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Stifel
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Overview Fund Activity

304 hedge funds and large institutions have $5.77B invested in Stifel in 2021 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 94 increasing their positions, 134 reducing their positions, and 30 closing their positions.

Holders
304
Holders Change
+9
Holders Change %
+3.05%
% of All Funds
5.35%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.12%
New
41
Increased
94
Reduced
134
Closed
30
Calls
$41.5M
Puts
$3.26M
Net Calls
+$38.3M
Net Calls Change
+$2.4M

Top Buyers

1
BlackRock
1
BlackRock
New York
$818M
2
Fuller & Thaler Asset Management
2
Fuller & Thaler Asset Management
California
$25.3M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$607M
4
Millennium Management
4
Millennium Management
New York
$24.1M
5
AllianceBernstein
5
AllianceBernstein
Tennessee
$301M

Top Sellers

1
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$228M
2
EARNEST Partners
2
EARNEST Partners
Georgia
$192M
3
Northern Trust
3
Northern Trust
Illinois
$132M
4
Principal Financial Group
4
Principal Financial Group
Iowa
$51M
5
Hotchkis & Wiley Capital Management
5
Hotchkis & Wiley Capital Management
California
$33M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$818M 12,769,075 +891,299 +8%
Vanguard Group
2
Vanguard Group
Pennsylvania
$607M 9,479,478 +377,835 +4%
Capital Research Global Investors
3
Capital Research Global Investors
California
$383M 5,974,664 +458 +0%
Macquarie Group
4
Macquarie Group
Australia
$330M 5,146,988 -205,547 -4%
AllianceBernstein
5
AllianceBernstein
Tennessee
$301M 4,698,264 +235,527 +5%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$228M 3,558,984 -561,753 -14%
State Street
7
State Street
Massachusetts
$198M 3,094,445 -32,425 -1%
EARNEST Partners
8
EARNEST Partners
Georgia
$192M 2,996,921 -538,008 -15%
Stifel Financial
9
Stifel Financial
Missouri
$144M 2,242,548 -90,592 -4%
Northern Trust
10
Northern Trust
Illinois
$132M 2,067,732 -344,794 -14%
Goldman Sachs
11
Goldman Sachs
New York
$129M 2,011,484 -70,332 -3%
Fisher Asset Management
12
Fisher Asset Management
Washington
$122M 1,904,737 -74,333 -4%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$112M 1,753,201 -48,100 -3%
Invesco
14
Invesco
Georgia
$100M 1,561,112 -76,410 -5%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$85.1M 1,327,789 +8,522 +0.6%
SAM
16
Silvercrest Asset Management
New York
$82.2M 1,282,638 +96,277 +8%
GKIM
17
GW&K Investment Management
Massachusetts
$73.4M 1,145,191 -13,435 -1%
CCM
18
Channing Capital Management
Illinois
$71.9M 1,122,224 +54,265 +5%
Norges Bank
19
Norges Bank
Norway
$71.2M 1,111,118 -9,667 -0.9%
Victory Capital Management
20
Victory Capital Management
Texas
$61.7M 963,410 +99,485 +12%
Nuveen Asset Management
21
Nuveen Asset Management
Illinois
$59.9M 934,461 -29,630 -3%
Charles Schwab
22
Charles Schwab
California
$59.4M 927,724 -29,547 -3%
Bank of America
23
Bank of America
North Carolina
$59.4M 927,430 +226,410 +32%
JPMorgan Chase & Co
24
JPMorgan Chase & Co
New York
$57.8M 902,639 -161,776 -15%
Wells Fargo
25
Wells Fargo
California
$55.7M 870,129 -58,378 -6%
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