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Stifel

226 hedge funds and large institutions have $2.35B invested in Stifel in 2015 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 84 increasing their positions, 79 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more call options, than puts

Call options by funds: $6.71M | Put options by funds: $5.18M

6% more repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 79

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

3% less funds holding

Funds holding: 232226 (-6)

7% less capital invested

Capital invested by funds: $2.51B → $2.35B (-$164M)

10% less first-time investments, than exits

New positions opened: 27 | Existing positions closed: 30

13.87% less ownership

Funds ownership: 194.07%180.2% (-14%)

Holders
226
Holders Change
-6
Holders Change %
-2.59%
% of All Funds
5.93%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
27
Increased
84
Reduced
79
Closed
30
Calls
$6.71M
Puts
$5.18M
Net Calls
+$1.53M
Net Calls Change
-$683K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$192M +$4.81M +247,594 +2%
BFA
2
BlackRock Fund Advisors
California
$149M +$4.99M +256,513 +3%
Invesco
3
Invesco
Georgia
$113M -$38M -1,955,682 -25%
State Street
4
State Street
Massachusetts
$93.4M +$2.38M +122,647 +3%
EARNEST Partners
5
EARNEST Partners
Georgia
$90.3M -$9.79M -503,714 -10%
EAM
6
Eagle Asset Management
Florida
$86.9M -$2.4M -123,501 -3%
BIT
7
BlackRock Institutional Trust
California
$84.9M +$2.68M +137,741 +3%
AllianceBernstein
8
AllianceBernstein
Tennessee
$79.9M -$1.44M -73,933 -2%
CRM
9
Cramer Rosenthal McGlynn
Connecticut
$70.5M +$6.09M +313,103 +9%
Macquarie Group
10
Macquarie Group
Australia
$64.5M +$4.83M +248,686 +8%
Northern Trust
11
Northern Trust
Illinois
$62.9M -$601K -30,919 -0.9%
Fisher Asset Management
12
Fisher Asset Management
Washington
$57.3M +$330K +16,985 +0.6%
Goldman Sachs
13
Goldman Sachs
New York
$57.3M -$1.84M -94,911 -3%
Dimensional Fund Advisors
14
Dimensional Fund Advisors
Texas
$56M +$13.4M +691,238 +30%
Millennium Management
15
Millennium Management
New York
$55.6M +$6.39M +328,912 +13%
Wells Fargo
16
Wells Fargo
California
$55.6M +$22.3M +1,147,990 +64%
Citadel Advisors
17
Citadel Advisors
Florida
$41.2M +$34.6M +1,779,671 +436%
GKIM
18
GW&K Investment Management
Massachusetts
$37.1M -$1.03M -53,143 -3%
Fidelity Investments
19
Fidelity Investments
Massachusetts
$36.4M -$17.9M -920,250 -32%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$35.7M -$1.29M -66,182 -3%
RA
21
Royce & Associates
New York
$34.8M -$23.4M -1,202,663 -39%
CCM
22
Channing Capital Management
Illinois
$34.5M +$2.89M +148,770 +9%
ORI
23
Oak Ridge Investments
Illinois
$32.3M -$222K -11,439 -0.7%
State of New Jersey Common Pension Fund D
24
State of New Jersey Common Pension Fund D
New Jersey
$27.1M +$4.37M +225,000 +19%
SAM
25
Silvercrest Asset Management
New York
$27M +$760K +39,072 +3%