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Stifel
SF

Overview Fund Activity

209 hedge funds and large institutions have $2.71B invested in Stifel in 2014 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 67 increasing their positions, 80 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
209
Holders Change
+2
Holders Change %
+0.97%
% of All Funds
6.07%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.09%
New
22
Increased
67
Reduced
80
Closed
19
Calls
$6.1M
Puts
$7.09M
Net Calls
-$983K
Net Calls Change
+$2.47M

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
$35.7M
2
Macquarie Group
Macquarie Group
Australia
$38.6M
3
JPMPWA
J.P. Morgan Private Wealth Advisors
California
$10.1M
4
BCM
BlueMar Capital Management
Florida
$5.64M
5
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
$5.39M

Top Sellers

1
Norges Bank
Norges Bank
Norway
$24.4M
2
American Century Companies
American Century Companies
Missouri
$0
3
RA
Royce & Associates
New York
$92.9M
4
Renaissance Technologies
Renaissance Technologies
New York
$0
5
LCP
Lombardia Capital Partners
California
$22.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
TCM
151
Tanaka Capital Management
New York
$419K – – –
AG
152
Aperio Group
California
$402K +$14.5K +462 +4%
MSA
153
Mason Street Advisors
Wisconsin
$384K +$25.6K +821 +7%
MCM
154
Manchester Capital Management
Vermont
$381K – – –
M&T Bank
155
M&T Bank
New York
$354K +$354K +11,304 New
3NC
156
300 North Capital
California
$331K +$93.9K +3,000 +40%
Royal Bank of Canada
157
Royal Bank of Canada
Ontario, Canada
$327K -$24.1K -770 -7%
VKH
158
Virtu KCG Holdings
New York
$317K +$317K +10,157 New
IPC
159
Independent Portfolio Consultants
Florida
$314K +$38.1K +1,221 +14%
AL
160
Airain Ltd
Guernsey
$312K +$312K +9,989 New
Two Sigma Advisers
161
Two Sigma Advisers
New York
$311K -$9.38K -300 -3%
DADC
162
D.A. Davidson & Co
Montana
$298K -$12.2K -393 -4%
T. Rowe Price Associates
163
T. Rowe Price Associates
Maryland
$279K +$56.2K +1,800 +25%
AIP
164
Ameritas Investment Partners
Nebraska
$275K – – –
Bank of America
165
Bank of America
North Carolina
$269K -$36.4K -1,166 -12%
LPL Financial
166
LPL Financial
California
$247K -$8.03K -265 -3%
AQR Capital Management
167
AQR Capital Management
Connecticut
$245K -$79.8K -2,550 -25%
TRCT
168
Tower Research Capital (TRC)
New York
$241K +$233K +7,448 +2,956%
YMRC
169
Yorktown Management & Research Company
Virginia
$234K – – –
KJHP
170
K.J. Harrison & Partners
Ontario, Canada
$234K – – –
WAM
171
World Asset Management
Michigan
$231K +$6.22K +199 +3%
SCM
172
Shelton Capital Management
Colorado
$227K – – –
SMC
173
Smith, Moore & Co
Missouri
$218K +$218K +6,969 New
SG Americas Securities
174
SG Americas Securities
New York
$217K +$217K +6,953 New
COI
175
Connable Office Inc
Michigan
$216K -$938 -30 -0.4%
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