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

Top Sellers

1
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$228M
2
EARNEST Partners
2
EARNEST Partners
Georgia
$192M
3
Northern Trust
3
Northern Trust
Illinois
$132M
4
Principal Financial Group
4
Principal Financial Group
Iowa
$51M
5
Hotchkis & Wiley Capital Management
5
Hotchkis & Wiley Capital Management
California
$33M
Name Holding Trade Value Shares
Change 		Shares
Change %
BW
276
Bison Wealth
Georgia
$23K +$23K +22,853 New
LC
277
Lindbrook Capital
California
$22K +$627 +10 +3%
LWM
278
Liberty Wealth Management
California
$20K – – –
CA
279
Clearstead Advisors
Ohio
$19K +$19K +300 New
CFGS
280
Concourse Financial Group Securities
Alabama
$17K +$1.53K +24 +10%
AIG
281
American International Group
New York
$15.8K +$295 +4,611 +2%
Bessemer Group
282
Bessemer Group
New Jersey
$15K – – –
EI
283
Ellevest Inc
New York
$15K +$2.96K +46 +25%
SFSIG
284
San Francisco Sentry Investment Group
California
$14K – – –
BFEC
285
Benjamin F. Edwards & Company
Missouri
$13K – – –
MAM
286
Meeder Asset Management
Ohio
$12K +$11.8K +178 +5,933%
TWA
287
TCI Wealth Advisors
Arizona
$12K +$12K +189 New
HCP
288
Hexagon Capital Partners
Arkansas
$8K – – –
Parallax Volatility Advisers
289
Parallax Volatility Advisers
California
$6K -$66.1K -1,014 -92%
MWP
290
Meridian Wealth Partners
Pennsylvania
$5K +$5K +80 New
PFGIA
291
Patriot Financial Group Insurance Agency
Massachusetts
$4K +$2K +32 +100%
ACM
292
Allred Capital Management
Texas
$3.72K +$3.72K +58 New
SFS
293
Sowell Financial Services
Arkansas
$3K -$1.79K -25 -37%
CWC
294
Carolinas Wealth Consulting
North Carolina
$3K – – –
NFG
295
Next Financial Group
Texas
$3K – – –
WT
296
Washington Trust
Rhode Island
$2K -$67 -1 -3%
CAM
297
ClariVest Asset Management
California
$2K – – –
PWMG
298
Prestige Wealth Management Group
New Jersey
$2K – – –
DA
299
Denali Advisors
California
$2K – – –
ACM
300
AUA Capital Management
Pennsylvania
$2K +$2K +26 New
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12
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