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Stifel
SF

Overview Fund Activity

266 hedge funds and large institutions have $2.37B invested in Stifel in 2020 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 111 increasing their positions, 86 reducing their positions, and 50 closing their positions.

Holders
266
Holders Change
-19
Holders Change %
-6.67%
% of All Funds
5.88%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.07%
New
34
Increased
111
Reduced
86
Closed
50
Calls
$12.1M
Puts
$1.79M
Net Calls
+$10.3M
Net Calls Change
-$845K

Top Buyers

1
Victory Capital Management
1
Victory Capital Management
Texas
$73.5M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$18.8M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$266M
4
AQR Capital Management
4
AQR Capital Management
Connecticut
$24.5M
5
CCM
5
Channing Capital Management
Illinois
$34.2M

Top Sellers

1
AllianceBernstein
1
AllianceBernstein
Tennessee
$49.7M
2
CRM
2
Cramer Rosenthal McGlynn
Connecticut
$0
3
APG Asset Management
3
APG Asset Management
Netherlands
$11.8M
4
BlackRock
4
BlackRock
New York
$335M
5
Invesco
5
Invesco
Georgia
$49.3M
Name Market Value Shares Shares
Change 		Shares
Change %
HW
201
Hancock Whitney
Mississippi
$234K 5,673 +5,673 New
BAAM
202
Baker Avenue Asset Management
California
$232K 5,644 -3,748 -40%
Zurich Cantonal Bank
203
Zurich Cantonal Bank
Switzerland
$231K 5,586 +615 +12%
Nisa Investment Advisors
204
Nisa Investment Advisors
Missouri
$226K 5,475 +1,115 +26%
Royal Bank of Canada
205
Royal Bank of Canada
Ontario, Canada
$219K 5,320 -8,729 -62%
MFG
206
Magnus Financial Group
New York
$208K 5,044 +1,547 +44%
LG
207
Leuthold Group
Minnesota
$204K 4,948 -463 -9%
LIA
208
LS Investment Advisors
Michigan
$138K 3,335 – –
PCG
209
Private Capital Group
Connecticut
$125K 3,029 +40 +1%
FMT
210
First Mercantile Trust
Tennessee
$96K 2,325 -113 -5%
PCM
211
Prelude Capital Management
New York
$95K 2,310 +1,829 +380%
TRCT
212
Tower Research Capital (TRC)
New York
$93K 2,268 -528 -19%
MAM
213
Meeder Asset Management
Ohio
$93K 2,258 +1,595 +241%
NICM
214
Neo Ivy Capital Management
New York
$81K 1,974 +1,974 New
IRC
215
Investors Research Corp
Georgia
$62K 1,514 – –
CTB
216
Country Trust Bank
Illinois
$62K 1,500 – –
FHA
217
First Horizon Advisors
Tennessee
$53K 1,297 +27 +2%
SNT
218
Security National Trust
West Virginia
$41K 1,000 – –
SCA
219
Stonebridge Capital Advisors
Minnesota
$40K 980 -50 -5%
AssetMark Inc
220
AssetMark Inc
California
$39K 934 +158 +20%
CTC
221
Central Trust Company
Missouri
$34K 825 – –
HIA
222
Harbor Investment Advisory
Maryland
$34K 831 +831 New
LFG
223
Larson Financial Group
Missouri
$28K 681 +3 +0.4%
SIAS
224
Shine Investment Advisory Services
Colorado
$27K 661 – –
FBT
225
First Bank & Trust
South Dakota
$25K 597 +10 +2%
7 8
9
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