369 hedge funds and large institutions have $5.15B invested in Stifel in 2023 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 119 increasing their positions, 146 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
369
Holders Change
+3
Holders Change %
+0.82%
% of All Funds
5.82%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
40
Increased
119
Reduced
146
Closed
37
Calls
$8.62M
Puts
$1.25M
Net Calls
+$7.38M
Net Calls Change
-$294K
Name Holding Trade Value Shares
Change
Shares
Change %
RTC
326
Riverview Trust Company
Washington
$13.4K
SSB
327
Sandy Spring Bank
Maryland
$11.8K
CPG
328
Cornerstone Planning Group
New Jersey
$11.2K +$11.2K +187 New
LF
329
Lee Financial
Texas
$11K +$3.28K +55 +42%
MA
330
Montag & Associates
Georgia
$10.4K
Bessemer Group
331
Bessemer Group
New Jersey
$10K +$5.09K +83 +104%
AF
332
Allworth Financial
California
$8.3K -$7.16K -120 -46%
CFD
333
Creative Financial Designs
Indiana
$7.46K +$2.98K +50 +67%
QC
334
Quent Capital
New York
$7.4K
PTC
335
Private Trust Company
Ohio
$6.21K -$298 -5 -5%
JWA
336
JFS Wealth Advisors
Pennsylvania
$5.19K
AF
337
Advisornet Financial
Minnesota
$5.07K -$1.13K -19 -18%
NA
338
NewEdge Advisors
Louisiana
$5.07K +$2.09K +35 +70%
MPWT
339
MassMutual Private Wealth & Trust
Connecticut
$4.65K +$3.04K +51 +189%
EWA
340
EverSource Wealth Advisors
Alabama
$4.54K -$11.8K -197 -72%
CSPIA
341
Cary Street Partners Investment Advisory
Virginia
$4.18K -$5.07K -85 -55%
DA
342
Denali Advisors
California
$3.76K +$597 +10 +19%
FCAG
343
First Capital Advisors Group
New Jersey
$3.52K +$3.52K +59 New
FMII
344
Farmers & Merchants Investments Inc
Nebraska
$2.86K
CFB
345
Cullen/Frost Bankers
Texas
$2.86K +$2.86K +48 New
WTC
346
WhitTier Trust Company
Nevada
$2.8K +$2.8K +47 New
CWC
347
Carolinas Wealth Consulting
North Carolina
$2.57K -$477 -8 -16%
CAL
348
Capital Advisors Ltd
Ohio
$2K +$500 +8 +33%
HWM
349
HighMark Wealth Management
Minnesota
$1.85K -$39.3K -85 -96%
AAP
350
Arax Advisory Partners
Colorado
$1.77K