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Stifel
SF

Overview Fund Activity

243 hedge funds and large institutions have $2.75B invested in Stifel in 2017 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 100 increasing their positions, 84 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
243
Holders Change
-14
Holders Change %
-5.45%
% of All Funds
6.07%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
19
Increased
100
Reduced
84
Closed
31
Calls
$9.47M
Puts
$22M
Net Calls
-$12.5M
Net Calls Change
-$18.6M

Top Buyers

1
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$129M
2
Macquarie Group
2
Macquarie Group
Australia
$100M
3
Balyasny Asset Management
3
Balyasny Asset Management
Illinois
$16.1M
4
CRM
4
Cramer Rosenthal McGlynn
Connecticut
$52.8M
5
HCM
5
Hodges Capital Management
Texas
$14.1M

Top Sellers

1
EAM
1
Eagle Asset Management
Florida
$92M
2
CCI
2
Columbus Circle Investors
$5.48M
3
CCM
3
Channing Capital Management
Illinois
$39M
4
TA
4
Teachers Advisors
New York
$14M
5
CM
5
Castleark Management
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Ohio Public Employees Retirement System (OPERS)
201
Ohio Public Employees Retirement System (OPERS)
Ohio
$109K +$5.19K +170 +5%
PAM
202
Paradigm Asset Management
New York
$101K -$101K -3,300 -50%
H
203
Hexavest
Quebec, Canada
$81K – – –
Citigroup
204
Citigroup
New York
$77K -$65K -2,111 -46%
GH
205
GAM Holding
Switzerland
$74K – – –
CTB
206
Country Trust Bank
Illinois
$69K – – –
FHA
207
First Horizon Advisors
Tennessee
$66K – – –
LTFS
208
Ladenburg Thalmann Financial Services
Florida
$57K +$1.73K +57 +3%
TRCT
209
Tower Research Capital (TRC)
New York
$47K +$47K +1,539 New
PFBT
210
Parkside Financial Bank & Trust
Missouri
$46K -$11.7K -384 -20%
SNT
211
Security National Trust
West Virginia
$46K – – –
PSUF
212
People's United Financial
Connecticut
$46K – – –
IDBONY
213
Israel Discount Bank of New York
New York
$45K -$711 -23 -2%
AssetMark Inc
214
AssetMark Inc
California
$39K -$1.51K -49 -4%
CTC
215
Central Trust Company
Missouri
$38K -$50.8K -1,656 -57%
TDC
216
Thompson Davis & Co
Virginia
$34K – – –
Northwestern Mutual Wealth Management
217
Northwestern Mutual Wealth Management
Wisconsin
$29K – – –
GWM
218
Geneos Wealth Management
Colorado
$24K -$736 -25 -3%
CHP
219
Cable Hill Partners
Oregon
$24K -$95 -3 -0.4%
BTIS
220
BB&T Investment Services
North Carolina
$24K +$6.77K +218 +39%
BC
221
Bartlett & Co
Ohio
$23K +$9.2K +300 +67%
SIAS
222
Shine Investment Advisory Services
Colorado
$20K +$20K +659 New
YWP
223
YorkBridge Wealth Partners
New York
$19K – – –
AIL
224
AGF Investments LLC
Ontario, Canada
$16K -$316 -10 -2%
IA
225
IFP Advisors
Florida
$16K +$1.23K +40 +8%
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9
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