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Stifel
SF

Overview Fund Activity

378 hedge funds and large institutions have $6.01B invested in Stifel in 2023 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 101 increasing their positions, 167 reducing their positions, and 41 closing their positions.

Holders
378
Holders Change
+13
Holders Change %
+3.56%
% of All Funds
5.54%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
60
Increased
101
Reduced
167
Closed
41
Calls
$13.1M
Puts
$4.64M
Net Calls
+$8.42M
Net Calls Change
+$1.11M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$353M
2
Millennium Management
2
Millennium Management
New York
$182M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$180M
4
AIM
4
Access Investment Management
Georgia
$9.84M
5
CCM
5
Channing Capital Management
Illinois
$78.1M

Top Sellers

1
AllianceBernstein
1
AllianceBernstein
Tennessee
$157M
2
Marshall Wace
2
Marshall Wace
United Kingdom
$0
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$696M
4
Fisher Asset Management
4
Fisher Asset Management
Washington
$97.1M
5
BlackRock
5
BlackRock
New York
$623M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$696M 10,070,350 -242,153 -2%
BlackRock
2
BlackRock
New York
$623M 9,010,689 -214,623 -2%
Capital Research Global Investors
3
Capital Research Global Investors
California
$421M 6,094,715 +805 +0%
Morgan Stanley
4
Morgan Stanley
New York
$353M 5,110,374 +2,075,101 +68%
State Street
5
State Street
Massachusetts
$209M 3,024,834 -3,590 -0.1%
EARNEST Partners
6
EARNEST Partners
Georgia
$189M 2,740,163 -62,112 -2%
Millennium Management
7
Millennium Management
New York
$182M 2,625,055 +1,008,375 +62%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$180M 2,599,282 +378,491 +17%
Stifel Financial
9
Stifel Financial
Missouri
$158M 2,282,605 -75,280 -3%
AllianceBernstein
10
AllianceBernstein
Tennessee
$157M 2,271,796 -339,843 -13%
Macquarie Group
11
Macquarie Group
Australia
$146M 2,104,572 -103,797 -5%
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$144M 2,079,385 -35,392 -2%
LSV Asset Management
13
LSV Asset Management
Illinois
$121M 1,742,700 -182,100 -9%
Fuller & Thaler Asset Management
14
Fuller & Thaler Asset Management
California
$115M 1,657,637 +1,148 +0.1%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$108M 1,567,020 +8,823 +0.6%
SAM
16
Silvercrest Asset Management
New York
$106M 1,534,286 -29,511 -2%
Fisher Asset Management
17
Fisher Asset Management
Washington
$97.1M 1,404,748 -233,736 -14%
GKIM
18
GW&K Investment Management
Massachusetts
$91.9M 1,328,922 -70,122 -5%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$84.9M 1,228,358 +23,881 +2%
Norges Bank
20
Norges Bank
Norway
$84.4M 1,220,080 +115,711 +10%
Charles Schwab
21
Charles Schwab
California
$83.5M 1,208,077 +6,645 +0.6%
Principal Financial Group
22
Principal Financial Group
Iowa
$81.7M 1,181,212 -2,509 -0.2%
CCM
23
Channing Capital Management
Illinois
$78.1M 1,128,947 +136,784 +14%
Northern Trust
24
Northern Trust
Illinois
$70.8M 1,024,132 -12,859 -1%
Invesco
25
Invesco
Georgia
$69.1M 999,885 +21,405 +2%
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