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Stifel
SF

Overview Fund Activity

231 hedge funds and large institutions have $3.34B invested in Stifel in 2015 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 97 increasing their positions, 66 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
231
Holders Change
-1
Holders Change %
-0.43%
% of All Funds
6.23%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
25
Increased
97
Reduced
66
Closed
25
Calls
$10.1M
Puts
$3.66M
Net Calls
+$6.42M
Net Calls Change
+$1.54M

Top Buyers

1
PIM
Perkins Investment Management
Illinois
$42.9M
2
Citadel Advisors
Citadel Advisors
Florida
$32.1M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$20.9M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$36.1M
5
AAMU
Amundi Asset Management US
Massachusetts
$11.3M

Top Sellers

1
KCM
Kornitzer Capital Management
Kansas
$60.3M
2
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$62.6M
3
Invesco
Invesco
Georgia
$202M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
$0
5
JCM
Junto Capital Management
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
HMS
201
Hanseatic Management Services
New Mexico
$48K – – –
TDC
202
Thompson Davis & Co
Virginia
$46K -$1.26K -33 -3%
QCG
203
Quadrant Capital Group
Ohio
$46K +$46K +1,215 New
PCM
204
Prelude Capital Management
New York
$38K +$38K +975 New
WEC
205
Winslow Evans & Crocker
Massachusetts
$34.2K +$34.2K +888 New
CHP
206
Cable Hill Partners
Oregon
$32K – – –
EFSCE
207
Enterprise Financial Services Corp (EFSC)
Missouri
$27K +$25.6K +674 +1,872%
LTFS
208
Ladenburg Thalmann Financial Services
Florida
$19K +$938 +24 +5%
NYLT
209
New York Life Trust
New York
$17K +$17K +431 New
AIM
210
Advantage Investment Management
Iowa
$17K +$17K +450 New
Zurich Cantonal Bank
211
Zurich Cantonal Bank
Switzerland
$16K – – –
BL
212
Balentine LLC
Georgia
$12K -$3.43K -90 -22%
VFA
213
Virtus Fund Advisers
Connecticut
$10K -$63.1K -1,659 -86%
WCBA
214
Weaver C. Barksdale & Associates
Tennessee
$10K – – –
DSC
215
Duncker Streett & Co
Missouri
$9K – – –
Bessemer Group
216
Bessemer Group
New Jersey
$9K +$9K +234 New
GAM
217
Gemmer Asset Management
California
$8K -$1.41K -38 -15%
Manulife (Manufacturers Life Insurance)
218
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$7.55K +$235 +6,107 +3%
WA
219
WealthTrust-Arizona
Arizona
$4K – – –
JIC
220
Joel Isaacson & Co
New York
$4K – – –
ACS
221
Archford Capital Strategies
Illinois
$4K – – –
Nuveen Asset Management
222
Nuveen Asset Management
Illinois
$3.09K +$543 +14,118 +21%
Northwestern Mutual Wealth Management
223
Northwestern Mutual Wealth Management
Wisconsin
$3K – – –
W
224
Wealthfront
California
$3K +$1.65K +44 +122%
UFA
225
US Financial Advisors
Massachusetts
$3K +$3K +66 New
7 8
9
10 11