257 hedge funds and large institutions have $3B invested in Stifel in 2017 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 89 increasing their positions, 73 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
257
Holders Change
+26
Holders Change %
+11.26%
% of All Funds
6.41%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
50
Increased
89
Reduced
73
Closed
17
Calls
$25.1M
Puts
$18.9M
Net Calls
+$6.14M
Net Calls Change
-$12.9M
Name Holding Trade Value Shares
Change
Shares
Change %
AssetMark Inc
226
AssetMark Inc
California
$44K
TDC
227
Thompson Davis & Co
Virginia
$37K
NIT
228
NumerixS Investment Technologies
British Columbia, Canada
$35K +$35K +1,050 New
Northwestern Mutual Wealth Management
229
Northwestern Mutual Wealth Management
Wisconsin
$32K
GWM
230
Geneos Wealth Management
Colorado
$28K
CHP
231
Cable Hill Partners
Oregon
$26K -$1.12K -33 -4%
AIM
232
Arcadia Investment Management
Michigan
$25K +$25K +750 New
YWP
233
YorkBridge Wealth Partners
New York
$20K +$20K +608 New
BTIS
234
BB&T Investment Services
North Carolina
$19K +$19K +555 New
AIL
235
AGF Investments LLC
Ontario, Canada
$18K +$8.16K +234 +83%
IA
236
IFP Advisors
Florida
$16K -$4.11K -123 -20%
BC
237
Bartlett & Co
Ohio
$15K
WEC
238
Winslow Evans & Crocker
Massachusetts
$14.7K -$402 -12 -3%
WCBA
239
Weaver C. Barksdale & Associates
Tennessee
$14K
BBHC
240
Brown Brothers Harriman & Co
New York
$11K
SAM
241
Solaris Asset Management
New York
$9K
DSC
242
Duncker Streett & Co
Missouri
$8K
FMII
243
Farmers & Merchants Investments Inc
Nebraska
$8K +$8K +249 New
WT
244
Whittier Trust
California
$8K +$8K +254 New
CJA
245
C-J Advisory
California
$6K
Acadian Asset Management
246
Acadian Asset Management
Massachusetts
$6K +$6K +174 New
BL
247
Balentine LLC
Georgia
$5K +$5K +161 New
Creative Planning
248
Creative Planning
Kansas
$4K
WAM
249
Wealthspire Advisors (Maryland)
Maryland
$4K +$400 +12 +11%
QCG
250
Quadrant Capital Group
Ohio
$4K +$632 +27 +19%