288 hedge funds and large institutions have $3.73B invested in Stifel in 2018 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 103 increasing their positions, 94 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
288
Holders Change
+10
Holders Change %
+3.6%
% of All Funds
6.61%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
48
Increased
103
Reduced
94
Closed
33
Calls
$13.5M
Puts
$8.31M
Net Calls
+$5.23M
Net Calls Change
+$7.96M
Name Holding Trade Value Shares
Change
Shares
Change %
AssetMark Inc
251
AssetMark Inc
California
$50K -$632 -16 -1%
IA
252
IFP Advisors
Florida
$42K
HNB
253
Huntington National Bank
Ohio
$42K +$42K +1,076 New
QCG
254
Quadrant Capital Group
Ohio
$40K +$10.5K +301 +36%
PFBT
255
Parkside Financial Bank & Trust
Missouri
$39K -$18.7K -471 -32%
SGAM
256
Smith Group Asset Management
Texas
$38K +$38K +975 New
GWM
257
Geneos Wealth Management
Colorado
$36K
PCM
258
Penserra Capital Management
California
$34K +$9.68K +246 +40%
APP
259
Avantax Planning Partners
Iowa
$32K +$32K +813 New
SIAS
260
Shine Investment Advisory Services
Colorado
$26K
YWP
261
YorkBridge Wealth Partners
New York
$26K +$3.3K +86 +15%
ASN
262
Advisory Services Network
Georgia
$23K +$14K +354 +155%
Northwestern Mutual Wealth Management
263
Northwestern Mutual Wealth Management
Wisconsin
$20K -$17.8K -450 -47%
CAPTRUST Financial Advisors
264
CAPTRUST Financial Advisors
North Carolina
$20K -$1.71K -44 -8%
WOC
265
West Oak Capital
California
$17.8K +$5.92K +150 +50%
FRA
266
Front Row Advisors
California
$17K -$466 -12 -3%
SIC
267
Salem Investment Counselors
North Carolina
$17K
GAM
268
Gemmer Asset Management
California
$11K
LWA
269
Lenox Wealth Advisors
New York
$11K +$8.34K +204 +314%
WDL
270
Well Done LLC
Michigan
$11K +$11K +272 New
DSC
271
Duncker Streett & Co
Missouri
$9K
SFSIG
272
San Francisco Sentry Investment Group
California
$9K +$9K +225 New
FMII
273
Farmers & Merchants Investments Inc
Nebraska
$8K -$1.62K -42 -17%
WAM
274
Wealthspire Advisors (Maryland)
Maryland
$8K
VFA
275
Valeo Financial Advisors
Indiana
$7K