SF icon

Stifel
SF

Overview Fund Activity

212 hedge funds and large institutions have $2.87B invested in Stifel in 2014 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 68 increasing their positions, 89 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
212
Holders Change
+13
Holders Change %
+6.53%
% of All Funds
6.13%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
28
Increased
68
Reduced
89
Closed
13
Calls
$6.06M
Puts
$3.53M
Net Calls
+$2.54M
Net Calls Change
-$3.59M

Top Buyers

1
FMA
1
Fiduciary Management Associates
Illinois
$15.1M
2
Axa
2
Axa
France
$12.6M
3
APG Asset Management
3
APG Asset Management
Netherlands
$11.9M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$202M
5
EAM
5
Eagle Asset Management
Florida
$120M

Top Sellers

1
RA
1
Royce & Associates
New York
$137M
2
CCM
2
Century Capital Management
Massachusetts
$17.9M
3
WI
3
WHV Investments
California
$5.86M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$36.6M
5
BA
5
BlackRock Advisors
Delaware
$8.99M
Name Holding Trade Value Shares
Change 		Shares
Change %
Creative Planning
201
Creative Planning
Kansas
$30K +$30K +894 New
LTFS
202
Ladenburg Thalmann Financial Services
Florida
$25K – – –
MCM
203
Mazama Capital Management
Oregon
$17K -$784K -23,598 -98%
PTC
204
Private Trust Company
Ohio
$11K +$206 +6 +2%
DSC
205
Duncker Streett & Co
Missouri
$8K – – –
GAM
206
Gemmer Asset Management
California
$8K +$8K +254 New
CG
207
Colony Group
Massachusetts
$5K +$5K +141 New
RNS
208
Robert N. Shapiro
$4K +$205 +6 +5%
WA
209
WealthTrust-Arizona
Arizona
$3K – – –
Manulife (Manufacturers Life Insurance)
210
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$2.39K +$9 +277 +0.4%
BPBT
211
Boston Private Bank & Trust
Massachusetts
$2K +$2K +56 New
EFSCE
212
Enterprise Financial Services Corp (EFSC)
Missouri
$1K – – –
Renaissance Technologies
213
Renaissance Technologies
New York
– -$6.13M -191,816 Closed
Millennium Management
214
Millennium Management
New York
– -$3.03M -94,803 Closed
ERSOT
215
Employees Retirement System of Texas
Texas
– -$973K -30,450 Closed
SCM
216
Stevens Capital Management
Pennsylvania
– -$898K -28,101 Closed
GC
217
Guggenheim Capital
Illinois
– -$805K -25,227 Closed
Jennison Associates
218
Jennison Associates
New York
– -$617K -19,322 Closed
HHC
219
Hutchin Hill Capital
New York
– -$513K -16,050 Closed
SCA
220
SAC Capital Advisors
Connecticut
– -$481K -15,059 Closed
Truist Financial
221
Truist Financial
North Carolina
– -$214K -6,687 Closed
KIG
222
Kessler Investment Group
Indiana
– -$122K -3,809 Closed
Parallax Volatility Advisers
223
Parallax Volatility Advisers
California
– -$95K -2,969 Closed
SAM
224
Solaris Asset Management
New York
– -$72K -2,268 Closed
Bessemer Group
225
Bessemer Group
New Jersey
– -$3K -81 Closed
5 6 7 8
9