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Stifel
SF

Overview Fund Activity

270 hedge funds and large institutions have $2.75B invested in Stifel in 2020 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 103 increasing their positions, 93 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
270
Holders Change
+4
Holders Change %
+1.5%
% of All Funds
5.55%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.12%
New
38
Increased
103
Reduced
93
Closed
32
Calls
$13.7M
Puts
$1.61M
Net Calls
+$12.1M
Net Calls Change
+$1.82M

Top Buyers

1
ACL
Azora Capital LP
Florida
$16.4M
2
Goldman Sachs
Goldman Sachs
New York
$79M
3
KCM
Kennedy Capital Management
Missouri
$25M
4
Wells Fargo
Wells Fargo
California
$35.2M
5
MAP
Moody Aldrich Partners
Massachusetts
$11.3M

Top Sellers

1
Victory Capital Management
Victory Capital Management
Texas
$36.4M
2
Allianz Asset Management
Allianz Asset Management
Germany
$6.24M
3
Vanguard Group
Vanguard Group
Pennsylvania
$298M
4
Prudential Financial
Prudential Financial
New Jersey
$53M
5
AII
AGF Investments Inc
Ontario, Canada
$2K
Name Holding Trade Value Shares
Change 		Shares
Change %
LWM
251
Liberty Wealth Management
California
$11K – – –
LC
252
Lindbrook Capital
California
$11K +$708 +22 +7%
BCWM
253
Bartlett & Co Wealth Management
Ohio
$9.49K – – –
BC
254
Bartlett & Co
Ohio
$9K – – –
Fidelity Investments
255
Fidelity Investments
Massachusetts
$9K +$3.17K +99 +54%
Rockefeller Capital Management
256
Rockefeller Capital Management
New York
$9K +$4.04K +122 +81%
CFGS
257
Concourse Financial Group Securities
Alabama
$8K +$121 +4 +2%
SFSIG
258
San Francisco Sentry Investment Group
California
$7K -$840 -27 -11%
CAW
259
Cornerstone Advisors (Washington)
Washington
$7K +$6.34K +201 +957%
SGAM
260
Smith Group Asset Management
Texas
$6K -$16.2K -507 -73%
EI
261
Ellevest Inc
New York
$5K -$2.86K -87 -36%
VFA
262
Valeo Financial Advisors
Indiana
$5K – – –
SF
263
Synovus Financial
Georgia
$3K -$21.8K -698 -88%
AII
264
AGF Investments Inc
Ontario, Canada
$2K -$6.1M -179,998 -100%
SFS
265
Sowell Financial Services
Arkansas
$1K -$947 -36 -49%
PWMG
266
Prestige Wealth Management Group
New Jersey
$1K – – –
TPCW
267
TD Private Client Wealth
New York
$806 +$620 +20 +333%
QI
268
QS Investors
New York
– -$2.86M -103,875 Closed
AIM
269
Artemis Investment Management
United Kingdom
– -$2.5K -91,079 Closed
CCMG
270
Clark Capital Management Group
Pennsylvania
– -$1.82M -66,140 Closed
AAMU
271
AEGON Asset Management (UK)
United Kingdom
– -$1M -36,446 Closed
RCAMU
272
Rothschild & Co Asset Management US
Connecticut
– -$956K -34,752 Closed
OLA
273
Oliver Luxxe Assets
New Jersey
– -$797K -27,285 Closed
AIMCA
274
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
– -$718K -26,100 Closed
SSA
275
Schonfeld Strategic Advisors
New York
– -$586K -21,300 Closed
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