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Stifel
SF

Overview Fund Activity

434 hedge funds and large institutions have $6.67B invested in Stifel in 2024 Q1 according to their latest regulatory filings, with 90 funds opening new positions, 140 increasing their positions, 136 reducing their positions, and 32 closing their positions.

Holders
434
Holders Change
+56
Holders Change %
+14.81%
% of All Funds
6.29%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
90
Increased
140
Reduced
136
Closed
32
Calls
$23.2M
Puts
$4.46M
Net Calls
+$18.7M
Net Calls Change
+$10.3M

Top Buyers

1
Marshall Wace
1
Marshall Wace
United Kingdom
$57.6M
2
T. Rowe Price Investment Management
2
T. Rowe Price Investment Management
Maryland
$54.9M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$238M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$818M
5
Invesco
5
Invesco
Georgia
$98.7M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$200M
2
Millennium Management
2
Millennium Management
New York
$103M
3
Victory Capital Management
3
Victory Capital Management
Texas
$7.39M
4
First Trust Advisors
4
First Trust Advisors
Illinois
$12.1M
5
Goldman Sachs
5
Goldman Sachs
New York
$47.6M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$818M 10,461,734 +391,384 +4%
BlackRock
2
BlackRock
New York
$703M 8,992,710 -17,979 -0.2%
Capital Research Global Investors
3
Capital Research Global Investors
California
$476M 6,094,011 -704 -0%
State Street
4
State Street
Massachusetts
$243M 3,108,309 +83,475 +3%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$238M 3,046,837 +447,555 +17%
EARNEST Partners
6
EARNEST Partners
Georgia
$229M 2,932,059 +191,896 +7%
Morgan Stanley
7
Morgan Stanley
New York
$200M 2,555,975 -2,554,399 -50%
AllianceBernstein
8
AllianceBernstein
Tennessee
$180M 2,307,085 +35,289 +2%
Stifel Financial
9
Stifel Financial
Missouri
$177M 2,261,981 -20,624 -0.9%
Macquarie Group
10
Macquarie Group
Australia
$160M 2,041,468 -63,104 -3%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$156M 2,000,625 -78,760 -4%
LSV Asset Management
12
LSV Asset Management
Illinois
$141M 1,799,270 +56,570 +3%
Fuller & Thaler Asset Management
13
Fuller & Thaler Asset Management
California
$139M 1,771,944 +114,307 +7%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$127M 1,627,962 +60,942 +4%
SAM
15
Silvercrest Asset Management
New York
$109M 1,391,723 -142,563 -9%
Fisher Asset Management
16
Fisher Asset Management
Washington
$108M 1,385,242 -19,506 -1%
Principal Financial Group
17
Principal Financial Group
Iowa
$104M 1,332,258 +151,046 +13%
Millennium Management
18
Millennium Management
New York
$103M 1,315,819 -1,309,236 -50%
GKIM
19
GW&K Investment Management
Massachusetts
$102M 1,301,087 -27,835 -2%
Invesco
20
Invesco
Georgia
$98.7M 1,262,478 +262,593 +26%
Charles Schwab
21
Charles Schwab
California
$96.7M 1,237,660 +29,583 +2%
Norges Bank
22
Norges Bank
Norway
$94M 1,202,049 -18,031 -1%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$92.4M 1,181,700 -46,658 -4%
CCM
24
Channing Capital Management
Illinois
$91.5M 1,170,148 +41,201 +4%
Bank of America
25
Bank of America
North Carolina
$80.5M 1,029,500 +131,781 +15%
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