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Stifel
SF

Overview Fund Activity

199 hedge funds and large institutions have $2.72B invested in Stifel in 2013 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 60 increasing their positions, 85 reducing their positions, and 13 closing their positions.

Holders
199
Holders Change
+15
Holders Change %
+8.15%
% of All Funds
5.78%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
29
Increased
60
Reduced
85
Closed
13
Calls
$9.51M
Puts
$3.39M
Net Calls
+$6.12M
Net Calls Change
+$6.39M

Top Buyers

1
EARNEST Partners
1
EARNEST Partners
Georgia
$137M
2
EAM
2
Eagle Asset Management
Florida
$106M
3
Invesco
3
Invesco
Georgia
$186M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$10.8M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$48.9M

Top Sellers

1
RA
1
Royce & Associates
New York
$157M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$4.88M
3
CRM
3
Cramer Rosenthal McGlynn
Connecticut
$0
4
Wells Fargo
4
Wells Fargo
California
$36.9M
5
VOYA Investment Management
5
VOYA Investment Management
Georgia
$19.8M
Name Market Value Shares Shares
Change 		Shares
Change %
Invesco
1
Invesco
Georgia
$186M 3,885,911 +654,868 +20%
Vanguard Group
2
Vanguard Group
Pennsylvania
$185M 3,857,047 +139,724 +4%
BFA
3
BlackRock Fund Advisors
California
$172M 3,597,723 +142,587 +4%
RA
4
Royce & Associates
New York
$157M 3,279,664 -638,949 -16%
EARNEST Partners
5
EARNEST Partners
Georgia
$137M 2,855,004 +2,855,004 New
Lord, Abbett & Co
6
Lord, Abbett & Co
New Jersey
$116M 2,417,531 -117,764 -5%
AllianceBernstein
7
AllianceBernstein
Tennessee
$109M 2,267,381 -96,693 -4%
EAM
8
Eagle Asset Management
Florida
$106M 2,214,660 +906,421 +69%
KCM
9
Kornitzer Capital Management
Kansas
$87.4M 1,823,919 +550 +0%
BIT
10
BlackRock Institutional Trust
California
$80.2M 1,673,244 -40,516 -2%
State Street
11
State Street
Massachusetts
$69.5M 1,450,047 +41,028 +3%
Northern Trust
12
Northern Trust
Illinois
$65.8M 1,374,044 +121,363 +10%
Goldman Sachs
13
Goldman Sachs
New York
$57.2M 1,193,329 -189,031 -14%
TCP
14
TAMRO Capital Partners
Virginia
$53.2M 1,109,317 -40,951 -4%
Fisher Asset Management
15
Fisher Asset Management
Washington
$51.4M 1,073,561 +36,450 +4%
Dimensional Fund Advisors
16
Dimensional Fund Advisors
Texas
$49.8M 1,039,103 +69,434 +7%
Fidelity Investments
17
Fidelity Investments
Massachusetts
$48.9M 1,020,410 +197,620 +24%
GKIM
18
GW&K Investment Management
Massachusetts
$40.6M 847,677 +26,789 +3%
CCM
19
Century Capital Management
Massachusetts
$39.1M 815,658 -8,054 -1%
Wells Fargo
20
Wells Fargo
California
$36.9M 769,273 -239,519 -24%
ORI
21
Oak Ridge Investments
Illinois
$35.5M 740,280 – –
Bank of New York Mellon
22
Bank of New York Mellon
New York
$31.4M 654,915 +9,528 +1%
LCP
23
Lombardia Capital Partners
California
$30M 626,675 -14,008 -2%
Westfield Capital Management
24
Westfield Capital Management
Massachusetts
$29.9M 624,230 -35,380 -5%
FC
25
Fairpointe Capital
Illinois
$29.7M 620,400 – –
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