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Stifel
SF

Overview Fund Activity

231 hedge funds and large institutions have $2.94B invested in Stifel in 2016 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 83 increasing their positions, 78 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
231
Holders Change
+10
Holders Change %
+4.52%
% of All Funds
5.78%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.05%
New
30
Increased
83
Reduced
78
Closed
18
Calls
$26.7M
Puts
$7.72M
Net Calls
+$19M
Net Calls Change
+$12.2M

Top Buyers

1
BFA
1
BlackRock Fund Advisors
California
$203M
2
Ameriprise
2
Ameriprise
Minnesota
$36.7M
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$27.6M
4
KCM
4
Kennedy Capital Management
Missouri
$31.9M
5
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$108M

Top Sellers

1
Millennium Management
1
Millennium Management
New York
$0
2
Goldman Sachs
2
Goldman Sachs
New York
$108M
3
State of New Jersey Common Pension Fund D
3
State of New Jersey Common Pension Fund D
New Jersey
$18M
4
Wells Fargo
4
Wells Fargo
California
$29.7M
5
EARNEST Partners
5
EARNEST Partners
Georgia
$86.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
Wells Fargo
26
Wells Fargo
California
$29.7M -$9.67M -290,334 -25%
T. Rowe Price Associates
27
T. Rowe Price Associates
Maryland
$27.6M +$26.7M +800,373 +2,804%
TA
28
Teachers Advisors
New York
$26.8M +$1.85M +55,497 +7%
BIM
29
BlackRock Investment Management
Delaware
$24.3M +$1.2M +35,976 +5%
Bank of America
30
Bank of America
North Carolina
$24.1M +$3.96M +118,895 +20%
Geode Capital Management
31
Geode Capital Management
Massachusetts
$23.8M +$1.55M +46,619 +7%
ORI
32
Oak Ridge Investments
Illinois
$22.5M -$5M -150,000 -18%
Norges Bank
33
Norges Bank
Norway
$22.4M – – –
Citadel Advisors
34
Citadel Advisors
Florida
$21.8M +$12.2M +366,492 +127%
O
35
OppenheimerFunds
New York
$20.4M +$1.01M +30,295 +5%
SFM
36
Systematic Financial Management
New Jersey
$19.2M +$371K +11,145 +2%
PCM
37
PAR Capital Management
Massachusetts
$18.7M +$1.25M +37,500 +7%
State of New Jersey Common Pension Fund D
38
State of New Jersey Common Pension Fund D
New Jersey
$18M -$9.99M -300,000 -36%
Loomis, Sayles & Company
39
Loomis, Sayles & Company
Massachusetts
$17.6M -$71.9K -2,159 -0.4%
JPMorgan Chase & Co
40
JPMorgan Chase & Co
New York
$17.3M +$4.29M +128,713 +33%
Prudential Financial
41
Prudential Financial
New Jersey
$15.4M -$193K -5,790 -1%
Charles Schwab
42
Charles Schwab
California
$15.2M +$796K +23,901 +6%
Morgan Stanley
43
Morgan Stanley
New York
$14.6M +$9.53M +286,323 +187%
TCM
44
Tributary Capital Management
Nebraska
$14M +$927K +27,848 +7%
FC
45
Fairpointe Capital
Illinois
$13.7M -$5.37M -161,400 -28%
VOYA Investment Management
46
VOYA Investment Management
Georgia
$13.7M -$450K -13,524 -3%
BGIM
47
Brandywine Global Investment Management
Pennsylvania
$13.6M -$948K -28,478 -7%
Principal Financial Group
48
Principal Financial Group
Iowa
$13.1M +$218K +6,540 +2%
State of Wisconsin Investment Board
49
State of Wisconsin Investment Board
Wisconsin
$12.6M -$2.04M -61,284 -14%
SAM
50
Sentinel Asset Management
Vermont
$11.7M -$1.83M -55,035 -14%
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