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Stifel
SF

Overview Fund Activity

212 hedge funds and large institutions have $2.87B invested in Stifel in 2014 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 68 increasing their positions, 89 reducing their positions, and 13 closing their positions.

Holders
212
Holders Change
+13
Holders Change %
+6.53%
% of All Funds
6.13%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
28
Increased
68
Reduced
89
Closed
13
Calls
$6.06M
Puts
$3.53M
Net Calls
+$2.54M
Net Calls Change
-$3.59M

Top Buyers

1
Stifel Financial
1
Stifel Financial
Missouri
$88.7M
2
FMA
2
Fiduciary Management Associates
Illinois
$15.1M
3
Axa
3
Axa
France
$12.6M
4
APG Asset Management
4
APG Asset Management
Netherlands
$11.9M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$202M

Top Sellers

1
RA
1
Royce & Associates
New York
$137M
2
CCM
2
Century Capital Management
Massachusetts
$17.9M
3
WI
3
WHV Investments
California
$5.86M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$36.6M
5
BA
5
BlackRock Advisors
Delaware
$8.99M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$202M 4,068,103 +211,056 +5%
Invesco
2
Invesco
Georgia
$202M 4,059,870 +173,959 +4%
BFA
3
BlackRock Fund Advisors
California
$183M 3,681,635 +83,912 +2%
RA
4
Royce & Associates
New York
$137M 2,758,350 -521,314 -16%
EARNEST Partners
5
EARNEST Partners
Georgia
$137M 2,749,902 -105,102 -4%
Lord, Abbett & Co
6
Lord, Abbett & Co
New Jersey
$124M 2,499,511 +81,980 +3%
EAM
7
Eagle Asset Management
Florida
$120M 2,418,019 +203,359 +9%
AllianceBernstein
8
AllianceBernstein
Tennessee
$107M 2,150,840 -116,541 -5%
KCM
9
Kornitzer Capital Management
Kansas
$90.5M 1,819,675 -4,244 -0.2%
Stifel Financial
10
Stifel Financial
Missouri
$88.7M 1,782,748 +1,782,748 New
BIT
11
BlackRock Institutional Trust
California
$83.2M 1,672,096 -1,148 -0.1%
State Street
12
State Street
Massachusetts
$75.7M 1,520,812 +70,765 +5%
Northern Trust
13
Northern Trust
Illinois
$66.5M 1,336,402 -37,642 -3%
Fisher Asset Management
14
Fisher Asset Management
Washington
$52.9M 1,062,861 -10,700 -1%
Goldman Sachs
15
Goldman Sachs
New York
$51.7M 1,039,802 -153,527 -13%
Dimensional Fund Advisors
16
Dimensional Fund Advisors
Texas
$50.6M 1,017,437 -21,666 -2%
TCP
17
TAMRO Capital Partners
Virginia
$44.6M 896,224 -213,093 -19%
GKIM
18
GW&K Investment Management
Massachusetts
$42.3M 849,755 +2,078 +0.2%
ORI
19
Oak Ridge Investments
Illinois
$37.8M 760,280 +20,000 +3%
Fidelity Investments
20
Fidelity Investments
Massachusetts
$36.6M 735,410 -285,000 -28%
Wells Fargo
21
Wells Fargo
California
$35.6M 714,692 -54,581 -7%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$35.4M 712,058 +57,143 +9%
LCP
23
Lombardia Capital Partners
California
$30.9M 621,459 -5,216 -0.8%
FC
24
Fairpointe Capital
Illinois
$30.9M 620,400 – –
Westfield Capital Management
25
Westfield Capital Management
Massachusetts
$30.5M 613,850 -10,380 -2%
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