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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 %
HSBC Holdings
126
HSBC Holdings
United Kingdom
$996K +$369K +11,091 +59%
VKH
127
Virtu KCG Holdings
New York
$989K +$182K +5,459 +23%
CAM
128
Covenant Asset Management
New Jersey
$910K +$910K +27,323 New
BUB
129
BBVA USA Bancshares
Texas
$880K +$45.5K +1,368 +5%
CC
130
Cipher Capital
New York
$879K -$743K -22,324 -46%
TA
131
Teton Advisors
New York
$876K -$245K -7,350 -22%
CM
132
Capital Management
Virginia
$874K – – –
LSERS
133
Louisiana State Employees Retirement System
Louisiana
$819K -$35K -1,050 -4%
PA
134
Profund Advisors
Maryland
$805K +$242K +7,263 +43%
First Trust Advisors
135
First Trust Advisors
Illinois
$775K -$840K -25,219 -52%
GWM
136
Greenwich Wealth Management
Connecticut
$749K – – –
SC
137
SouthState Corp
Florida
$720K -$308K -9,256 -30%
CB
138
Commerce Bank
Missouri
$718K -$13.7K -412 -2%
TRSOTSOK
139
Teachers Retirement System of the State of Kentucky
Kentucky
$714K -$35K -1,050 -5%
RFC
140
Regions Financial Corp
Alabama
$707K -$41.7K -1,254 -6%
Royal Bank of Canada
141
Royal Bank of Canada
Ontario, Canada
$693K +$308K +9,249 +80%
TCM
142
Tanaka Capital Management
New York
$687K – – –
US Bancorp
143
US Bancorp
Minnesota
$686K +$124K +3,720 +22%
BCM
144
Brown Capital Management
Maryland
$658K -$784K -23,523 -54%
MGIA
145
Moneta Group Investment Advisors
Missouri
$654K -$30K -900 -4%
UBS Group
146
UBS Group
Switzerland
$634K -$228K -6,833 -26%
NIM
147
Northeast Investment Management
Massachusetts
$620K – – –
1CM
148
1492 Capital Management
Wisconsin
$600K +$600K +18,027 New
Brown Advisory
149
Brown Advisory
Maryland
$598K -$6.99K -210 -1%
NAM
150
Nichols Asset Management
Massachusetts
$586K – – –
4 5
6
7 8