434 hedge funds and large institutions have $6.67B invested in Stifel in 2024 Q1 according to their latest regulatory filings, with 90 funds opening new positions, 140 increasing their positions, 136 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
434
Holders Change
+56
Holders Change %
+14.81%
% of All Funds
6.29%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
90
Increased
140
Reduced
136
Closed
32
Calls
$23.2M
Puts
$4.46M
Net Calls
+$18.7M
Net Calls Change
+$10.3M
Name Holding Trade Value Shares
Change
Shares
Change %
1832 Asset Management
401
1832 Asset Management
Ontario, Canada
$4.22K +$4.22K +54 New
LFA
402
LGT Financial Advisors
Texas
$4.07K
CFB
403
Cullen/Frost Bankers
Texas
$3.75K
FMII
404
Farmers & Merchants Investments Inc
Nebraska
$3.6K
CTC
405
Cetera Trust Company
Minnesota
$3.13K
CWC
406
Carolinas Wealth Consulting
North Carolina
$3.05K -$78 -1 -3%
PWMG
407
Private Wealth Management Group
New Jersey
$3.05K
VNA
408
Valley National Advisers
Pennsylvania
$3K
CAL
409
Capital Advisors Ltd
Ohio
$3K
S
410
Sachetta
Massachusetts
$2.7K
GWM
411
Geneos Wealth Management
Colorado
$2.35K +$2.35K +30 New
AAP
412
Arax Advisory Partners
Colorado
$2.33K
PWMG
413
Prestige Wealth Management Group
New Jersey
$2.19K
AF
414
Advisornet Financial
Minnesota
$2.11K +$782 +10 +59%
EWA
415
EverSource Wealth Advisors
Alabama
$2K
MFT
416
Moisand Fitzgerald Tamayo
Florida
$1.96K
SIC
417
SJS Investment Consulting
Ohio
$1.96K +$78 +1 +4%
RFG
418
RFP Financial Group
Georgia
$1.88K
CA
419
Continuum Advisory
Idaho
$1.58K +$1.58K +19 New
RCM
420
Raleigh Capital Management
North Carolina
$1.56K +$1.17K +15 +300%
DPW
421
DiNuzzo Private Wealth
Pennsylvania
$1.49K
PIM
422
Plato Investment Management
Australia
$1.41K
HCP
423
Hexagon Capital Partners
Arkansas
$1.33K -$313 -4 -19%
VCM
424
Versant Capital Management
Arizona
$1.25K
PWA
425
Provenance Wealth Advisors
Florida
$1.09K