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Stifel
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Overview Fund Activity

507 hedge funds and large institutions have $9.29B invested in Stifel in 2024 Q4 according to their latest regulatory filings, with 93 funds opening new positions, 161 increasing their positions, 172 reducing their positions, and 21 closing their positions.

Holders
507
Holders Change
+66
Holders Change %
+14.97%
% of All Funds
6.75%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
93
Increased
161
Reduced
172
Closed
21
Calls
$26.4M
Puts
$10.5M
Net Calls
+$15.9M
Net Calls Change
-$3.35M

Top Buyers

1
Norges Bank
1
Norges Bank
Norway
$137M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$915M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$275M
4
Walleye Capital
4
Walleye Capital
New York
$25.3M
5
Invesco
5
Invesco
Georgia
$128M

Top Sellers

1
LSV Asset Management
1
LSV Asset Management
Illinois
$83.7M
2
Fuller & Thaler Asset Management
2
Fuller & Thaler Asset Management
California
$138M
3
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$175M
4
AllianceBernstein
4
AllianceBernstein
Tennessee
$281M
5
Marshall Wace
5
Marshall Wace
United Kingdom
$15.7M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.1B 10,402,992 +21,213 +0.2%
BlackRock
2
BlackRock
New York
$1B 9,457,936 +147,416 +2%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$915M 8,628,832 +672,420 +8%
Capital Research Global Investors
4
Capital Research Global Investors
California
$369M 3,474,736 +1,645 +0%
State Street
5
State Street
Massachusetts
$341M 3,211,714 +89,372 +3%
EARNEST Partners
6
EARNEST Partners
Georgia
$313M 2,948,476 -24,119 -0.8%
AllianceBernstein
7
AllianceBernstein
Tennessee
$281M 2,651,560 -322,052 -11%
Wellington Management Group
8
Wellington Management Group
Massachusetts
$275M 2,588,964 +630,255 +32%
Morgan Stanley
9
Morgan Stanley
New York
$272M 2,564,186 +184,078 +8%
Stifel Financial
10
Stifel Financial
Missouri
$229M 2,156,932 -122,335 -5%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$180M 1,700,274 +3,669 +0.2%
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$175M 1,646,433 -324,180 -16%
Fisher Asset Management
13
Fisher Asset Management
Washington
$163M 1,540,584 +76,163 +5%
Fuller & Thaler Asset Management
14
Fuller & Thaler Asset Management
California
$138M 1,301,801 -463,857 -26%
Macquarie Group
15
Macquarie Group
Australia
$138M 1,299,323 -182,147 -12%
Norges Bank
16
Norges Bank
Norway
$137M 1,295,699 +1,295,699 New
Charles Schwab
17
Charles Schwab
California
$131M 1,234,326 -12,690 -1%
Invesco
18
Invesco
Georgia
$128M 1,207,465 +186,352 +18%
Northern Trust
19
Northern Trust
Illinois
$120M 1,128,978 +145,902 +15%
GKIM
20
GW&K Investment Management
Massachusetts
$115M 1,085,168 -162,297 -13%
Millennium Management
21
Millennium Management
New York
$114M 1,075,770 -100,654 -9%
CCM
22
Channing Capital Management
Illinois
$111M 1,050,100 -22,489 -2%
Bank of America
23
Bank of America
North Carolina
$109M 1,030,348 +29,344 +3%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$107M 1,005,778 -86,187 -8%
SAM
25
Silvercrest Asset Management
New York
$105M 992,588 -189,935 -16%
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