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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.

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
1
Fuller & Thaler Asset Management
California
$98.1M
2
GKIM
2
GW&K Investment Management
Massachusetts
$73.5M
3
ACL
3
Azora Capital LP
Florida
$26.1M
4
SAM
4
Silvercrest Asset Management
New York
$88.4M
5
Diamond Hill Capital Management
5
Diamond Hill Capital Management
Ohio
$17.4M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$73.7M
2
Millennium Management
2
Millennium Management
New York
$114M
3
AllianceBernstein
3
AllianceBernstein
Tennessee
$164M
4
SCA
4
Southpoint Capital Advisors
New York
$0
5
Assenagon Asset Management
5
Assenagon Asset Management
Luxembourg
$12M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$643M 10,874,504 -362,753 -3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$628M 10,621,094 +175,487 +2%
Capital Research Global Investors
3
Capital Research Global Investors
California
$360M 6,088,757 +1,121 +0%
Morgan Stanley
4
Morgan Stanley
New York
$190M 3,221,526 +101,378 +3%
State Street
5
State Street
Massachusetts
$175M 2,964,387 +22,785 +0.8%
EARNEST Partners
6
EARNEST Partners
Georgia
$167M 2,832,240 +13,171 +0.5%
Macquarie Group
7
Macquarie Group
Australia
$167M 2,820,511 -450,986 -14%
AllianceBernstein
8
AllianceBernstein
Tennessee
$164M 2,767,342 -644,193 -19%
Stifel Financial
9
Stifel Financial
Missouri
$146M 2,476,461 +143,902 +6%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$119M 2,022,159 -202,509 -9%
Millennium Management
11
Millennium Management
New York
$114M 1,929,744 -899,117 -32%
Marshall Wace
12
Marshall Wace
United Kingdom
$103M 1,745,698 +289,846 +20%
Fisher Asset Management
13
Fisher Asset Management
Washington
$99.5M 1,684,438 -106,685 -6%
Fuller & Thaler Asset Management
14
Fuller & Thaler Asset Management
California
$98.1M 1,659,873 +1,019,328 +159%
SAM
15
Silvercrest Asset Management
New York
$88.4M 1,495,842 +395,509 +36%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$86.6M 1,466,371 +38,190 +3%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$74.9M 1,267,871 -22,015 -2%
Goldman Sachs
18
Goldman Sachs
New York
$73.7M 1,247,324 -1,108,518 -47%
GKIM
19
GW&K Investment Management
Massachusetts
$73.5M 1,244,567 +442,819 +55%
Charles Schwab
20
Charles Schwab
California
$67M 1,133,135 +20,373 +2%
Northern Trust
21
Northern Trust
Illinois
$63.7M 1,077,711 +943 +0.1%
Norges Bank
22
Norges Bank
Norway
$62.6M 1,058,909 +23,770 +2%
Bank of America
23
Bank of America
North Carolina
$60.2M 1,019,437 +32,184 +3%
Invesco
24
Invesco
Georgia
$59.4M 1,005,103 -143,849 -13%
CCM
25
Channing Capital Management
Illinois
$52.7M 891,264 -424,089 -32%
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