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Stifel
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Overview Fund Activity

365 hedge funds and large institutions have $5.33B invested in Stifel in 2023 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 129 increasing their positions, 130 reducing their positions, and 45 closing their positions.

Holders
365
Holders Change
-4
Holders Change %
-1.08%
% of All Funds
5.82%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
46
Increased
129
Reduced
130
Closed
45
Calls
$10.6M
Puts
$3.29M
Net Calls
+$7.31M
Net Calls Change
-$64K

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$136M
2
Morgan Stanley
2
Morgan Stanley
New York
$186M
3
Principal Financial Group
3
Principal Financial Group
Iowa
$72.7M
4
Fiera Capital (Canada)
4
Fiera Capital (Canada)
Quebec, Canada
$28.6M
5
Goldman Sachs
5
Goldman Sachs
New York
$66.7M

Top Sellers

1
BlackRock
1
BlackRock
New York
$567M
2
Balyasny Asset Management
2
Balyasny Asset Management
Illinois
$0
3
Marshall Wace
3
Marshall Wace
United Kingdom
$18.2M
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$4.04M
5
ACL
5
Azora Capital LP
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$634M 10,312,503 -167,783 -2%
BlackRock
2
BlackRock
New York
$567M 9,225,312 -770,800 -8%
Capital Research Global Investors
3
Capital Research Global Investors
California
$374M 6,093,910 +2,179 +0%
Morgan Stanley
4
Morgan Stanley
New York
$186M 3,035,273 +530,520 +21%
State Street
5
State Street
Massachusetts
$186M 3,028,424 +35,771 +1%
EARNEST Partners
6
EARNEST Partners
Georgia
$172M 2,802,275 +8,198 +0.3%
AllianceBernstein
7
AllianceBernstein
Tennessee
$160M 2,611,639 -89,452 -3%
Stifel Financial
8
Stifel Financial
Missouri
$145M 2,357,885 -70,562 -3%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$136M 2,220,791 +1,448,068 +187%
Macquarie Group
10
Macquarie Group
Australia
$136M 2,208,369 -97,450 -4%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$130M 2,114,777 +143,332 +7%
LSV Asset Management
12
LSV Asset Management
Illinois
$118M 1,924,800 -56,400 -3%
Fuller & Thaler Asset Management
13
Fuller & Thaler Asset Management
California
$102M 1,656,489 -6,194 -0.4%
Fisher Asset Management
14
Fisher Asset Management
Washington
$101M 1,638,484 -46,828 -3%
Millennium Management
15
Millennium Management
New York
$99.3M 1,616,680 -7,666 -0.5%
SAM
16
Silvercrest Asset Management
New York
$96.1M 1,563,797 -57,352 -4%
Geode Capital Management
17
Geode Capital Management
Massachusetts
$95.8M 1,558,197 +18,834 +1%
GKIM
18
GW&K Investment Management
Massachusetts
$86M 1,399,044 -17,384 -1%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$74M 1,204,477 -53,349 -4%
Charles Schwab
20
Charles Schwab
California
$73.8M 1,201,432 +38,575 +3%
Principal Financial Group
21
Principal Financial Group
Iowa
$72.7M 1,183,721 +518,163 +78%
Norges Bank
22
Norges Bank
Norway
$67.9M 1,104,369 +12,559 +1%
Goldman Sachs
23
Goldman Sachs
New York
$66.7M 1,084,951 +408,817 +60%
Northern Trust
24
Northern Trust
Illinois
$63.7M 1,036,991 -19,086 -2%
CCM
25
Channing Capital Management
Illinois
$61M 992,163 +46,902 +5%
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