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Stifel
SF

Overview Fund Activity

267 hedge funds and large institutions have $3.26B invested in Stifel in 2019 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 94 increasing their positions, 88 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
267
Holders Change
+9
Holders Change %
+3.49%
% of All Funds
5.79%
Holding in Top 10
5
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+400%
% of All Funds
0.11%
New
41
Increased
94
Reduced
88
Closed
30
Calls
$14.2M
Puts
$14.6M
Net Calls
-$402K
Net Calls Change
+$1.01M

Top Buyers

1
SC
Samlyn Capital
New York
$23.3M
2
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
$57.5M
3
Principal Financial Group
Principal Financial Group
Iowa
$33.7M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$167M
5
JCM
Junto Capital Management
New York
$13.4M

Top Sellers

1
ACL
Azora Capital LP
Florida
$15.8M
2
AllianceBernstein
AllianceBernstein
Tennessee
$110M
3
Allianz Asset Management
Allianz Asset Management
Germany
$0
4
Bank of New York Mellon
Bank of New York Mellon
New York
$51.2M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
$465K
Name Holding Trade Value Shares
Change 		Shares
Change %
ACS
251
Archford Capital Strategies
Illinois
$5K +$1.42K +39 +40%
CBT
252
Capital Bank & Trust
California
$5K +$5K +135 New
HGWM
253
Harvest Group Wealth Management
Massachusetts
$5K +$5K +138 New
LFA
254
Legacy Financial Advisors
Kentucky
$5K +$5K +147 New
AF
255
Advisornet Financial
Minnesota
$5K +$5K +150 New
SCM
256
Shelton Capital Management
Colorado
$4.81K +$4.81K +381 New
GC
257
Globeflex Capital
California
$4K – – –
ASN
258
Advisory Services Network
Georgia
$3K -$4.3K -129 -59%
GWM
259
Geneos Wealth Management
Colorado
$3K -$3.58K -117 -54%
ST
260
Smithfield Trust
Pennsylvania
$3K – – –
SF
261
Synovus Financial
Georgia
$3K – – –
FGAM
262
Financial Gravity Asset Management
Texas
$3K +$3K +92 New
CHP
263
Cable Hill Partners
Oregon
$2K – – –
IA
264
IFP Advisors
Florida
$1K -$20.6K -846 -95%
TRCT
265
Tower Research Capital (TRC)
New York
$1K -$31K -712 -97%
IFAM
266
Institutional & Family Asset Management
Colorado
$1K – – –
GT
267
Glenmede Trust
Pennsylvania
$181 +$82 +2,325 +82%
Allianz Asset Management
268
Allianz Asset Management
Germany
– -$12.3M -446,460 Closed
Man Group
269
Man Group
United Kingdom
– -$8.32M -301,349 Closed
Susquehanna International Group
270
Susquehanna International Group
Pennsylvania
– -$4.06M -147,137 Closed
Arrowstreet Capital
271
Arrowstreet Capital
Massachusetts
– -$3.06M -110,805 Closed
DIA
272
Dana Investment Advisors
Wisconsin
– -$2.81M -101,894 Closed
Wellington Management Group
273
Wellington Management Group
Massachusetts
– -$1.65M -59,721 Closed
SEC
274
Seven Eight Capital
New York
– -$1.43M -51,600 Closed
AI
275
Atom Investors
Texas
– -$1.39M -50,169 Closed
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