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Stifel
SF

Overview Fund Activity

276 hedge funds and large institutions have $2.98B invested in Stifel in 2020 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 89 increasing their positions, 102 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
276
Holders Change
+6
Holders Change %
+2.22%
% of All Funds
5.58%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.1%
New
38
Increased
89
Reduced
102
Closed
30
Calls
$6.87M
Puts
$3.33M
Net Calls
+$3.54M
Net Calls Change
-$8.58M

Top Buyers

1
AllianceBernstein
AllianceBernstein
Tennessee
$151M
2
GF
Greenhouse Funds
Maryland
$25.5M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$28.3M
4
GT
Glenmede Trust
Pennsylvania
$9.42M
5
GKIM
GW&K Investment Management
Massachusetts
$35.5M

Top Sellers

1
BlackRock
BlackRock
New York
$387M
2
Vanguard Group
Vanguard Group
Pennsylvania
$301M
3
Citadel Advisors
Citadel Advisors
Florida
$497K
4
Morgan Stanley
Morgan Stanley
New York
$2.84M
5
AQR Capital Management
AQR Capital Management
Connecticut
$21.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
LC
251
Lindbrook Capital
California
$12K – – –
LWM
252
Liberty Wealth Management
California
$12K +$67 +2 +0.6%
Fidelity Investments
253
Fidelity Investments
Massachusetts
$12K +$2.79K +85 +30%
CI Investments Inc
254
CI Investments Inc
Ontario, Canada
$11K +$11K +339 New
CFGS
255
Concourse Financial Group Securities
Alabama
$10K +$1.46K +45 +17%
SFSIG
256
San Francisco Sentry Investment Group
California
$8K – – –
CAW
257
Cornerstone Advisors (Washington)
Washington
$7K – – –
NNP
258
Nachman Norwood & Parrott
South Carolina
$7K +$7K +218 New
Rockefeller Capital Management
259
Rockefeller Capital Management
New York
$5K -$4.07K -122 -45%
EI
260
Ellevest Inc
New York
$5K +$97 +3 +2%
GWS
261
Glassman Wealth Services
Virginia
$5K +$4.71K +130 +1,625%
HCP
262
Hexagon Capital Partners
Arkansas
$5K +$5K +131 New
ASN
263
Advisory Services Network
Georgia
$3K +$3K +90 New
AII
264
AGF Investments Inc
Ontario, Canada
$2K – – –
BWM
265
BNC Wealth Management
Oregon
$2K +$2K +60 New
CWC
266
Carolinas Wealth Consulting
North Carolina
$2K +$2K +63 New
Millennium Management
267
Millennium Management
New York
$1.09K +$535 +15,862 +96%
CAM
268
ClariVest Asset Management
California
$1K -$740K -21,450 -100%
SFS
269
Sowell Financial Services
Arkansas
$1K – – –
HGWM
270
Harvest Group Wealth Management
Massachusetts
$1K – – –
PFGIA
271
Patriot Financial Group Insurance Agency
Massachusetts
$1K – – –
PWMG
272
Prestige Wealth Management Group
New Jersey
$1K – – –
PFWA
273
Paces Ferry Wealth Advisors
Georgia
$1K +$1K +24 New
WT
274
Washington Trust
Rhode Island
$1K +$1K +36 New
TPCW
275
TD Private Client Wealth
New York
$860 – – –
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