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Stifel
SF

Overview Fund Activity

283 hedge funds and large institutions have $3.23B invested in Stifel in 2018 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 100 increasing their positions, 99 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
283
Holders Change
-5
Holders Change %
-1.74%
% of All Funds
6.49%
Holding in Top 10
–
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-100%
% of All Funds
–
New
27
Increased
100
Reduced
99
Closed
32
Calls
$13.4M
Puts
$3.02M
Net Calls
+$10.4M
Net Calls Change
+$5.13M

Top Buyers

1
BlackRock
BlackRock
New York
+$22.3M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$16.3M
3
AllianceBernstein
AllianceBernstein
Tennessee
+$11.3M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$8.04M
5
MCM
Maltese Capital Management
New York
+$7.32M

Top Sellers

1
Prudential Financial
Prudential Financial
New Jersey
-$18.7M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$16.7M
3
Acadian Asset Management
Acadian Asset Management
Massachusetts
-$14.1M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$14M
5
EVM
Eaton Vance Management
Massachusetts
-$12.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
TAM
201
Tyers Asset Management
Texas
$341K – – –
RCM
202
Radnor Capital Management
Pennsylvania
$340K -$167K -4,800 -33%
LPL Financial
203
LPL Financial
California
$335K +$6.28K +180 +2%
HCM
204
Highbridge Capital Management
New York
$326K -$62K -1,779 -16%
TRCT
205
Tower Research Capital (TRC)
New York
$306K +$38.9K +1,116 +15%
SIA
206
Sit Investment Associates
Minnesota
$303K +$303K +8,700 New
DBT
207
Dubuque Bank & Trust
Iowa
$299K -$29.1K -837 -9%
FRM
208
Fox Run Management
Connecticut
$294K +$294K +8,427 New
Neuberger Berman Group
209
Neuberger Berman Group
New York
$291K – – –
CIM
210
CIM Investment Management
Pennsylvania
$284K – – –
RCM
211
Riverhead Capital Management
Delaware
$281K – – –
CA
212
Cynosure Advisors
Utah
$265K -$284K -8,153 -52%
SCM
213
Shelton Capital Management
Colorado
$251K – – –
GCM
214
Gator Capital Management
Florida
$251K +$251K +7,200 New
GHCM
215
Glen Harbor Capital Management
California
$248K – – –
MFW
216
Mosaic Family Wealth
Missouri
$243K – – –
BCM
217
Brown Capital Management
Maryland
$228K -$36.9K -1,057 -14%
Zurich Cantonal Bank
218
Zurich Cantonal Bank
Switzerland
$228K +$29.8K +855 +15%
PHK
219
Point72 Hong Kong
Hong Kong
$225K +$225K +6,459 New
JPMPWA
220
J.P. Morgan Private Wealth Advisors
California
$220K +$220K +6,320 New
ZCA
221
Zeke Capital Advisors
Pennsylvania
$216K -$20.1K -577 -8%
LIA
222
LS Investment Advisors
Michigan
$214K -$1.95K -56 -0.9%
HighTower Advisors
223
HighTower Advisors
Illinois
$213K -$8.85K -254 -4%
COI
224
Connable Office Inc
Michigan
$211K – – –
VF
225
Virtu Financial
New York
$206K +$206K +5,916 New
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