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Stifel
SF

Overview Fund Activity

232 hedge funds and large institutions have $2.51B invested in Stifel in 2015 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 92 increasing their positions, 73 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
232
Holders Change
+1
Holders Change %
+0.43%
% of All Funds
6.48%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
29
Increased
92
Reduced
73
Closed
27
Calls
$7.44M
Puts
$5.23M
Net Calls
+$2.21M
Net Calls Change
-$4.21M

Top Buyers

1
Stifel Financial
Stifel Financial
Missouri
$139M
2
Millennium Management
Millennium Management
New York
$49.1M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$53.4M
4
Bank of America
Bank of America
North Carolina
$15.5M
5
AQR Capital Management
AQR Capital Management
Connecticut
$9.06M

Top Sellers

1
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$10.3M
2
SC
Samlyn Capital
New York
$0
3
FMA
Fiduciary Management Associates
Illinois
$0
4
FC
Fairpointe Capital
Illinois
$0
5
KCM
Kornitzer Capital Management
Kansas
$26.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
Simplex Trading
201
Simplex Trading
Illinois
$59K +$59K +2,132 New
FHA
202
First Horizon Advisors
Tennessee
$55K +$4.43K +159 +9%
JIC
203
Joel Isaacson & Co
New York
$48K +$45.3K +1,600 +1,684%
CF
204
CenterStar Fund
Illinois
$40K – – –
Bank of Montreal
205
Bank of Montreal
Ontario, Canada
$37K – – –
Zurich Cantonal Bank
206
Zurich Cantonal Bank
Switzerland
$36K +$24.4K +873 +209%
NYLT
207
New York Life Trust
New York
$35K +$23K +823 +191%
QCG
208
Quadrant Capital Group
Ohio
$34K – – –
TDC
209
Thompson Davis & Co
Virginia
$31K -$2.33K -84 -7%
WEC
210
Winslow Evans & Crocker
Massachusetts
$25.2K +$336 +12 +1%
Creative Planning
211
Creative Planning
Kansas
$24K +$24K +861 New
EFSCE
212
Enterprise Financial Services Corp (EFSC)
Missouri
$20K – – –
CHP
213
Cable Hill Partners
Oregon
$18K -$5.77K -200 -24%
LTFS
214
Ladenburg Thalmann Financial Services
Florida
$11K -$2.1K -78 -16%
W
215
Wealthfront
California
$11K +$8.68K +300 +375%
TRCT
216
Tower Research Capital (TRC)
New York
$10K +$10K +354 New
BL
217
Balentine LLC
Georgia
$9K – – –
WCBA
218
Weaver C. Barksdale & Associates
Tennessee
$9K +$1.6K +57 +22%
SIM
219
Sonora Investment Management
Arizona
$8K +$8K +254 New
VFA
220
Virtus Fund Advisers
Connecticut
$7K – – –
DSC
221
Duncker Streett & Co
Missouri
$7K – – –
GAM
222
Gemmer Asset Management
California
$6K – – –
ACS
223
Archford Capital Strategies
Illinois
$6K +$2.99K +97 +99%
Manulife (Manufacturers Life Insurance)
224
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$5.56K +$57 +2,029 +1%
Bessemer Group
225
Bessemer Group
New Jersey
$5K -$1.39K -51 -22%
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