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Stifel
SF

Overview Fund Activity

212 hedge funds and large institutions have $2.87B invested in Stifel in 2014 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 68 increasing their positions, 89 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
212
Holders Change
+13
Holders Change %
+6.53%
% of All Funds
6.13%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
28
Increased
68
Reduced
89
Closed
13
Calls
$6.06M
Puts
$3.53M
Net Calls
+$2.54M
Net Calls Change
-$3.59M

Top Buyers

1
FMA
1
Fiduciary Management Associates
Illinois
$15.1M
2
Axa
2
Axa
France
$12.6M
3
APG Asset Management
3
APG Asset Management
Netherlands
$11.9M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$202M
5
EAM
5
Eagle Asset Management
Florida
$120M

Top Sellers

1
RA
1
Royce & Associates
New York
$137M
2
CCM
2
Century Capital Management
Massachusetts
$17.9M
3
WI
3
WHV Investments
California
$5.86M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$36.6M
5
BA
5
BlackRock Advisors
Delaware
$8.99M
Name Holding Trade Value Shares
Change 		Shares
Change %
BUB
151
BBVA USA Bancshares
Texas
$482K +$244K +7,359 +103%
Bank of America
152
Bank of America
North Carolina
$480K -$731K -22,000 -60%
Legal & General Group
153
Legal & General Group
United Kingdom
$453K – – –
TCM
154
Tanaka Capital Management
New York
$433K – – –
LCM
155
Logan Capital Management
Pennsylvania
$418K +$40.8K +1,230 +11%
AIS
156
AlphaOne Investment Services
Pennsylvania
$414K – – –
BNP Paribas Financial Markets
157
BNP Paribas Financial Markets
France
$402K +$363K +11,652 +943%
ARTA
158
A.R.T. Advisors
New York
$376K +$376K +11,337 New
Los Angeles Capital Management
159
Los Angeles Capital Management
California
$371K +$371K +11,175 New
MSA
160
Mason Street Advisors
Wisconsin
$368K -$98K -2,959 -21%
Royal Bank of Canada
161
Royal Bank of Canada
Ontario, Canada
$343K +$35.3K +1,063 +11%
DADC
162
D.A. Davidson & Co
Montana
$336K +$9.88K +300 +3%
Brown Advisory
163
Brown Advisory
Maryland
$331K – – –
LPL Financial
164
LPL Financial
California
$311K -$96.7K -2,911 -24%
MCM
165
Manchester Capital Management
Vermont
$311K -$22.5K -678 -7%
AG
166
Aperio Group
California
$294K +$294K +8,859 New
PAM
167
Princeton Alpha Management
New Jersey
$292K +$292K +8,813 New
AIP
168
Ameritas Investment Partners
Nebraska
$274K – – –
HSBC Holdings
169
HSBC Holdings
United Kingdom
$273K +$39.1K +1,182 +17%
U
170
UBS
Switzerland
$266K +$42.9K +1,298 +19%
3NC
171
300 North Capital
California
$251K – – –
YMRC
172
Yorktown Management & Research Company
Virginia
$249K – – –
WAM
173
World Asset Management
Michigan
$249K +$4.12K +124 +2%
KJHP
174
K.J. Harrison & Partners
Ontario, Canada
$248K – – –
COI
175
Connable Office Inc
Michigan
$246K -$16.4K -495 -6%
5 6
7
8 9