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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 %
SCM
176
Shelton Capital Management
Colorado
$205K +$205K +6,414 New
Natixis Advisors
177
Natixis Advisors
Massachusetts
$201K +$201K +6,284 New
Canada Life
178
Canada Life
Manitoba, Canada
$190K +$190K +5,900 New
STC
179
SEI Trust Company
Pennsylvania
$163K -$19.2K -600 -11%
Envestnet Asset Management
180
Envestnet Asset Management
Illinois
$145K +$15K +472 +12%
PAM
181
Panagora Asset Management
Massachusetts
$137K – – –
KIG
182
Kessler Investment Group
Indiana
$122K +$122K +3,809 New
IUAM
183
Itau USA Asset Management
New York
$122K +$122K +3,825 New
Teacher Retirement System of Texas
184
Teacher Retirement System of Texas
Texas
$108K -$255K -7,967 -70%
Parallax Volatility Advisers
185
Parallax Volatility Advisers
California
$95K -$45.2K -1,414 -32%
BlackRock
186
BlackRock
New York
$94K -$1.72K -54 -2%
FMT
187
First Mercantile Trust
Tennessee
$79K -$374K -11,660 -83%
SAM
188
Solaris Asset Management
New York
$72K – – –
FHA
189
First Horizon Advisors
Tennessee
$67K -$202 -7 -0.3%
Bank of Montreal
190
Bank of Montreal
Ontario, Canada
$45K – – –
BNP Paribas Financial Markets
191
BNP Paribas Financial Markets
France
$39.5K -$796K -24,905 -95%
LTFS
192
Ladenburg Thalmann Financial Services
Florida
$24K +$10.7K +335 +81%
TRCT
193
Tower Research Capital (TRC)
New York
$23K -$244K -7,529 -91%
PTC
194
Private Trust Company
Ohio
$10K -$2.44K -77 -20%
DSC
195
Duncker Streett & Co
Missouri
$8K – – –
RNS
196
Robert N. Shapiro
$4K +$4K +111 New
WA
197
WealthTrust-Arizona
Arizona
$3K – – –
Bessemer Group
198
Bessemer Group
New Jersey
$3K +$3K +81 New
Manulife (Manufacturers Life Insurance)
199
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$2.29K +$78 +2,427 +4%
EFSCE
200
Enterprise Financial Services Corp (EFSC)
Missouri
$1K – – –
5 6 7
8
9