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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 %
X
201
Xponance
Pennsylvania
$967K +$2.81K +36 +0.3%
BHPW
202
Beverly Hills Private Wealth
California
$953K +$560K +7,165 +143%
GCM
203
Gator Capital Management
Florida
$938K – – –
CCM
204
Coldstream Capital Management
Washington
$918K +$6.02K +77 +0.7%
Aviva
205
Aviva
United Kingdom
$880K +$880K +11,255 New
BRWA
206
B. Riley Wealth Advisors
Florida
$853K +$62.4K +1,016 +8%
Two Sigma Advisers
207
Two Sigma Advisers
New York
$852K -$433K -5,538 -34%
Public Employees Retirement Association of Colorado
208
Public Employees Retirement Association of Colorado
Colorado
$850K -$93.6K -1,197 -10%
Neuberger Berman Group
209
Neuberger Berman Group
New York
$813K -$110K -1,413 -12%
D.E. Shaw & Co
210
D.E. Shaw & Co
New York
$805K -$1.08M -13,798 -57%
OSAM
211
O'Shaughnessy Asset Management
Connecticut
$799K +$207K +2,649 +35%
AA
212
AlphaQ Advisors
Florida
$782K -$78.2K -1,000 -9%
JC
213
JBF Capital
Colorado
$782K – – –
VPIM
214
Vanguard Personalized Indexing Management
California
$781K -$330K -4,219 -30%
Cetera Investment Advisers
215
Cetera Investment Advisers
Illinois
$770K +$770K +9,854 New
Mercer Global Advisors
216
Mercer Global Advisors
Colorado
$769K -$17.4K -223 -2%
TCM
217
Teza Capital Management
Illinois
$757K -$715K -9,144 -49%
CAM
218
Cresset Asset Management
Illinois
$738K +$33.8K +432 +5%
SCA
219
Snowden Capital Advisors
New York
$713K +$58.2K +744 +9%
MM
220
MQS Management
New York
$703K +$703K +8,996 New
PFBT
221
Parkside Financial Bank & Trust
Missouri
$703K -$309K -3,951 -31%
QC
222
Quadrature Capital
United Kingdom
$696K -$37.5K -480 -5%
Russell Investments Group
223
Russell Investments Group
United Kingdom
$693K -$468K -5,981 -40%
SAM
224
Securian Asset Management
Minnesota
$653K -$19.4K -248 -3%
Deutsche Bank
225
Deutsche Bank
Germany
$650K +$24.9K +318 +4%
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