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Stifel
SF

Overview Fund Activity

369 hedge funds and large institutions have $5.15B invested in Stifel in 2023 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 119 increasing their positions, 146 reducing their positions, and 37 closing their positions.

Holders
369
Holders Change
+3
Holders Change %
+0.82%
% of All Funds
5.82%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
40
Increased
119
Reduced
146
Closed
37
Calls
$8.62M
Puts
$1.25M
Net Calls
+$7.38M
Net Calls Change
-$294K

Top Buyers

1
LSV Asset Management
1
LSV Asset Management
Illinois
$118M
2
Balyasny Asset Management
2
Balyasny Asset Management
Illinois
$43.3M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$46.1M
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$21M
5
Qube Research & Technologies (QRT)
5
Qube Research & Technologies (QRT)
United Kingdom
$16.8M

Top Sellers

1
BlackRock
1
BlackRock
New York
$596M
2
Marshall Wace
2
Marshall Wace
United Kingdom
$53.1M
3
Morgan Stanley
3
Morgan Stanley
New York
$149M
4
Goldman Sachs
4
Goldman Sachs
New York
$40.3M
5
Macquarie Group
5
Macquarie Group
Australia
$138M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$625M 10,480,286 -140,808 -1%
BlackRock
2
BlackRock
New York
$596M 9,996,112 -878,392 -8%
Capital Research Global Investors
3
Capital Research Global Investors
California
$363M 6,091,731 +2,974 +0%
State Street
4
State Street
Massachusetts
$179M 2,992,653 +28,266 +1%
EARNEST Partners
5
EARNEST Partners
Georgia
$167M 2,794,077 -38,163 -1%
AllianceBernstein
6
AllianceBernstein
Tennessee
$161M 2,701,091 -66,251 -2%
Morgan Stanley
7
Morgan Stanley
New York
$149M 2,504,753 -716,773 -22%
Stifel Financial
8
Stifel Financial
Missouri
$145M 2,428,447 -48,014 -2%
Macquarie Group
9
Macquarie Group
Australia
$138M 2,305,819 -514,692 -18%
LSV Asset Management
10
LSV Asset Management
Illinois
$118M 1,981,200 +1,979,500 +116,441%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$118M 1,971,445 -50,714 -3%
Fisher Asset Management
12
Fisher Asset Management
Washington
$101M 1,685,312 +874 +0.1%
Fuller & Thaler Asset Management
13
Fuller & Thaler Asset Management
California
$99.2M 1,662,683 +2,810 +0.2%
Millennium Management
14
Millennium Management
New York
$96.9M 1,624,346 -305,398 -16%
SAM
15
Silvercrest Asset Management
New York
$96.7M 1,621,149 +125,307 +8%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$91.9M 1,539,363 +72,992 +5%
GKIM
17
GW&K Investment Management
Massachusetts
$84.5M 1,416,428 +171,861 +14%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$75.1M 1,257,826 -10,045 -0.8%
Charles Schwab
19
Charles Schwab
California
$69.4M 1,162,857 +29,722 +3%
Norges Bank
20
Norges Bank
Norway
$65.1M 1,091,810 +32,901 +3%
Northern Trust
21
Northern Trust
Illinois
$63M 1,056,077 -21,634 -2%
CCM
22
Channing Capital Management
Illinois
$56.4M 945,261 +53,997 +6%
Invesco
23
Invesco
Georgia
$54.5M 913,256 -91,847 -9%
Marshall Wace
24
Marshall Wace
United Kingdom
$53.1M 889,415 -856,283 -49%
Bank of America
25
Bank of America
North Carolina
$50.6M 847,885 -171,552 -17%
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