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Stifel
SF

Overview Fund Activity

199 hedge funds and large institutions have $2.72B invested in Stifel in 2013 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 60 increasing their positions, 85 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
199
Holders Change
+15
Holders Change %
+8.15%
% of All Funds
5.78%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
29
Increased
60
Reduced
85
Closed
13
Calls
$9.51M
Puts
$3.39M
Net Calls
+$6.12M
Net Calls Change
+$6.39M

Top Buyers

1
EARNEST Partners
1
EARNEST Partners
Georgia
$137M
2
EAM
2
Eagle Asset Management
Florida
$106M
3
Invesco
3
Invesco
Georgia
$186M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$10.8M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$48.9M

Top Sellers

1
RA
1
Royce & Associates
New York
$157M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$4.88M
3
CRM
3
Cramer Rosenthal McGlynn
Connecticut
$0
4
Wells Fargo
4
Wells Fargo
California
$36.9M
5
VOYA Investment Management
5
VOYA Investment Management
Georgia
$19.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
Norges Bank
26
Norges Bank
Norway
$27.3M – – –
New York State Common Retirement Fund
27
New York State Common Retirement Fund
New York
$27.2M -$921K -28,837 -3%
SAM
28
Silvercrest Asset Management
New York
$24.4M +$4.66M +145,752 +24%
TSW
29
Thompson Siegel & Walmsley
Virginia
$23.1M -$3.38M -105,662 -13%
SONJCPFA
30
State of New Jersey Common Pension Fund A
New Jersey
$23M -$3.83M -120,000 -14%
CCM
31
Channing Capital Management
Illinois
$22.7M +$3.32M +103,842 +17%
WI
32
WHV Investments
California
$20.9M -$978K -30,614 -4%
Loomis, Sayles & Company
33
Loomis, Sayles & Company
Massachusetts
$20.7M -$77.6K -2,429 -0.4%
BA
34
BlackRock Advisors
Delaware
$20.3M -$1.95M -60,963 -9%
SAM
35
Sentinel Asset Management
Vermont
$20M -$2.83M -88,485 -12%
VOYA Investment Management
36
VOYA Investment Management
Georgia
$19.8M -$9.55M -298,941 -33%
Principal Financial Group
37
Principal Financial Group
Iowa
$17.3M +$987K +30,909 +6%
MAA
38
Managed Account Advisors
New Jersey
$16.6M +$4.24M +132,822 +34%
SFM
39
Systematic Financial Management
New Jersey
$16.4M +$1.84M +57,717 +13%
State of Wisconsin Investment Board
40
State of Wisconsin Investment Board
Wisconsin
$16M -$41.6K -1,301 -0.3%
BFC
41
Banc Funds Company
Illinois
$15M -$8.47M -265,280 -36%
PCM
42
Penn Capital Management
Pennsylvania
$14.6M -$3.52M -110,079 -19%
TCIM
43
TIAA CREF Investment Management
New York
$14.4M -$366K -11,469 -2%
Geode Capital Management
44
Geode Capital Management
Massachusetts
$13.8M +$1.12M +34,965 +9%
TAM
45
THB Asset Management
Connecticut
$13.4M -$469K -14,670 -3%
Ameriprise
46
Ameriprise
Minnesota
$12.7M -$183K -5,721 -1%
BIM
47
BlackRock Investment Management
Delaware
$11.8M -$291K -9,102 -2%
Schroder Investment Management Group
48
Schroder Investment Management Group
United Kingdom
$11.1M -$1.07M -33,450 -9%
BCM
49
Brown Capital Management
Maryland
$10.8M -$522K -16,338 -5%
Wellington Management Group
50
Wellington Management Group
Massachusetts
$10.8M +$10.8M +337,965 New
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