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Stifel
SF

Overview Fund Activity

295 hedge funds and large institutions have $4.6B invested in Stifel in 2020 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 81 increasing their positions, 147 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
295
Holders Change
+19
Holders Change %
+6.88%
% of All Funds
5.23%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
47
Increased
81
Reduced
147
Closed
24
Calls
$38.4M
Puts
$2.52M
Net Calls
+$35.9M
Net Calls Change
+$32.3M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
$301M
2
SAM
Silvercrest Asset Management
New York
$59.9M
3
BlackRock
BlackRock
New York
$599M
4
Geode Capital Management
Geode Capital Management
Massachusetts
$90.9M
5
EARNEST Partners
EARNEST Partners
Georgia
$178M

Top Sellers

1
Prudential Financial
Prudential Financial
New Jersey
$29.8M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$6.72M
3
GF
Greenhouse Funds
Maryland
$0
4
Goldman Sachs
Goldman Sachs
New York
$105M
5
AQR Capital Management
AQR Capital Management
Connecticut
$12.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
LPL Financial
226
LPL Financial
California
$290K +$290K +5,751 New
IIC
227
Integrated Investment Consultants
Michigan
$279K +$279K +5,521 New
HW
228
Hancock Whitney
Mississippi
$272K +$272K +5,394 New
LIA
229
LS Investment Advisors
Michigan
$266K +$266K +5,266 New
Truist Financial
230
Truist Financial
North Carolina
$252K +$252K +5,019 New
PCG
231
Private Capital Group
Connecticut
$247K +$29.2K +579 +13%
PAM
232
Premier Asset Management
Illinois
$241K +$241K +4,776 New
BWA
233
Beam Wealth Advisors
Louisiana
$229K +$229K +4,533 New
BFM
234
Boothbay Fund Management
New York
$227K -$90.8K -1,800 -29%
AA
235
AQR Arbitrage
Connecticut
$226K +$226K +4,477 New
Neuberger Berman Group
236
Neuberger Berman Group
New York
$211K +$211K +4,182 New
MFG
237
Magnus Financial Group
New York
$208K +$208K +4,115 New
CIBC Asset Management
238
CIBC Asset Management
Ontario, Canada
$206K +$206K +4,083 New
BF
239
BOK Financial
Oklahoma
$203K +$203K +4,016 New
SWP
240
Stratos Wealth Partners
Ohio
$200K +$200K +3,954 New
HIA
241
Harbor Investment Advisory
Maryland
$189K +$59K +1,172 +45%
Ohio Public Employees Retirement System (OPERS)
242
Ohio Public Employees Retirement System (OPERS)
Ohio
$136K +$3.32K +66 +3%
IRC
243
Investors Research Corp
Georgia
$115K -$51 -1 -0%
CTB
244
Country Trust Bank
Illinois
$114K – – –
FHA
245
First Horizon Advisors
Tennessee
$99K +$1.21K +24 +1%
FC
246
FORA Capital
Florida
$99K +$99K +1,961 New
PA
247
Parallel Advisors
California
$77K -$446K -8,875 -85%
SNT
248
Security National Trust
West Virginia
$76K – – –
AssetMark Inc
249
AssetMark Inc
California
$73K -$202 -4 -0.3%
CFD
250
Creative Financial Designs
Indiana
$60K -$51 -1 -0.1%
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