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Stifel
SF

Overview Fund Activity

266 hedge funds and large institutions have $2.37B invested in Stifel in 2020 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 111 increasing their positions, 86 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
266
Holders Change
-19
Holders Change %
-6.67%
% of All Funds
5.88%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.07%
New
34
Increased
111
Reduced
86
Closed
50
Calls
$12.1M
Puts
$1.79M
Net Calls
+$10.3M
Net Calls Change
-$845K

Top Buyers

1
Victory Capital Management
1
Victory Capital Management
Texas
$73.5M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$18.8M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$266M
4
AQR Capital Management
4
AQR Capital Management
Connecticut
$24.5M
5
CCM
5
Channing Capital Management
Illinois
$34.2M

Top Sellers

1
AllianceBernstein
1
AllianceBernstein
Tennessee
$49.7M
2
CRM
2
Cramer Rosenthal McGlynn
Connecticut
$0
3
APG Asset Management
3
APG Asset Management
Netherlands
$11.8M
4
BlackRock
4
BlackRock
New York
$335M
5
Invesco
5
Invesco
Georgia
$49.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
VRS
176
Virginia Retirement Systems
Virginia
$396K +$66K +2,400 +20%
FHB
177
First Hawaiian Bank
Hawaii
$396K +$116K +4,221 +41%
SIA
178
Sit Investment Associates
Minnesota
$378K – – –
EGM
179
Engineers Gate Manager
New York
$364K +$69.9K +2,538 +24%
SMC
180
Smith, Moore & Co
Missouri
$357K +$9.16K +333 +3%
CM
181
Capital Management
Virginia
$355K – – –
BCM
182
Bridgeway Capital Management
Texas
$351K -$4.13K -150 -1%
MML Investors Services
183
MML Investors Services
Massachusetts
$343K +$34.8K +1,266 +11%
CCA
184
Catalyst Capital Advisors
New York
$343K +$343K +12,450 New
ACI
185
AMP Capital Investors
Australia
$327K +$327K +11,700 New
SAM
186
Shell Asset Management
Netherlands
$326K -$4.95K -180 -1%
P
187
Pitcairn
Pennsylvania
$312K +$40.7K +1,480 +15%
FMBTD
188
First Midwest Bank Trust Division
Illinois
$312K +$312K +11,352 New
PI
189
Putnam Investments
Massachusetts
$301K +$301K +10,950 New
PA
190
Parallel Advisors
California
$293K +$23.1K +840 +9%
Millennium Management
191
Millennium Management
New York
$291K -$889K -32,337 -75%
SAM
192
Securian Asset Management
Minnesota
$290K – – –
AL
193
AJO LP
Pennsylvania
$286K +$286K +10,403 New
Mercer Global Advisors
194
Mercer Global Advisors
Colorado
$279K +$131K +4,766 +89%
CEP
195
Chicago Equity Partners
Illinois
$278K -$310K -11,265 -53%
CGH
196
Crossmark Global Holdings
Texas
$268K -$7.43K -270 -3%
PIA
197
Piedmont Investment Advisors
North Carolina
$261K +$275 +10 +0.1%
Janney Montgomery Scott
198
Janney Montgomery Scott
Pennsylvania
$259K +$259K +9,417 New
Brown Advisory
199
Brown Advisory
Maryland
$253K +$46.5K +1,687 +23%
Wolverine Trading
200
Wolverine Trading
Illinois
$240K +$240K +8,585 New
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