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Stifel
SF

Overview Fund Activity

276 hedge funds and large institutions have $2.98B invested in Stifel in 2020 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 89 increasing their positions, 102 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
276
Holders Change
+6
Holders Change %
+2.22%
% of All Funds
5.58%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.1%
New
38
Increased
89
Reduced
102
Closed
30
Calls
$6.87M
Puts
$3.33M
Net Calls
+$3.54M
Net Calls Change
-$8.58M

Top Buyers

1
AllianceBernstein
AllianceBernstein
Tennessee
$151M
2
GF
Greenhouse Funds
Maryland
$25.5M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$28.3M
4
GT
Glenmede Trust
Pennsylvania
$9.42M
5
GKIM
GW&K Investment Management
Massachusetts
$35.5M

Top Sellers

1
BlackRock
BlackRock
New York
$387M
2
Vanguard Group
Vanguard Group
Pennsylvania
$301M
3
Citadel Advisors
Citadel Advisors
Florida
$497K
4
Morgan Stanley
Morgan Stanley
New York
$2.84M
5
AQR Capital Management
AQR Capital Management
Connecticut
$21.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
Barrow, Hanley, Mewhinney & Strauss
226
Barrow, Hanley, Mewhinney & Strauss
Texas
$107K -$630K -18,580 -85%
Ohio Public Employees Retirement System (OPERS)
227
Ohio Public Employees Retirement System (OPERS)
Ohio
$89K -$2.55M -75,738 -97%
HIA
228
Harbor Investment Advisory
Maryland
$87K +$48.1K +1,428 +124%
FBT
229
First Bank & Trust
South Dakota
$82K – – –
IRC
230
Investors Research Corp
Georgia
$77K – – –
CTB
231
Country Trust Bank
Illinois
$76K – – –
FHA
232
First Horizon Advisors
Tennessee
$65K – – –
SNT
233
Security National Trust
West Virginia
$51K – – –
AssetMark Inc
234
AssetMark Inc
California
$49K +$8.86K +262 +22%
CFD
235
Creative Financial Designs
Indiana
$40K – – –
LFG
236
Larson Financial Group
Missouri
$35K +$102 +3 +0.3%
SIAS
237
Shine Investment Advisory Services
Colorado
$33K – – –
FRA
238
Front Row Advisors
California
$29K +$284 +6 +1%
CAPTRUST Financial Advisors
239
CAPTRUST Financial Advisors
North Carolina
$24K +$3.64K +105 +18%
QCG
240
Quadrant Capital Group
Ohio
$22K -$44.9K -1,315 -67%
IA
241
IFP Advisors
Florida
$21K +$2.15K +64 +11%
PHK
242
Point72 Hong Kong
Hong Kong
$20K -$108K -3,229 -84%
SGAM
243
Smith Group Asset Management
Texas
$20K +$13.8K +420 +223%
S
244
SignatureFD
Georgia
$19K +$5.9K +171 +45%
AAMU
245
Amundi Asset Management US
Massachusetts
$18K – – –
BCA
246
Berman Capital Advisors
Georgia
$16K -$563 -17 -3%
Lazard Asset Management
247
Lazard Asset Management
New York
$16K – – –
SIC
248
Salem Investment Counselors
North Carolina
$15K – – –
BFEC
249
Benjamin F. Edwards & Company
Missouri
$13K – – –
CIA
250
CSat Investment Advisory
Michigan
$13K +$1.64K +48 +14%
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