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Stifel
SF

Overview Fund Activity

435 hedge funds and large institutions have $7.35B invested in Stifel in 2024 Q2 according to their latest regulatory filings, with 59 funds opening new positions, 137 increasing their positions, 159 reducing their positions, and 54 closing their positions.

Holders
435
Holders Change
+1
Holders Change %
+0.23%
% of All Funds
6.33%
Holding in Top 10
7
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+133.33%
% of All Funds
0.1%
New
59
Increased
137
Reduced
159
Closed
54
Calls
$24.6M
Puts
$4.96M
Net Calls
+$19.6M
Net Calls Change
+$861K

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$564M
2
AllianceBernstein
2
AllianceBernstein
Tennessee
$257M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$92.4M
4
Balyasny Asset Management
4
Balyasny Asset Management
Illinois
$58.7M
5
T. Rowe Price Investment Management
5
T. Rowe Price Investment Management
Maryland
$94M

Top Sellers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$292M
2
Millennium Management
2
Millennium Management
New York
$46.3M
3
Invesco
3
Invesco
Georgia
$71.4M
4
Macquarie Group
4
Macquarie Group
Australia
$141M
5
Principal Financial Group
5
Principal Financial Group
Iowa
$87.1M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$874M 10,390,226 -71,508 -0.7%
BlackRock
2
BlackRock
New York
$778M 9,249,061 +256,351 +3%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$564M 6,699,817 +3,652,980 +120%
Capital Research Global Investors
4
Capital Research Global Investors
California
$292M 3,471,080 -2,622,931 -43%
State Street
5
State Street
Massachusetts
$260M 3,091,241 -17,068 -0.5%
AllianceBernstein
6
AllianceBernstein
Tennessee
$257M 3,058,959 +751,874 +33%
EARNEST Partners
7
EARNEST Partners
Georgia
$249M 2,954,099 +22,040 +0.8%
Morgan Stanley
8
Morgan Stanley
New York
$201M 2,385,876 -170,099 -7%
Stifel Financial
9
Stifel Financial
Missouri
$189M 2,245,314 -16,667 -0.7%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$169M 2,007,738 +7,113 +0.4%
Fuller & Thaler Asset Management
11
Fuller & Thaler Asset Management
California
$149M 1,770,656 -1,288 -0.1%
LSV Asset Management
12
LSV Asset Management
Illinois
$147M 1,744,670 -54,600 -3%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$141M 1,676,495 +48,533 +3%
Macquarie Group
14
Macquarie Group
Australia
$141M 1,676,408 -365,060 -18%
Fisher Asset Management
15
Fisher Asset Management
Washington
$118M 1,399,308 +14,066 +1%
GKIM
16
GW&K Investment Management
Massachusetts
$108M 1,285,152 -15,935 -1%
Charles Schwab
17
Charles Schwab
California
$105M 1,245,298 +7,638 +0.6%
Norges Bank
18
Norges Bank
Norway
$103M 1,224,629 +22,580 +2%
SAM
19
Silvercrest Asset Management
New York
$101M 1,205,441 -186,282 -13%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$100M 1,189,048 +7,348 +0.6%
CCM
21
Channing Capital Management
Illinois
$96.2M 1,143,336 -26,812 -2%
T. Rowe Price Investment Management
22
T. Rowe Price Investment Management
Maryland
$94M 1,117,379 +414,804 +59%
Wellington Management Group
23
Wellington Management Group
Massachusetts
$92.4M 1,098,244 +643,277 +141%
Principal Financial Group
24
Principal Financial Group
Iowa
$87.1M 1,035,049 -297,209 -22%
Bank of America
25
Bank of America
North Carolina
$85.1M 1,011,733 -17,767 -2%
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