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Stifel
SF

Overview Fund Activity

267 hedge funds and large institutions have $3.26B invested in Stifel in 2019 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 94 increasing their positions, 88 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
267
Holders Change
+9
Holders Change %
+3.49%
% of All Funds
5.79%
Holding in Top 10
5
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+400%
% of All Funds
0.11%
New
41
Increased
94
Reduced
88
Closed
30
Calls
$14.2M
Puts
$14.6M
Net Calls
-$402K
Net Calls Change
+$1.01M

Top Buyers

1
SC
1
Samlyn Capital
New York
$23.3M
2
Hotchkis & Wiley Capital Management
2
Hotchkis & Wiley Capital Management
California
$57.5M
3
Principal Financial Group
3
Principal Financial Group
Iowa
$33.7M
4
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$167M
5
JCM
5
Junto Capital Management
New York
$13.4M

Top Sellers

1
ACL
1
Azora Capital LP
Florida
$15.8M
2
AllianceBernstein
2
AllianceBernstein
Tennessee
$110M
3
Allianz Asset Management
3
Allianz Asset Management
Germany
$0
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$51.2M
5
Balyasny Asset Management
5
Balyasny Asset Management
Illinois
$465K
Name Holding Trade Value Shares
Change 		Shares
Change %
XK
151
Xact Kapitalforvaltning
Sweden
$617K – – –
BUB
152
BBVA USA Bancshares
Texas
$600K +$25.6K +726 +4%
PNC Financial Services Group
153
PNC Financial Services Group
Pennsylvania
$599K -$11.2K -318 -2%
AQR Capital Management
154
AQR Capital Management
Connecticut
$579K -$1.57M -44,535 -73%
CM
155
Capital Management
Virginia
$566K -$67.3K -1,912 -11%
TCM
156
Tanaka Capital Management
New York
$557K -$2.18K -62 -0.4%
SC
157
SouthState Corp
Florida
$553K +$51.3K +1,457 +10%
FCM
158
Flinton Capital Management
Pennsylvania
$548K – – –
AB
159
Amalgamated Bank
New York
$543K +$18.2K +517 +3%
Schroder Investment Management Group
160
Schroder Investment Management Group
United Kingdom
$528K +$528K +15,000 New
RJA
161
Raymond James & Associates
Florida
$517K -$146K -4,146 -22%
SSA
162
Schonfeld Strategic Advisors
New York
$485K +$485K +13,800 New
Balyasny Asset Management
163
Balyasny Asset Management
Illinois
$465K -$10.1M -285,792 -96%
CGH
164
Crossmark Global Holdings
Texas
$465K – – –
D.E. Shaw & Co
165
D.E. Shaw & Co
New York
$461K -$313K -8,893 -40%
SAM
166
Securian Asset Management
Minnesota
$460K – – –
MFW
167
Mosaic Family Wealth
Missouri
$456K +$106K +3,000 +30%
SAM
168
Shell Asset Management
Netherlands
$445K +$445K +12,662 New
SO
169
STRS Ohio
Ohio
$443K +$73.8K +2,100 +20%
SMC
170
Smith, Moore & Co
Missouri
$432K -$76.8K -2,180 -15%
Marshall Wace
171
Marshall Wace
United Kingdom
$432K +$432K +12,278 New
TAM
172
Tyers Asset Management
Texas
$431K – – –
AG
173
Advisor Group
Arizona
$425K -$81.2K -2,313 -16%
Point72 Asset Management
174
Point72 Asset Management
Connecticut
$420K -$1.98M -56,452 -83%
CIM
175
CIM Investment Management
Pennsylvania
$414K -$3.52K -100 -0.8%
5 6
7
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