2%
BNP Paribas Financial Markets
223
BNP Paribas Financial Markets
France
$487K +$32.6K +471 +7%
MPM
224
Meritage Portfolio Management
Kansas
$469K +$153K +2,207 +48%
HSBC Holdings
225
HSBC Holdings
United Kingdom
$466K -$2.12M -30,728 -82%