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Stifel
SF

Overview Fund Activity

266 hedge funds and large institutions have $2.37B invested in Stifel in 2020 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 111 increasing their positions, 86 reducing their positions, and 50 closing their positions.

Holders
266
Holders Change
-19
Holders Change %
-6.67%
% of All Funds
5.88%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.07%
New
34
Increased
111
Reduced
86
Closed
50
Calls
$12.1M
Puts
$1.79M
Net Calls
+$10.3M
Net Calls Change
-$845K

Top Buyers

1
Victory Capital Management
1
Victory Capital Management
Texas
$73.5M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$18.8M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$266M
4
AQR Capital Management
4
AQR Capital Management
Connecticut
$24.5M
5
CCM
5
Channing Capital Management
Illinois
$34.2M

Top Sellers

1
AllianceBernstein
1
AllianceBernstein
Tennessee
$49.7M
2
CRM
2
Cramer Rosenthal McGlynn
Connecticut
$0
3
APG Asset Management
3
APG Asset Management
Netherlands
$11.8M
4
BlackRock
4
BlackRock
New York
$335M
5
Invesco
5
Invesco
Georgia
$49.3M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$335M 8,107,193 -507,230 -6%
Vanguard Group
2
Vanguard Group
Pennsylvania
$266M 6,437,734 +313,175 +5%
Macquarie Group
3
Macquarie Group
Australia
$149M 3,617,159 +156,384 +5%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$119M 2,871,057 -74,927 -3%
State Street
5
State Street
Massachusetts
$89.9M 2,177,740 +53,512 +3%
EARNEST Partners
6
EARNEST Partners
Georgia
$84.9M 2,057,598 +145,161 +8%
Victory Capital Management
7
Victory Capital Management
Texas
$73.5M 1,780,352 +899,402 +102%
Northern Trust
8
Northern Trust
Illinois
$67.7M 1,640,998 +3,094 +0.2%
Stifel Financial
9
Stifel Financial
Missouri
$63.9M 1,546,875 +57,074 +4%
Goldman Sachs
10
Goldman Sachs
New York
$57.3M 1,388,485 -113,018 -8%
Prudential Financial
11
Prudential Financial
New Jersey
$52.1M 1,262,448 +146,687 +13%
AllianceBernstein
12
AllianceBernstein
Tennessee
$49.7M 1,203,475 -870,394 -42%
Fisher Asset Management
13
Fisher Asset Management
Washington
$49.6M 1,201,800 -142,310 -11%
Invesco
14
Invesco
Georgia
$49.3M 1,193,538 -279,749 -19%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$41.5M 1,004,803 +77,195 +8%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$37M 895,958 -3,943 -0.4%
CCM
17
Channing Capital Management
Illinois
$34.2M 827,599 +181,801 +28%
Norges Bank
18
Norges Bank
Norway
$29.1M 706,004 – –
Hotchkis & Wiley Capital Management
19
Hotchkis & Wiley Capital Management
California
$28.6M 692,680 +77,030 +13%
Nuveen Asset Management
20
Nuveen Asset Management
Illinois
$27.9M 675,031 +47,617 +8%
JPMorgan Chase & Co
21
JPMorgan Chase & Co
New York
$25.8M 626,058 +84,386 +16%
Charles Schwab
22
Charles Schwab
California
$25.4M 614,755 +83,140 +16%
Principal Financial Group
23
Principal Financial Group
Iowa
$25.4M 614,612 -124,995 -17%
AQR Capital Management
24
AQR Capital Management
Connecticut
$24.5M 592,394 +230,828 +64%
GKIM
25
GW&K Investment Management
Massachusetts
$24M 581,049 -28,540 -5%
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