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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 %
LPL Financial
151
LPL Financial
California
$392K +$49.9K +1,563 +15%
LCM
152
Logan Capital Management
Pennsylvania
$363K – – –
IPC
153
Independent Portfolio Consultants
Florida
$337K -$54.2K -1,695 -14%
MCM
154
Manchester Capital Management
Vermont
$321K +$107K +3,349 +50%
Brown Advisory
155
Brown Advisory
Maryland
$319K – – –
EMG
156
Ellington Management Group
Connecticut
$316K +$316K +9,900 New
DADC
157
D.A. Davidson & Co
Montana
$314K +$38.3K +1,206 +14%
Two Sigma Advisers
158
Two Sigma Advisers
New York
$311K +$311K +9,780 New
SG Americas Securities
159
SG Americas Securities
New York
$306K -$256K -8,008 -46%
Royal Bank of Canada
160
Royal Bank of Canada
Ontario, Canada
$296K +$98.3K +3,081 +50%
AIP
161
Ameritas Investment Partners
Nebraska
$264K – – –
KJHP
162
K.J. Harrison & Partners
Ontario, Canada
$255K – – –
COI
163
Connable Office Inc
Michigan
$252K +$252K +7,898 New
AG
164
Aperio Group
California
$251K – – –
3NC
165
300 North Capital
California
$242K – – –
YMRC
166
Yorktown Management & Research Company
Virginia
$240K – – –
WAM
167
World Asset Management
Michigan
$235K -$88K -2,760 -27%
Nomura Holdings
168
Nomura Holdings
Japan
$229K -$225K -7,053 -50%
BUB
169
BBVA USA Bancshares
Texas
$229K +$229K +7,169 New
T. Rowe Price Associates
170
T. Rowe Price Associates
Maryland
$228K +$228K +7,134 New
JPMPWA
171
J.P. Morgan Private Wealth Advisors
California
$227K -$201K -6,307 -47%
HSBC Holdings
172
HSBC Holdings
United Kingdom
$225K +$225K +7,064 New
U
173
UBS
Switzerland
$215K -$196K -6,164 -48%
Truist Financial
174
Truist Financial
North Carolina
$214K +$214K +6,687 New
AR
175
Advisory Research
Illinois
$207K +$207K +6,480 New
5 6
7
8 9