SF icon

Stifel
SF

Overview Fund Activity

243 hedge funds and large institutions have $2.75B invested in Stifel in 2017 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 100 increasing their positions, 84 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
243
Holders Change
-14
Holders Change %
-5.45%
% of All Funds
6.07%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
19
Increased
100
Reduced
84
Closed
31
Calls
$9.47M
Puts
$22M
Net Calls
-$12.5M
Net Calls Change
-$18.6M

Top Buyers

1
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$129M
2
Macquarie Group
2
Macquarie Group
Australia
$100M
3
Balyasny Asset Management
3
Balyasny Asset Management
Illinois
$16.1M
4
CRM
4
Cramer Rosenthal McGlynn
Connecticut
$52.8M
5
HCM
5
Hodges Capital Management
Texas
$14.1M

Top Sellers

1
EAM
1
Eagle Asset Management
Florida
$92M
2
CCI
2
Columbus Circle Investors
$5.48M
3
CCM
3
Channing Capital Management
Illinois
$39M
4
TA
4
Teachers Advisors
New York
$14M
5
CM
5
Castleark Management
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
New York State Common Retirement Fund
26
New York State Common Retirement Fund
New York
$25.4M -$184K -6,000 -0.7%
Geode Capital Management
27
Geode Capital Management
Massachusetts
$24.2M +$809K +26,397 +3%
Norges Bank
28
Norges Bank
Norway
$22.8M -$7.78M -253,794 -25%
VOYA Investment Management
29
VOYA Investment Management
Georgia
$22.6M +$7.4M +241,455 +49%
O
30
OppenheimerFunds
New York
$21.1M +$1.53M +49,923 +8%
Loomis, Sayles & Company
31
Loomis, Sayles & Company
Massachusetts
$19.8M +$668K +21,776 +3%
Bank of America
32
Bank of America
North Carolina
$19.7M -$2.41M -78,670 -11%
TCM
33
Tributary Capital Management
Nebraska
$17.9M +$1.87M +61,005 +12%
SFM
34
Systematic Financial Management
New Jersey
$17.1M +$47.3K +1,544 +0.3%
State of New Jersey Common Pension Fund D
35
State of New Jersey Common Pension Fund D
New Jersey
$16.6M – – –
Charles Schwab
36
Charles Schwab
California
$16.3M +$807K +26,325 +5%
Balyasny Asset Management
37
Balyasny Asset Management
Illinois
$16.1M +$11.8M +383,870 +269%
ORI
38
Oak Ridge Investments
Illinois
$15.7M -$3.45M -112,500 -18%
SAM
39
Sentinel Asset Management
Vermont
$14.1M +$3.01M +98,265 +27%
HCM
40
Hodges Capital Management
Texas
$14.1M +$10.9M +355,845 +339%
TA
41
Teachers Advisors
New York
$14M -$11.1M -362,622 -44%
Principal Financial Group
42
Principal Financial Group
Iowa
$13.2M +$327K +10,652 +3%
JPMorgan Chase & Co
43
JPMorgan Chase & Co
New York
$12.8M -$8.7M -283,914 -40%
Prudential Financial
44
Prudential Financial
New Jersey
$12.6M +$4.02M +130,995 +47%
EVM
45
Eaton Vance Management
Massachusetts
$11M +$2.95M +96,116 +37%
State of Wisconsin Investment Board
46
State of Wisconsin Investment Board
Wisconsin
$10.7M -$901K -29,400 -8%
Millennium Management
47
Millennium Management
New York
$10.6M +$10.6M +345,074 New
BFC
48
Banc Funds Company
Illinois
$10.1M – – –
TSW
49
Thompson Siegel & Walmsley
Virginia
$10M -$2.23M -72,789 -18%
Morgan Stanley
50
Morgan Stanley
New York
$9.68M -$2.94M -95,828 -23%
1
2
3 4 5