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Stifel

270 hedge funds and large institutions have $3.2B invested in Stifel in 2018 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 94 increasing their positions, 108 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more call options, than puts

Call options by funds: $7.96M | Put options by funds: $5.45M

2.35% more ownership

Funds ownership: 194.76%197.11% (+2.4%)

1% less capital invested

Capital invested by funds: $3.23B → $3.2B (-$36.4M)

5% less funds holding

Funds holding: 283270 (-13)

13% less repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 108

34% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 35

Holders
270
Holders Change
-13
Holders Change %
-4.59%
% of All Funds
6.17%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
23
Increased
94
Reduced
108
Closed
35
Calls
$7.96M
Puts
$5.45M
Net Calls
+$2.51M
Net Calls Change
-$7.84M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$413M +$1.65M +68,409 +0.4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$315M +$3.9M +162,015 +1%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$139M +$7.22M +299,788 +5%
Macquarie Group
4
Macquarie Group
Australia
$137M +$12.5M +521,352 +10%
State Street
5
State Street
Massachusetts
$121M +$2.84M +117,869 +2%
AllianceBernstein
6
AllianceBernstein
Tennessee
$115M +$4.46M +185,231 +4%
Goldman Sachs
7
Goldman Sachs
New York
$109M -$1.01M -41,837 -0.9%
Fisher Asset Management
8
Fisher Asset Management
Washington
$100M +$514K +21,337 +0.5%
Northern Trust
9
Northern Trust
Illinois
$82.8M -$919K -38,198 -1%
EARNEST Partners
10
EARNEST Partners
Georgia
$81.5M -$908K -37,730 -1%
Stifel Financial
11
Stifel Financial
Missouri
$77.5M +$984K +40,881 +1%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$62.4M -$67.9K -2,821 -0.1%
Victory Capital Management
13
Victory Capital Management
Texas
$57.9M +$462K +19,204 +0.8%
CCM
14
Channing Capital Management
Illinois
$55.6M +$540K +22,442 +0.9%
Millennium Management
15
Millennium Management
New York
$52.2M +$48.2M +2,000,464 +689%
Boston Partners
16
Boston Partners
Massachusetts
$49.2M -$1.18M -48,890 -2%
Wells Fargo
17
Wells Fargo
California
$45.2M +$475K +19,731 +1%
Invesco
18
Invesco
Georgia
$41.2M -$14.7M -610,495 -25%
Geode Capital Management
19
Geode Capital Management
Massachusetts
$35.9M +$1.78M +74,120 +5%
EAM
20
Eagle Asset Management
Florida
$35.3M -$2.34M -97,252 -6%
Citadel Advisors
21
Citadel Advisors
Florida
$35.2M +$8.29M +344,272 +29%
Norges Bank
22
Norges Bank
Norway
$35.1M +$6.47M +268,911 +21%
VOYA Investment Management
23
VOYA Investment Management
Georgia
$33.8M +$8.44M +350,703 +31%
Balyasny Asset Management
24
Balyasny Asset Management
Illinois
$33.2M -$2.9M -120,323 -8%
PCM
25
Peregrine Capital Management
Minnesota
$32.4M +$661K +27,443 +2%