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Stifel
SF

Overview Fund Activity

295 hedge funds and large institutions have $4.6B invested in Stifel in 2020 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 81 increasing their positions, 147 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
295
Holders Change
+19
Holders Change %
+6.88%
% of All Funds
5.23%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
47
Increased
81
Reduced
147
Closed
24
Calls
$38.4M
Puts
$2.52M
Net Calls
+$35.9M
Net Calls Change
+$32.3M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
$301M
2
SAM
Silvercrest Asset Management
New York
$59.9M
3
BlackRock
BlackRock
New York
$599M
4
Geode Capital Management
Geode Capital Management
Massachusetts
$90.9M
5
EARNEST Partners
EARNEST Partners
Georgia
$178M

Top Sellers

1
Prudential Financial
Prudential Financial
New Jersey
$29.8M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$6.72M
3
GF
Greenhouse Funds
Maryland
$0
4
Goldman Sachs
Goldman Sachs
New York
$105M
5
AQR Capital Management
AQR Capital Management
Connecticut
$12.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
BFEC
276
Benjamin F. Edwards & Company
Missouri
$10K -$8.75K -175 -47%
EI
277
Ellevest Inc
New York
$9K +$1.54K +32 +21%
GWS
278
Glassman Wealth Services
Virginia
$7K -$51 -1 -0.7%
FTDI
279
First Trust Direct Indexing
Massachusetts
$7K +$7K +129 New
CAAS
280
Capital Asset Advisory Services
Michigan
$7K +$7K +136 New
HCP
281
Hexagon Capital Partners
Arkansas
$6K -$46 -1 -0.8%
ASN
282
Advisory Services Network
Georgia
$5K – – –
CWC
283
Carolinas Wealth Consulting
North Carolina
$3K -$566 -10 -16%
SFS
284
Sowell Financial Services
Arkansas
$3K +$1.3K +29 +76%
WT
285
Washington Trust
Rhode Island
$2K -$323 -5 -14%
PFGIA
286
Patriot Financial Group Insurance Agency
Massachusetts
$2K +$1.06K +17 +113%
DA
287
Denali Advisors
California
$2K +$2K +34 New
NFG
288
Next Financial Group
Texas
$2K +$2K +44 New
CAM
289
ClariVest Asset Management
California
$1K -$36 -1 -3%
HGWM
290
Harvest Group Wealth Management
Massachusetts
$1K -$63 -1 -6%
PWMG
291
Prestige Wealth Management Group
New Jersey
$1K +$250 +7 +33%
TF
292
Tompkins Financial
New York
$1K +$1K +21 New
TPCW
293
TD Private Client Wealth
New York
$959 -$353 -7 -27%
GF
294
Greenhouse Funds
Maryland
– -$25.5M -755,441 Closed
ACL
295
Azora Capital LP
Florida
– -$10.7M -316,937 Closed
Point72 Asset Management
296
Point72 Asset Management
Connecticut
– -$3.55M -105,450 Closed
GC
297
Gillson Capital
Illinois
– -$3.05M -90,552 Closed
MPAM
298
Monarch Partners Asset Management
Massachusetts
– -$1.76M -52,332 Closed
Capital Fund Management (CFM)
299
Capital Fund Management (CFM)
France
– -$1.64M -48,641 Closed
AIMCA
300
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
– -$1.36M -40,200 Closed
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