283 hedge funds and large institutions have $3.23B invested in Stifel in 2018 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 100 increasing their positions, 99 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
283
Holders Change
-5
Holders Change %
-1.74%
% of All Funds
6.49%
Holding in Top 10
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-100%
% of All Funds
New
27
Increased
100
Reduced
99
Closed
32
Calls
$13.4M
Puts
$3.02M
Net Calls
+$10.4M
Net Calls Change
+$5.13M
Name Holding Trade Value Shares
Change
Shares
Change %
PFBT
251
Parkside Financial Bank & Trust
Missouri
$35K +$1.34K +39 +4%
IA
252
IFP Advisors
Florida
$33K -$4.41K -126 -12%
QCG
253
Quadrant Capital Group
Ohio
$29K -$4.18K -144 -13%
GWM
254
Geneos Wealth Management
Colorado
$27K -$5.05K -145 -16%
YWP
255
YorkBridge Wealth Partners
New York
$26K +$2.02K +57 +8%
SIAS
256
Shine Investment Advisory Services
Colorado
$23K
ASN
257
Advisory Services Network
Georgia
$21K
CAPTRUST Financial Advisors
258
CAPTRUST Financial Advisors
North Carolina
$18K
Northwestern Mutual Wealth Management
259
Northwestern Mutual Wealth Management
Wisconsin
$18K
SIC
260
Salem Investment Counselors
North Carolina
$16K
NIT
261
NumerixS Investment Technologies
British Columbia, Canada
$16K +$16K +450 New
WOC
262
West Oak Capital
California
$15.7K
GAM
263
Gemmer Asset Management
California
$10K
Rockefeller Capital Management
264
Rockefeller Capital Management
New York
$10K +$10K +278 New
FHA
265
Flagship Harbor Advisors
Massachusetts
$10K +$10K +302 New
FMII
266
Farmers & Merchants Investments Inc
Nebraska
$9K +$1.43K +39 +19%
SFSIG
267
San Francisco Sentry Investment Group
California
$8K
DSC
268
Duncker Streett & Co
Missouri
$8K
LWA
269
Lenox Wealth Advisors
New York
$7K -$2.23K -65 -24%
WAM
270
Wealthspire Advisors (Maryland)
Maryland
$7K
JA
271
JOYN Advisors
Georgia
$7K +$3.85K +110 +122%
VFA
272
Valeo Financial Advisors
Indiana
$6K
Carson Wealth (CWM LLC)
273
Carson Wealth (CWM LLC)
Nebraska
$5K
MPWT
274
MassMutual Private Wealth & Trust
Connecticut
$3.66K
ST
275
Smithfield Trust
Pennsylvania
$3K