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Stifel
SF

Overview Fund Activity

285 hedge funds and large institutions have $3.53B invested in Stifel in 2019 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 77 increasing their positions, 117 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
285
Holders Change
+20
Holders Change %
+7.55%
% of All Funds
5.63%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.08%
New
42
Increased
77
Reduced
117
Closed
14
Calls
$15.2M
Puts
$4.03M
Net Calls
+$11.1M
Net Calls Change
+$1.43M

Top Buyers

1
Allianz Asset Management
Allianz Asset Management
Germany
$23.1M
2
BlackRock
BlackRock
New York
$522M
3
Morgan Stanley
Morgan Stanley
New York
$15.6M
4
EARNEST Partners
EARNEST Partners
Georgia
$116M
5
AQR Capital Management
AQR Capital Management
Connecticut
$21.9M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$35K
2
Fisher Asset Management
Fisher Asset Management
Washington
$81.5M
3
Wells Fargo
Wells Fargo
California
$32M
4
SSA
Schonfeld Strategic Advisors
New York
$0
5
CCM
Channing Capital Management
Illinois
$39.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
LIA
226
LS Investment Advisors
Michigan
$202K -$3.43K -85 -2%
PCG
227
Private Capital Group
Connecticut
$181K -$15.7K -390 -8%
TRCT
228
Tower Research Capital (TRC)
New York
$170K +$113K +2,797 +200%
OSAM
229
O'Shaughnessy Asset Management
Connecticut
$162K +$162K +4,007 New
FMT
230
First Mercantile Trust
Tennessee
$148K -$17.5K -432 -11%
IRC
231
Investors Research Corp
Georgia
$92K – – –
CTB
232
Country Trust Bank
Illinois
$91K – – –
LTFS
233
Ladenburg Thalmann Financial Services
Florida
$83K +$14.2K +351 +21%
FHA
234
First Horizon Advisors
Tennessee
$77K +$525 +13 +0.7%
QT
235
Quantbot Technologies
New York
$63K +$63K +1,581 New
SCA
236
Stonebridge Capital Advisors
Minnesota
$62K – – –
SNT
237
Security National Trust
West Virginia
$61K – – –
CTC
238
Central Trust Company
Missouri
$50K – – –
AssetMark Inc
239
AssetMark Inc
California
$47K -$1.21K -30 -3%
LFG
240
Larson Financial Group
Missouri
$41K +$121 +3 +0.3%
MAM
241
Meeder Asset Management
Ohio
$40K – – –
SIAS
242
Shine Investment Advisory Services
Colorado
$40K – – –
FBT
243
First Bank & Trust
South Dakota
$36K +$28.3K +692 +366%
Fidelity Investments
244
Fidelity Investments
Massachusetts
$35K -$27.5M -684,250 -100%
SGAM
245
Smith Group Asset Management
Texas
$31K +$1.82K +45 +6%
PCM
246
Prelude Capital Management
New York
$29K +$29K +722 New
IA
247
IFP Advisors
Florida
$26K -$1.24K -30 -5%
Northwestern Mutual Wealth Management
248
Northwestern Mutual Wealth Management
Wisconsin
$26K -$1.23K -30 -5%
FRA
249
Front Row Advisors
California
$25K – – –
EW
250
Evoke Wealth
California
$21.8K – – –
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10
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