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Stifel
SF

Overview Fund Activity

304 hedge funds and large institutions have $5.77B invested in Stifel in 2021 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 94 increasing their positions, 134 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
304
Holders Change
+9
Holders Change %
+3.05%
% of All Funds
5.35%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.12%
New
41
Increased
94
Reduced
134
Closed
30
Calls
$41.5M
Puts
$3.26M
Net Calls
+$38.3M
Net Calls Change
+$2.4M

Top Buyers

1
BlackRock
BlackRock
New York
$818M
2
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$25.3M
3
Vanguard Group
Vanguard Group
Pennsylvania
$607M
4
Millennium Management
Millennium Management
New York
$24.1M
5
AllianceBernstein
AllianceBernstein
Tennessee
$301M

Top Sellers

1
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$228M
2
EARNEST Partners
EARNEST Partners
Georgia
$192M
3
Northern Trust
Northern Trust
Illinois
$132M
4
Principal Financial Group
Principal Financial Group
Iowa
$51M
5
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
$33M
Name Holding Trade Value Shares
Change 		Shares
Change %
FHA
251
First Horizon Advisors
Tennessee
$115K -$10.6K -166 -8%
PA
252
Parallel Advisors
California
$104K +$6.08K +95 +6%
FC
253
FORA Capital
Florida
$103K -$22.1K -346 -18%
SNT
254
Security National Trust
West Virginia
$96K – – –
FBT
255
First Bank & Trust
South Dakota
$96K +$50.8K +797 +112%
SCA
256
Stonebridge Capital Advisors
Minnesota
$94K +$94K +1,470 New
AssetMark Inc
257
AssetMark Inc
California
$93K +$64 +1 +0.1%
CFD
258
Creative Financial Designs
Indiana
$76K – – –
LFG
259
Larson Financial Group
Missouri
$66K +$128 +2 +0.2%
EW
260
Evoke Wealth
California
$65K +$38.5K +600 +146%
BCA
261
Berman Capital Advisors
Georgia
$47K +$16.3K +256 +53%
QCG
262
Quadrant Capital Group
Ohio
$44K +$2.77K +43 +7%
SGAM
263
Smith Group Asset Management
Texas
$44K +$6.45K +101 +17%
FRA
264
Front Row Advisors
California
$39K -$452 -7 -1%
HI
265
Harbour Investments
Wisconsin
$38K +$38K +600 New
S
266
SignatureFD
Georgia
$36K +$959 +15 +3%
Lazard Asset Management
267
Lazard Asset Management
New York
$35K – – –
CI Investments Inc
268
CI Investments Inc
Ontario, Canada
$33K – – –
CG
269
Cutler Group
California
$30K +$30K +470 New
SIC
270
Salem Investment Counselors
North Carolina
$29K – – –
Fidelity Investments
271
Fidelity Investments
Massachusetts
$27K +$26.9K +428 +42,800%
Acadian Asset Management
272
Acadian Asset Management
Massachusetts
$26K -$736K -11,529 -97%
FPS
273
Fieldpoint Private Securities
Connecticut
$26K +$968 +15 +4%
IA
274
IFP Advisors
Florida
$23K -$18.4K -277 -44%
Rockefeller Capital Management
275
Rockefeller Capital Management
New York
$23K +$8.03K +133 +54%
9 10
11
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