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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
+$307M
2
AllianceBernstein
AllianceBernstein
Tennessee
+$63.3M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$54.1M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$46.6M
5
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
+$34.9M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$221M
2
Millennium Management
Millennium Management
New York
-$64.4M
3
Invesco
Invesco
Georgia
-$34.9M
4
Macquarie Group
Macquarie Group
Australia
-$30.7M
5
Principal Financial Group
Principal Financial Group
Iowa
-$25M
Name Holding Trade Value Shares
Change 		Shares
Change %
BRWA
201
B. Riley Wealth Advisors
Florida
$1.07M -$99.4K -1,181 -9%
FHB
202
First Hawaiian Bank
Hawaii
$1.06M -$3.37K -40 -0.3%
TCM
203
Tributary Capital Management
Nebraska
$1.05M -$10.5K -125 -1%
MGIA
204
Moneta Group Investment Advisors
Missouri
$1.04M -$10.8K -128 -1%
Russell Investments Group
205
Russell Investments Group
United Kingdom
$1.04M +$293K +3,480 +39%
NYLIM
206
New York Life Investment Management
New York
$1.01M +$1.01M +12,005 New
GCM
207
Gator Capital Management
Florida
$1.01M – – –
CCM
208
Coldstream Capital Management
Washington
$991K +$2.27K +27 +0.2%
VPIM
209
Vanguard Personalized Indexing Management
California
$987K +$147K +1,746 +17%
X
210
Xponance
Pennsylvania
$934K -$107K -1,272 -10%
Public Employees Retirement Association of Colorado
211
Public Employees Retirement Association of Colorado
Colorado
$915K – – –
CAM
212
Cresset Asset Management
Illinois
$909K +$115K +1,364 +14%
Neuberger Berman Group
213
Neuberger Berman Group
New York
$889K +$14K +166 +2%
AAS
214
Avantax Advisory Services
Texas
$873K +$873K +10,379 New
Mercer Global Advisors
215
Mercer Global Advisors
Colorado
$851K +$23.9K +284 +3%
JC
216
JBF Capital
Colorado
$842K – – –
CCMG
217
Clark Capital Management Group
Pennsylvania
$839K +$839K +9,969 New
Cetera Investment Advisers
218
Cetera Investment Advisers
Illinois
$822K -$6.9K -82 -0.8%
HSBC Holdings
219
HSBC Holdings
United Kingdom
$757K +$187K +2,234 +33%
SCA
220
Snowden Capital Advisors
New York
$724K -$43.8K -521 -6%
BTI
221
Blue Trust Inc
Georgia
$688K +$501K +6,411 +269%
SAM
222
Securian Asset Management
Minnesota
$688K -$15.8K -188 -2%
DA
223
Detalus Advisors
Missouri
$685K – – –
GLA
224
Great Lakes Advisors
Illinois
$682K -$4.98M -59,183 -88%
P
225
Pitcairn
Pennsylvania
$676K +$68.7K +816 +11%
7 8
9
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