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Stifel
SF

Overview Fund Activity

221 hedge funds and large institutions have $2.89B invested in Stifel in 2014 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 78 increasing their positions, 83 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
221
Holders Change
+12
Holders Change %
+5.74%
% of All Funds
5.9%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
24
Increased
78
Reduced
83
Closed
11
Calls
$4.64M
Puts
$6.5M
Net Calls
-$1.86M
Net Calls Change
-$872K

Top Buyers

1
CRM
1
Cramer Rosenthal McGlynn
Connecticut
$63M
2
BFA
2
BlackRock Fund Advisors
California
$202M
3
Macquarie Group
3
Macquarie Group
Australia
$59.4M
4
Deutsche Bank
4
Deutsche Bank
Germany
$28.2M
5
TCGI
5
Three Corner Global Investors
New York
$7.85M

Top Sellers

1
Stifel Financial
1
Stifel Financial
Missouri
$15.3M
2
Citadel Advisors
2
Citadel Advisors
Florida
$13.4M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$0
4
RA
4
Royce & Associates
New York
$82.5M
5
APG Asset Management
5
APG Asset Management
Netherlands
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PWM
201
ParenteBeard Wealth Management
Pennsylvania
$21.4K -$865K -32,476 -98%
LTFS
202
Ladenburg Thalmann Financial Services
Florida
$14K -$11.8K -342 -46%
GAM
203
Gemmer Asset Management
California
$9K – – –
DSC
204
Duncker Streett & Co
Missouri
$8K – – –
WA
205
Waverly Advisors
Alabama
$6K – – –
RNS
206
Robert N. Shapiro
$4K -$142 -4 -3%
BBHC
207
Brown Brothers Harriman & Co
New York
$4K +$4K +126 New
WA
208
WealthTrust-Arizona
Arizona
$3K – – –
JIC
209
Joel Isaacson & Co
New York
$3K – – –
ACS
210
Archford Capital Strategies
Illinois
$3K – – –
Manulife (Manufacturers Life Insurance)
211
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$2.11K -$45 -1,323 -2%
WA
212
WFG Advisors
Texas
$2K – – –
GT
213
Glenmede Trust
Pennsylvania
$2K – – –
SEI Investments
214
SEI Investments
Pennsylvania
$2K +$2K +56 New
Northwestern Mutual Wealth Management
215
Northwestern Mutual Wealth Management
Wisconsin
$2K +$2K +74 New
RC
216
RegentAtlantic Capital
New Jersey
$1.89K +$1.89K +56 New
EFSCE
217
Enterprise Financial Services Corp (EFSC)
Missouri
$1K – – –
ST
218
Spot Trading
Illinois
$1K +$1K +44 New
FPFS
219
First Personal Financial Services
North Carolina
$1K +$1K +45 New
BRWA
220
B. Riley Wealth Advisors
Florida
$2 +$2 +69 New
Fidelity Investments
221
Fidelity Investments
Massachusetts
– -$21.1M -675,615 Closed
APG Asset Management
222
APG Asset Management
Netherlands
– -$9M -288,000 Closed
WI
223
WBI Investments
New Jersey
– -$2.07M -66,045 Closed
AP
224
AHL Partners
United Kingdom
– -$1.77M -56,658 Closed
VFA
225
Virtus Fund Advisers
Connecticut
– -$1.5M -47,813 Closed
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