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Stifel
SF

Overview Fund Activity

266 hedge funds and large institutions have $2.37B invested in Stifel in 2020 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 111 increasing their positions, 86 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
266
Holders Change
-19
Holders Change %
-6.67%
% of All Funds
5.88%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.07%
New
34
Increased
111
Reduced
86
Closed
50
Calls
$12.1M
Puts
$1.79M
Net Calls
+$10.3M
Net Calls Change
-$845K

Top Buyers

1
Victory Capital Management
Victory Capital Management
Texas
$73.5M
2
Wellington Management Group
Wellington Management Group
Massachusetts
$18.8M
3
Vanguard Group
Vanguard Group
Pennsylvania
$266M
4
AQR Capital Management
AQR Capital Management
Connecticut
$24.5M
5
CCM
Channing Capital Management
Illinois
$34.2M

Top Sellers

1
AllianceBernstein
AllianceBernstein
Tennessee
$49.7M
2
CRM
Cramer Rosenthal McGlynn
Connecticut
$0
3
APG Asset Management
APG Asset Management
Netherlands
$11.8M
4
BlackRock
BlackRock
New York
$335M
5
Invesco
Invesco
Georgia
$49.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCA
251
Berman Capital Advisors
Georgia
$5K +$5K +201 New
S
252
SignatureFD
Georgia
$4K -$326 -11 -8%
Rockefeller Capital Management
253
Rockefeller Capital Management
New York
$4K – – –
Kayne Anderson Rudnick Investment Management
254
Kayne Anderson Rudnick Investment Management
California
$4K +$551 +19 +16%
PRC
255
Pearl River Capital
Michigan
$4K +$4K +150 New
AIM
256
Artemis Investment Management
United Kingdom
$2.5K +$2.5K +91,079 New
GC
257
Globeflex Capital
California
$2K – – –
LWA
258
Lenox Wealth Advisors
New York
$2K – – –
SFS
259
Sowell Financial Services
Arkansas
$2K – – –
ABC
260
Associated Banc-Corp
Wisconsin
$2K +$2K +63 New
CAW
261
Cornerstone Advisors (Washington)
Washington
$1K +$1K +21 New
PWMG
262
Prestige Wealth Management Group
New Jersey
$1K +$1K +21 New
TPCW
263
TD Private Client Wealth
New York
$165 – – –
CRM
264
Cramer Rosenthal McGlynn
Connecticut
– -$27.3M -675,167 Closed
Marshall Wace
265
Marshall Wace
United Kingdom
– -$4.51M -111,450 Closed
State of Tennessee, Department of Treasury
266
State of Tennessee, Department of Treasury
Tennessee
– -$3.94M -97,497 Closed
CCIA
267
Campbell & Co Investment Adviser
Maryland
– -$1.94M -47,859 Closed
Squarepoint
268
Squarepoint
New York
– -$1.84M -45,464 Closed
Pacer Advisors
269
Pacer Advisors
Pennsylvania
– -$1.41M -34,842 Closed
HF
270
HRT Financial
New York
– -$1.32M -32,598 Closed
PP
271
Paloma Partners
Connecticut
– -$1.22M -30,069 Closed
Truist Financial
272
Truist Financial
North Carolina
– -$1.17M -28,920 Closed
QIM
273
Quantitative Investment Management
Virginia
– -$1.01M -24,902 Closed
OTPPB
274
Ontario Teachers' Pension Plan Board
Ontario, Canada
– -$846K -20,927 Closed
Qube Research & Technologies (QRT)
275
Qube Research & Technologies (QRT)
United Kingdom
– -$804K -19,892 Closed
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