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Stifel
SF

Overview Fund Activity

304 hedge funds and large institutions have $5.77B invested in Stifel in 2021 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 94 increasing their positions, 134 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
304
Holders Change
+9
Holders Change %
+3.05%
% of All Funds
5.35%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.12%
New
41
Increased
94
Reduced
134
Closed
30
Calls
$41.5M
Puts
$3.26M
Net Calls
+$38.3M
Net Calls Change
+$2.4M

Top Buyers

1
BlackRock
1
BlackRock
New York
$818M
2
Fuller & Thaler Asset Management
2
Fuller & Thaler Asset Management
California
$25.3M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$607M
4
Millennium Management
4
Millennium Management
New York
$24.1M
5
AllianceBernstein
5
AllianceBernstein
Tennessee
$301M

Top Sellers

1
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$228M
2
EARNEST Partners
2
EARNEST Partners
Georgia
$192M
3
Northern Trust
3
Northern Trust
Illinois
$132M
4
Principal Financial Group
4
Principal Financial Group
Iowa
$51M
5
Hotchkis & Wiley Capital Management
5
Hotchkis & Wiley Capital Management
California
$33M
Name Holding Trade Value Shares
Change 		Shares
Change %
LIA
226
LS Investment Advisors
Michigan
$270K -$67.5K -1,053 -20%
BF
227
BOK Financial
Oklahoma
$269K +$11.8K +184 +5%
FB
228
Fulton Bank
Pennsylvania
$269K +$269K +4,208 New
WAM
229
World Asset Management
Michigan
$260K +$260K +3,752 New
GAM
230
Gotham Asset Management
New York
$258K +$258K +4,035 New
CM
231
Capital Management
Virginia
$256K -$128K -2,000 -33%
SWP
232
Stratos Wealth Partners
Ohio
$254K +$641 +10 +0.3%
RWP
233
RWA Wealth Partners
Massachusetts
$250K +$250K +3,896 New
CIBC Asset Management
234
CIBC Asset Management
Ontario, Canada
$249K -$12.9K -201 -5%
HIA
235
Harbor Investment Advisory
Maryland
$240K – – –
Baird Financial Group
236
Baird Financial Group
Wisconsin
$240K +$240K +3,751 New
ACM
237
AlphaCrest Capital Management
New York
$235K +$235K +3,668 New
CI
238
Cigna Investments
Connecticut
$230K +$230K +3,579 New
QSS
239
Quantitative Systematic Strategies
Florida
$230K +$230K +3,595 New
IC
240
Intersect Capital
California
$229K +$229K +3,571 New
Janus Henderson Group
241
Janus Henderson Group
United Kingdom
$225K +$225K +3,511 New
PAG
242
Private Advisor Group
New Jersey
$225K +$225K +3,516 New
KAS
243
Kestra Advisory Services
Texas
$217K +$217K +3,384 New
RGC
244
Roberts, Glore & Co
Illinois
$205K +$205K +3,197 New
Ohio Public Employees Retirement System (OPERS)
245
Ohio Public Employees Retirement System (OPERS)
Ohio
$177K +$3.59K +56 +2%
CTB
246
Country Trust Bank
Illinois
$144K – – –
CAPTRUST Financial Advisors
247
CAPTRUST Financial Advisors
North Carolina
$130K +$79K +1,234 +155%
HFM
248
Harvest Fund Management
China
$120K +$120K +1,877 New
PCG
249
Private Capital Group
Connecticut
$117K -$197K -3,076 -63%
NICM
250
Neo Ivy Capital Management
New York
$116K -$510K -7,958 -81%
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