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Stifel
SF

Overview Fund Activity

267 hedge funds and large institutions have $3.26B invested in Stifel in 2019 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 94 increasing their positions, 88 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
267
Holders Change
+9
Holders Change %
+3.49%
% of All Funds
5.79%
Holding in Top 10
5
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+400%
% of All Funds
0.11%
New
41
Increased
94
Reduced
88
Closed
30
Calls
$14.2M
Puts
$14.6M
Net Calls
-$402K
Net Calls Change
+$1.01M

Top Buyers

1
SC
Samlyn Capital
New York
$23.3M
2
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
$57.5M
3
Principal Financial Group
Principal Financial Group
Iowa
$33.7M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$167M
5
JCM
Junto Capital Management
New York
$13.4M

Top Sellers

1
ACL
Azora Capital LP
Florida
$15.8M
2
AllianceBernstein
AllianceBernstein
Tennessee
$110M
3
Allianz Asset Management
Allianz Asset Management
Germany
$0
4
Bank of New York Mellon
Bank of New York Mellon
New York
$51.2M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
$465K
Name Holding Trade Value Shares
Change 		Shares
Change %
AssetMark Inc
226
AssetMark Inc
California
$42K – – –
LFG
227
Larson Financial Group
Missouri
$35K +$104 +3 +0.3%
SIAS
228
Shine Investment Advisory Services
Colorado
$35K +$11.7K +333 +51%
SGAM
229
Smith Group Asset Management
Texas
$28K +$28K +795 New
IDBONY
230
Israel Discount Bank of New York
New York
$26K – – –
FRA
231
Front Row Advisors
California
$23K +$7.54K +210 +49%
Northwestern Mutual Wealth Management
232
Northwestern Mutual Wealth Management
Wisconsin
$22K +$2.5K +72 +13%
NIT
233
NumerixS Investment Technologies
British Columbia, Canada
$22K +$22K +600 New
CAPTRUST Financial Advisors
234
CAPTRUST Financial Advisors
North Carolina
$21K +$4.23K +120 +25%
DBT
235
Dubuque Bank & Trust
Iowa
$16K – – –
IP
236
Intellectus Partners
California
$16K +$16K +1,010 New
SIC
237
Salem Investment Counselors
North Carolina
$15K +$15K +450 New
WAM
238
Wealthspire Advisors (Maryland)
Maryland
$13K – – –
BFEC
239
Benjamin F. Edwards & Company
Missouri
$13K +$2.6K +75 +25%
S
240
SignatureFD
Georgia
$12K – – –
LC
241
Lindbrook Capital
California
$11K – – –
Bessemer Group
242
Bessemer Group
New Jersey
$10K +$1.74K +51 +21%
CAM
243
Cresset Asset Management
Illinois
$10K +$7.73K +215 +341%
LWM
244
Liberty Wealth Management
California
$9K +$35 +1 +0.4%
SFSIG
245
San Francisco Sentry Investment Group
California
$8K – – –
DSC
246
Duncker Streett & Co
Missouri
$8K – – –
QCG
247
Quadrant Capital Group
Ohio
$8K – – –
WCM
248
WealthBridge Capital Management
Ohio
$7K +$123 +3 +2%
GAM
249
Gemmer Asset Management
California
$6K – – –
VFA
250
Valeo Financial Advisors
Indiana
$6K – – –
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