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Stifel
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Overview Fund Activity

441 hedge funds and large institutions have $8.15B invested in Stifel in 2024 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 155 increasing their positions, 164 reducing their positions, and 38 closing their positions.

Holders
441
Holders Change
+6
Holders Change %
+1.38%
% of All Funds
6.38%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.12%
New
45
Increased
155
Reduced
164
Closed
38
Calls
$24.5M
Puts
$5.22M
Net Calls
+$19.2M
Net Calls Change
-$351K

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$747M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$184M
3
Millennium Management
3
Millennium Management
New York
$110M
4
Goldman Sachs
4
Goldman Sachs
New York
$93.6M
5
Invesco
5
Invesco
Georgia
$95.9M

Top Sellers

1
Norges Bank
1
Norges Bank
Norway
$0
2
Balyasny Asset Management
2
Balyasny Asset Management
Illinois
$29.9M
3
LSV Asset Management
3
LSV Asset Management
Illinois
$141M
4
Citadel Advisors
4
Citadel Advisors
Florida
$4.41M
5
Walleye Capital
5
Walleye Capital
New York
$3.91M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$975M 10,381,779 -8,447 -0.1%
BlackRock
2
BlackRock
New York
$874M 9,310,520 +61,459 +0.7%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$747M 7,956,412 +1,256,595 +19%
Capital Research Global Investors
4
Capital Research Global Investors
California
$326M 3,473,091 +2,011 +0.1%
State Street
5
State Street
Massachusetts
$293M 3,122,342 +31,101 +1%
AllianceBernstein
6
AllianceBernstein
Tennessee
$279M 2,973,612 -85,347 -3%
EARNEST Partners
7
EARNEST Partners
Georgia
$279M 2,972,595 +18,496 +0.6%
Morgan Stanley
8
Morgan Stanley
New York
$223M 2,380,108 -5,768 -0.2%
Stifel Financial
9
Stifel Financial
Missouri
$214M 2,279,267 +33,953 +2%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$185M 1,970,613 -37,125 -2%
Wellington Management Group
11
Wellington Management Group
Massachusetts
$184M 1,958,709 +860,465 +78%
Fuller & Thaler Asset Management
12
Fuller & Thaler Asset Management
California
$166M 1,765,658 -4,998 -0.3%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$159M 1,696,605 +20,110 +1%
LSV Asset Management
14
LSV Asset Management
Illinois
$141M 1,499,770 -244,900 -14%
Macquarie Group
15
Macquarie Group
Australia
$139M 1,481,470 -194,938 -12%
Fisher Asset Management
16
Fisher Asset Management
Washington
$138M 1,464,421 +65,113 +5%
GKIM
17
GW&K Investment Management
Massachusetts
$117M 1,247,465 -37,687 -3%
Charles Schwab
18
Charles Schwab
California
$117M 1,247,016 +1,718 +0.1%
SAM
19
Silvercrest Asset Management
New York
$111M 1,182,523 -22,918 -2%
Millennium Management
20
Millennium Management
New York
$110M 1,176,424 +625,853 +114%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$103M 1,091,965 -97,083 -8%
CCM
22
Channing Capital Management
Illinois
$101M 1,072,589 -70,747 -6%
T. Rowe Price Investment Management
23
T. Rowe Price Investment Management
Maryland
$101M 1,072,476 -44,903 -4%
Invesco
24
Invesco
Georgia
$95.9M 1,021,113 +173,021 +20%
Principal Financial Group
25
Principal Financial Group
Iowa
$94.5M 1,006,574 -28,475 -3%
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