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Stifel
SF

Overview Fund Activity

207 hedge funds and large institutions have $2.76B invested in Stifel in 2014 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 80 increasing their positions, 72 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
207
Holders Change
-5
Holders Change %
-2.36%
% of All Funds
5.95%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
21
Increased
80
Reduced
72
Closed
25
Calls
$3.85M
Puts
$7.31M
Net Calls
-$3.45M
Net Calls Change
-$5.99M

Top Buyers

1
Millennium Management
Millennium Management
New York
$33.6M
2
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$30.3M
3
Norges Bank
Norges Bank
Norway
$49.2M
4
ICM
IronBridge Capital Management
Illinois
$20.9M
5
TAM
Trillium Asset Management
Massachusetts
$16.2M

Top Sellers

1
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$76.4M
2
RA
Royce & Associates
New York
$109M
3
CCM
Century Capital Management
Massachusetts
$0
4
Fidelity Investments
Fidelity Investments
Massachusetts
$21.3M
5
BFA
BlackRock Fund Advisors
California
$163M
Name Holding Trade Value Shares
Change 		Shares
Change %
KJHP
176
K.J. Harrison & Partners
Ontario, Canada
$237K – – –
SCM
177
Shelton Capital Management
Colorado
$229K +$26.6K +843 +13%
WAM
178
World Asset Management
Michigan
$227K -$9.6K -304 -4%
T. Rowe Price Associates
179
T. Rowe Price Associates
Maryland
$225K – – –
COI
180
Connable Office Inc
Michigan
$219K -$14.7K -465 -6%
MIU
181
Man Investments (UK)
United Kingdom
$217K -$422K -13,371 -66%
HIMCH
182
Hartford Investment Management Co (HIMCO)
Connecticut
$212K +$4.04K +128 +2%
Canada Life
183
Canada Life
Manitoba, Canada
$185K – – –
IUAM
184
Itau USA Asset Management
New York
$144K +$18.9K +600 +15%
BlackRock
185
BlackRock
New York
$133K -$3.53K -112 -3%
Bank of Montreal
186
Bank of Montreal
Ontario, Canada
$120K +$76.1K +2,415 +173%
Envestnet Asset Management
187
Envestnet Asset Management
Illinois
$115K +$2.93K +93 +3%
Teacher Retirement System of Texas
188
Teacher Retirement System of Texas
Texas
$106K – – –
Ohio Public Employees Retirement System (OPERS)
189
Ohio Public Employees Retirement System (OPERS)
Ohio
$105K -$1.4M -44,181 -93%
H
190
Hexavest
Quebec, Canada
$95K – – –
Citigroup
191
Citigroup
New York
$91K -$966K -30,648 -91%
FMT
192
First Mercantile Trust
Tennessee
$76K +$1.9K +60 +3%
FHA
193
First Horizon Advisors
Tennessee
$54K -$693 -23 -1%
CTB
194
Country Trust Bank
Illinois
$47.4K +$47.4K +1,500 New
Creative Planning
195
Creative Planning
Kansas
$28K – – –
LTFS
196
Ladenburg Thalmann Financial Services
Florida
$24K – – –
WTB
197
Washington Trust Bank
Washington
$17K +$17K +536 New
Northwestern Mutual Wealth Management
198
Northwestern Mutual Wealth Management
Wisconsin
$12K +$12K +395 New
PTC
199
Private Trust Company
Ohio
$10K – – –
TRCT
200
Tower Research Capital (TRC)
New York
$8K -$97K -3,054 -92%
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8
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