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Stifel
SF

Overview Fund Activity

304 hedge funds and large institutions have $5.77B invested in Stifel in 2021 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 94 increasing their positions, 134 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
304
Holders Change
+9
Holders Change %
+3.05%
% of All Funds
5.35%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.12%
New
41
Increased
94
Reduced
134
Closed
30
Calls
$41.5M
Puts
$3.26M
Net Calls
+$38.3M
Net Calls Change
+$2.4M

Top Buyers

1
BlackRock
1
BlackRock
New York
$818M
2
Fuller & Thaler Asset Management
2
Fuller & Thaler Asset Management
California
$25.3M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$607M
4
Millennium Management
4
Millennium Management
New York
$24.1M
5
AllianceBernstein
5
AllianceBernstein
Tennessee
$301M

Top Sellers

1
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$228M
2
EARNEST Partners
2
EARNEST Partners
Georgia
$192M
3
Northern Trust
3
Northern Trust
Illinois
$132M
4
Principal Financial Group
4
Principal Financial Group
Iowa
$51M
5
Hotchkis & Wiley Capital Management
5
Hotchkis & Wiley Capital Management
California
$33M
Name Holding Trade Value Shares
Change 		Shares
Change %
LPL Financial
201
LPL Financial
California
$459K +$90.4K +1,410 +25%
FMBTD
202
First Midwest Bank Trust Division
Illinois
$453K -$41.8K -653 -8%
Janney Montgomery Scott
203
Janney Montgomery Scott
Pennsylvania
$445K -$20.4K -318 -4%
COI
204
Connable Office Inc
Michigan
$445K – – –
FFIC
205
First Fiduciary Investment Counsel
Ohio
$444K – – –
FMT
206
First Mercantile Trust
Tennessee
$438K +$4.17K +65 +1%
Mitsubishi UFJ Trust & Banking
207
Mitsubishi UFJ Trust & Banking
Japan
$437K -$130K -2,580 -23%
CC
208
Centiva Capital
New York
$434K +$37.2K +580 +9%
PAS
209
Park Avenue Securities
New York
$421K +$50.3K +786 +14%
CAN
210
Cetera Advisor Networks
California
$418K – – –
RCM
211
Radnor Capital Management
Pennsylvania
$418K +$8.19K +128 +2%
PFO
212
Pathstone Family Office
New Jersey
$410K +$410K +6,398 New
PAM
213
Premier Asset Management
Illinois
$394K +$87.5K +1,363 +29%
NSEDCP
214
NJ State Employees Deferred Compensation Plan
New Jersey
$384K – – –
CCM
215
Coldstream Capital Management
Washington
$383K +$3.65K +57 +1%
IIC
216
Integrated Investment Consultants
Michigan
$377K +$23.1K +361 +7%
SCM
217
Shelton Capital Management
Colorado
$368K -$64 -1 -0%
FAM
218
Formidable Asset Management
Ohio
$355K -$98.6K -1,500 -22%
OLA
219
Oliver Luxxe Assets
New Jersey
$328K +$328K +5,120 New
CP
220
Covenant Partners
Tennessee
$322K -$57.7K -902 -15%
Truist Financial
221
Truist Financial
North Carolina
$316K -$5.9K -92 -2%
DT
222
Diversified Trust
Tennessee
$309K -$136K -2,129 -31%
PAMP
223
Polar Asset Management Partners
Ontario, Canada
$301K +$301K +4,705 New
VRS
224
Virginia Retirement Systems
Virginia
$295K -$628K -9,800 -68%
BWA
225
Beam Wealth Advisors
Louisiana
$284K -$6.28K -98 -2%
7 8
9
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