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Stifel
SF

Overview Fund Activity

207 hedge funds and large institutions have $2.76B invested in Stifel in 2014 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 80 increasing their positions, 72 reducing their positions, and 25 closing their positions.

Holders
207
Holders Change
-5
Holders Change %
-2.36%
% of All Funds
5.95%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
21
Increased
80
Reduced
72
Closed
25
Calls
$3.85M
Puts
$7.31M
Net Calls
-$3.45M
Net Calls Change
-$5.99M

Top Buyers

1
Millennium Management
1
Millennium Management
New York
$33.6M
2
State of New Jersey Common Pension Fund D
2
State of New Jersey Common Pension Fund D
New Jersey
$30.3M
3
Norges Bank
3
Norges Bank
Norway
$49.2M
4
ICM
4
IronBridge Capital Management
Illinois
$20.9M
5
TAM
5
Trillium Asset Management
Massachusetts
$16.2M

Top Sellers

1
Lord, Abbett & Co
1
Lord, Abbett & Co
New Jersey
$76.4M
2
RA
2
Royce & Associates
New York
$109M
3
CCM
3
Century Capital Management
Massachusetts
$0
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$21.3M
5
BFA
5
BlackRock Fund Advisors
California
$163M
Name Market Value Shares Shares
Change 		Shares
Change %
Invesco
1
Invesco
Georgia
$194M 4,100,286 +40,416 +1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$193M 4,086,384 +18,281 +0.4%
BFA
3
BlackRock Fund Advisors
California
$163M 3,432,849 -248,786 -7%
EARNEST Partners
4
EARNEST Partners
Georgia
$128M 2,696,368 -53,534 -2%
EAM
5
Eagle Asset Management
Florida
$117M 2,479,018 +60,999 +3%
RA
6
Royce & Associates
New York
$109M 2,296,950 -461,400 -17%
AllianceBernstein
7
AllianceBernstein
Tennessee
$102M 2,164,338 +13,498 +0.6%
Stifel Financial
8
Stifel Financial
Missouri
$96.9M 2,045,677 +262,929 +15%
KCM
9
Kornitzer Capital Management
Kansas
$85.5M 1,806,000 -13,675 -0.8%
BIT
10
BlackRock Institutional Trust
California
$78.5M 1,658,203 -13,893 -0.8%
Lord, Abbett & Co
11
Lord, Abbett & Co
New Jersey
$76.4M 1,613,536 -885,975 -35%
State Street
12
State Street
Massachusetts
$72M 1,519,988 -824 -0.1%
Northern Trust
13
Northern Trust
Illinois
$59.8M 1,262,475 -73,927 -6%
Goldman Sachs
14
Goldman Sachs
New York
$57.2M 1,208,582 +168,780 +16%
Fisher Asset Management
15
Fisher Asset Management
Washington
$50.6M 1,068,263 +5,402 +0.5%
Norges Bank
16
Norges Bank
Norway
$49.2M 1,039,678 +519,839 +100%
Dimensional Fund Advisors
17
Dimensional Fund Advisors
Texas
$47.5M 1,003,488 -13,949 -1%
GKIM
18
GW&K Investment Management
Massachusetts
$42.9M 906,423 +56,668 +7%
TCP
19
TAMRO Capital Partners
Virginia
$36M 760,643 -135,581 -15%
ORI
20
Oak Ridge Investments
Illinois
$36M 760,280 – –
Wells Fargo
21
Wells Fargo
California
$34.6M 730,665 +15,973 +2%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$33.9M 716,189 +4,131 +0.6%
Millennium Management
23
Millennium Management
New York
$33.6M 710,505 +710,505 New
State of New Jersey Common Pension Fund D
24
State of New Jersey Common Pension Fund D
New Jersey
$30.3M 640,000 +640,000 New
LCP
25
Lombardia Capital Partners
California
$29.2M 616,864 -4,595 -0.7%
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