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Steven Madden

259 hedge funds and large institutions have $3.03B invested in Steven Madden in 2024 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 86 increasing their positions, 97 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 37

2% more funds holding

Funds holding: 255259 (+4)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

2% less capital invested

Capital invested by funds: $3.09B → $3.03B (-$56.6M)

1.07% less ownership

Funds ownership: 98.77%97.7% (-1.1%)

11% less repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 97

87% less call options, than puts

Call options by funds: $110K | Put options by funds: $825K

Holders
259
Holders Change
+4
Holders Change %
+1.57%
% of All Funds
3.74%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
42
Increased
86
Reduced
97
Closed
37
Calls
$110K
Puts
$825K
Net Calls
-$715K
Net Calls Change
+$2.88M
Name Holding Trade Value Shares
Change
Change in
Stake
CIBC Private Wealth Group
226
CIBC Private Wealth Group
Georgia
$6.19K +$1.5K +36 +34%
LFG
227
Larson Financial Group
Missouri
$5.16K +$460 +11 +10%
LC
228
Lindbrook Capital
California
$5.16K
MG
229
Mather Group
Illinois
$5.12K +$5.06K +121 New
WTA
230
Washington Trust Advisors
Massachusetts
$4.74K
MPWT
231
MassMutual Private Wealth & Trust
Connecticut
$4.4K +$84 +2 +2%
GJWM
232
Gilliland Jeter Wealth Management
Arkansas
$4.36K
SC
233
Stephens Consulting
Michigan
$3.89K +$3.85K +92 New
PWMG
234
Private Wealth Management Group
New Jersey
$3.85K +$2.76K +66 +264%
UB
235
UMB Bank
Missouri
$3.72K +$2.47K +59 +203%
BF
236
BOK Financial
Oklahoma
$3.3K +$3.26K +78 New
FFA
237
Frazier Financial Advisors
Ohio
$3K
LFA
238
LGT Financial Advisors
Texas
$2.88K
NA
239
NewEdge Advisors
Louisiana
$2.54K
HNB
240
Huntington National Bank
Ohio
$2.45K +$2.42K +58 New
FMII
241
Farmers & Merchants Investments Inc
Nebraska
$2.37K
JWA
242
JFS Wealth Advisors
Pennsylvania
$2.33K
GFPC
243
Global Financial Private Client
Florida
$2.2K
BIA
244
Bell Investment Advisors
California
$1.99K
BAM
245
Bellevue Asset Management
Washington
$1.78K
RIL
246
Rothschild Investment LLC
Illinois
$1.69K +$1.25K +30 +300%
IAIM
247
International Assets Investment Management
Florida
$1.65K +$1.63K +39 New
PWMG
248
Prestige Wealth Management Group
New Jersey
$1.52K
IC
249
Innealta Capital
Texas
$1.44K +$1.42K +34 New
FFA
250
Farther Finance Advisors
California
$1.16K +$209 +5 +22%