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Stifel
SF

Overview Fund Activity

279 hedge funds and large institutions have $3.6B invested in Stifel in 2019 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 93 increasing their positions, 92 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
279
Holders Change
+12
Holders Change %
+4.49%
% of All Funds
6.07%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
47
Increased
93
Reduced
92
Closed
31
Calls
$16M
Puts
$7.65M
Net Calls
+$8.38M
Net Calls Change
+$8.78M

Top Buyers

1
Nuveen Asset Management
Nuveen Asset Management
Illinois
$42.5M
2
Invesco
Invesco
Georgia
$87.2M
3
Prudential Financial
Prudential Financial
New Jersey
$70.9M
4
APG Asset Management
APG Asset Management
Netherlands
$19.9M
5
Citadel Advisors
Citadel Advisors
Florida
$12.5M

Top Sellers

1
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
$40.4M
2
SC
Samlyn Capital
New York
$0
3
Millennium Management
Millennium Management
New York
$6.17M
4
Boston Partners
Boston Partners
Massachusetts
$3.9M
5
Goldman Sachs
Goldman Sachs
New York
$104M
Name Holding Trade Value Shares
Change 		Shares
Change %
M
251
MOTCO
Texas
$21K +$21K +543 New
SIC
252
Salem Investment Counselors
North Carolina
$18K – – –
QCG
253
Quadrant Capital Group
Ohio
$17K +$5.45K +164 +47%
BFEC
254
Benjamin F. Edwards & Company
Missouri
$15K – – –
LC
255
Lindbrook Capital
California
$12K – – –
ASN
256
Advisory Services Network
Georgia
$12K +$8.21K +195 +217%
LWM
257
Liberty Wealth Management
California
$10K – – –
CIA
258
CSat Investment Advisory
Michigan
$10K +$10K +255 New
DSC
259
Duncker Streett & Co
Missouri
$9K – – –
SFSIG
260
San Francisco Sentry Investment Group
California
$9K – – –
CFG
261
Citizens Financial Group
Rhode Island
$8K +$8K +203 New
VFA
262
Valeo Financial Advisors
Indiana
$7K – – –
GAM
263
Gemmer Asset Management
California
$7K – – –
FBT
264
First Bank & Trust
South Dakota
$7K +$7K +189 New
S
265
SignatureFD
Georgia
$6K -$7.56K -184 -56%
ACS
266
Archford Capital Strategies
Illinois
$5K – – –
HGWM
267
Harvest Group Wealth Management
Massachusetts
$5K – – –
Kayne Anderson Rudnick Investment Management
268
Kayne Anderson Rudnick Investment Management
California
$5K +$5K +119 New
NCM
269
Next Capital Management
New York
$5K +$5K +123 New
ST
270
Smithfield Trust
Pennsylvania
$4K – – –
FGAM
271
Financial Gravity Asset Management
Texas
$4K – – –
GC
272
Globeflex Capital
California
$3K -$1.7K -39 -36%
SF
273
Synovus Financial
Georgia
$3K – – –
GWM
274
Geneos Wealth Management
Colorado
$3K – – –
CAW
275
Cornerstone Advisors (Washington)
Washington
$3K +$3K +69 New
9 10
11
12 13