SF icon

Stifel
SF

Overview Fund Activity

243 hedge funds and large institutions have $2.75B invested in Stifel in 2017 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 100 increasing their positions, 84 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
243
Holders Change
-14
Holders Change %
-5.45%
% of All Funds
6.07%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
19
Increased
100
Reduced
84
Closed
31
Calls
$9.47M
Puts
$22M
Net Calls
-$12.5M
Net Calls Change
-$18.6M

Top Buyers

1
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$129M
2
Macquarie Group
2
Macquarie Group
Australia
$100M
3
Balyasny Asset Management
3
Balyasny Asset Management
Illinois
$16.1M
4
CRM
4
Cramer Rosenthal McGlynn
Connecticut
$52.8M
5
HCM
5
Hodges Capital Management
Texas
$14.1M

Top Sellers

1
EAM
1
Eagle Asset Management
Florida
$92M
2
CCI
2
Columbus Circle Investors
$5.48M
3
CCM
3
Channing Capital Management
Illinois
$39M
4
TA
4
Teachers Advisors
New York
$14M
5
CM
5
Castleark Management
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
WCBA
226
Weaver C. Barksdale & Associates
Tennessee
$14K +$1.55K +51 +12%
SIC
227
Salem Investment Counselors
North Carolina
$14K +$14K +450 New
WEC
228
Winslow Evans & Crocker
Massachusetts
$12.9K -$490 -16 -4%
AIM
229
Acrospire Investment Management
Illinois
$9K +$9K +278 New
FMII
230
Farmers & Merchants Investments Inc
Nebraska
$8K – – –
DSC
231
Duncker Streett & Co
Missouri
$7K – – –
CJA
232
C-J Advisory
California
$6K – – –
WAM
233
Wealthspire Advisors (Maryland)
Maryland
$6K +$2.42K +81 +68%
Creative Planning
234
Creative Planning
Kansas
$6K +$2.47K +84 +70%
GAM
235
Gemmer Asset Management
California
$6K +$6K +195 New
BL
236
Balentine LLC
Georgia
$5K – – –
HR
237
Howe & Rusling
New York
$3K – – –
WA
238
WealthTrust-Arizona
Arizona
$3K – – –
QCG
239
Quadrant Capital Group
Ohio
$2K – – –
NA
240
NewEdge Advisors
Louisiana
$1.87K +$1.87K +60 New
Carson Wealth (CWM LLC)
241
Carson Wealth (CWM LLC)
Nebraska
$1K – – –
MFW
242
Mosaic Family Wealth
Missouri
$1K – – –
TCOV
243
Trust Company of Vermont
Vermont
$1K – – –
CM
244
Castleark Management
Illinois
– -$8.72M -260,505 Closed
WRF
245
Waddell & Reed Financial
Kansas
– -$6.58M -196,500 Closed
Wellington Management Group
246
Wellington Management Group
Massachusetts
– -$3.58M -107,058 Closed
Nomura Holdings
247
Nomura Holdings
Japan
– -$2.17M -64,820 Closed
SCM
248
Stevens Capital Management
Pennsylvania
– -$1.96M -58,481 Closed
ZIM
249
Zacks Investment Management
Illinois
– -$1.55M -46,434 Closed
Nuveen Asset Management
250
Nuveen Asset Management
Illinois
– -$1.17M -34,911 Closed
7 8 9
10
11