285 hedge funds and large institutions have $3.53B invested in Stifel in 2019 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 77 increasing their positions, 117 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
285
Holders Change
+20
Holders Change %
+7.55%
% of All Funds
5.63%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.08%
New
42
Increased
77
Reduced
117
Closed
14
Calls
$15.2M
Puts
$4.03M
Net Calls
+$11.1M
Net Calls Change
+$1.43M
Name Holding Trade Value Shares
Change
Shares
Change %
SIC
251
Salem Investment Counselors
North Carolina
$18K
BFEC
252
Benjamin F. Edwards & Company
Missouri
$15K
LWM
253
Liberty Wealth Management
California
$15K +$79 +2 +0.5%
CIA
254
CSat Investment Advisory
Michigan
$14K +$1.74K +42 +14%
LC
255
Lindbrook Capital
California
$13K
BCWM
256
Bartlett & Co Wealth Management
Ohio
$12.1K -$6.07K -150 -33%
QCG
257
Quadrant Capital Group
Ohio
$11K +$156 +5 +1%
DSC
258
Duncker Streett & Co
Missouri
$10K +$10K +240 New
AIM
259
Anchor Investment Management
South Carolina
$9.1K +$9.1K +225 New
GT
260
Glenmede Trust
Pennsylvania
$9K -$376K -9,764 -98%
ASN
261
Advisory Services Network
Georgia
$9K -$2.77K -67 -24%
SFSIG
262
San Francisco Sentry Investment Group
California
$9K
CFGS
263
Concourse Financial Group Securities
Alabama
$9K +$1.94K +47 +27%
Parallax Volatility Advisers
264
Parallax Volatility Advisers
California
$9K +$6.4K +155 +246%
CFG
265
Citizens Financial Group
Rhode Island
$8K
VFA
266
Valeo Financial Advisors
Indiana
$7K -$256 -6 -4%
GAM
267
Gemmer Asset Management
California
$7K
S
268
SignatureFD
Georgia
$6K
Rockefeller Capital Management
269
Rockefeller Capital Management
New York
$6K
OPS
270
Orion Portfolio Solutions
Nebraska
$6K +$6K +153 New
Kayne Anderson Rudnick Investment Management
271
Kayne Anderson Rudnick Investment Management
California
$5K
HGWM
272
Harvest Group Wealth Management
Massachusetts
$5K
ST
273
Smithfield Trust
Pennsylvania
$4K
FGAM
274
Financial Gravity Asset Management
Texas
$4K
GWM
275
Geneos Wealth Management
Colorado
$4K