258 hedge funds and large institutions have $2.56B invested in Stifel in 2018 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 79 increasing their positions, 99 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
258
Holders Change
-12
Holders Change %
-4.44%
% of All Funds
5.76%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
33
Increased
79
Reduced
99
Closed
45
Calls
$6.03M
Puts
$7.44M
Net Calls
-$1.41M
Net Calls Change
-$3.92M
Name Holding Trade Value Shares
Change
Shares
Change %
JA
226
JOYN Advisors
Georgia
$11K +$767 +27 +8%
YWP
227
YorkBridge Wealth Partners
New York
$10K -$11K -389 -52%
WAM
228
Wealthspire Advisors (Maryland)
Maryland
$10K +$4.45K +161 +80%
S
229
SignatureFD
Georgia
$9K +$9K +330 New
Rockefeller Capital Management
230
Rockefeller Capital Management
New York
$8K
BFEC
231
Benjamin F. Edwards & Company
Missouri
$8K +$8K +300 New
LC
232
Lindbrook Capital
California
$8K +$8K +320 New
ASN
233
Advisory Services Network
Georgia
$7K -$11.6K -363 -62%
DSC
234
Duncker Streett & Co
Missouri
$7K
FMII
235
Farmers & Merchants Investments Inc
Nebraska
$7K
Bessemer Group
236
Bessemer Group
New Jersey
$7K +$7K +243 New
LWM
237
Liberty Wealth Management
California
$7K +$7K +257 New
SFSIG
238
San Francisco Sentry Investment Group
California
$6K
PCM
239
Prelude Capital Management
New York
$6K +$6K +213 New
CSS
240
Cubist Systematic Strategies
Connecticut
$5K -$269K -9,141 -98%
GWM
241
Geneos Wealth Management
Colorado
$5K -$13K -561 -72%
GAM
242
Gemmer Asset Management
California
$5K -$5.86K -197 -54%
VFA
243
Valeo Financial Advisors
Indiana
$5K
WCM
244
WealthBridge Capital Management
Ohio
$5K +$5K +168 New
MNBTD
245
Moody National Bank Trust Division
Texas
$5K +$5K +171 New
MPWT
246
MassMutual Private Wealth & Trust
Connecticut
$4.23K +$1.33K +48 +46%
QCG
247
Quadrant Capital Group
Ohio
$4K -$7.48K -651 -65%
CFGS
248
Concourse Financial Group Securities
Alabama
$4K -$1.24K -54 -24%
Carson Wealth (CWM LLC)
249
Carson Wealth (CWM LLC)
Nebraska
$4K
GC
250
Globeflex Capital
California
$3K -$140K -5,039 -98%