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Stifel
SF

Overview Fund Activity

226 hedge funds and large institutions have $2.35B invested in Stifel in 2015 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 84 increasing their positions, 79 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
226
Holders Change
-6
Holders Change %
-2.59%
% of All Funds
5.93%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
27
Increased
84
Reduced
79
Closed
30
Calls
$6.71M
Puts
$5.19M
Net Calls
+$1.53M
Net Calls Change
-$683K

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
$41.2M
2
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$25.5M
3
Wells Fargo
Wells Fargo
California
$55.6M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$56M
5
O
OppenheimerFunds
New York
$9.49M

Top Sellers

1
Stifel Financial
Stifel Financial
Missouri
$12.6M
2
Invesco
Invesco
Georgia
$113M
3
PIM
Perkins Investment Management
Illinois
$0
4
RA
Royce & Associates
New York
$34.8M
5
Westfield Capital Management
Westfield Capital Management
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
TDC
201
Thompson Davis & Co
Virginia
$32K – – –
VCM
202
Versant Capital Management
Arizona
$32K +$32K +1,160 New
WEC
203
Winslow Evans & Crocker
Massachusetts
$27.2K +$1.78K +63 +7%
CHP
204
Cable Hill Partners
Oregon
$25K +$7.29K +257 +41%
CF
205
CenterStar Fund
Illinois
$24K -$40K – –
LTFS
206
Ladenburg Thalmann Financial Services
Florida
$24K +$12.2K +420 +103%
EFSCE
207
Enterprise Financial Services Corp (EFSC)
Missouri
$20K – – –
IA
208
IFP Advisors
Florida
$11K +$11K +390 New
WCBA
209
Weaver C. Barksdale & Associates
Tennessee
$10K +$643 +22 +7%
TRCT
210
Tower Research Capital (TRC)
New York
$9K -$1.52K -51 -14%
BL
211
Balentine LLC
Georgia
$9K – – –
DSC
212
Duncker Streett & Co
Missouri
$7K – – –
VFA
213
Virtus Fund Advisers
Connecticut
$7K – – –
QCG
214
Quadrant Capital Group
Ohio
$6K -$27.8K -999 -82%
ACS
215
Archford Capital Strategies
Illinois
$6K – – –
GAM
216
Gemmer Asset Management
California
$6K – – –
Manulife (Manufacturers Life Insurance)
217
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$5.59K -$7 -243 -0.1%
Bessemer Group
218
Bessemer Group
New Jersey
$5K -$199 -7 -4%
WA
219
WealthTrust-Arizona
Arizona
$3K – – –
Nuveen Asset Management
220
Nuveen Asset Management
Illinois
$2.27K +$247 +8,756 +12%
VNA
221
Valley National Advisers
Pennsylvania
$2K – – –
UFA
222
US Financial Advisors
Massachusetts
$2K – – –
Northwestern Mutual Wealth Management
223
Northwestern Mutual Wealth Management
Wisconsin
$2K – – –
WAM
224
Wealthspire Advisors (Maryland)
Maryland
$2K +$2K +81 New
FNBOO
225
First National Bank of Omaha
Nebraska
$1.04K -$50 -1,755 -5%
7 8
9
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