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Piper Sandler

246 hedge funds and large institutions have $1.65B invested in Piper Sandler in 2023 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 69 increasing their positions, 79 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

164% more call options, than puts

Call options by funds: $5.6M | Put options by funds: $2.12M

15% more capital invested

Capital invested by funds: $1.44B → $1.65B (+$216M)

8.57% more ownership

Funds ownership: 258.47%267.03% (+8.6%)

9% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 33

0% more funds holding

Funds holding: 245246 (+1)

13% less repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 79

Holders
246
Holders Change
+1
Holders Change %
+0.41%
% of All Funds
3.92%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
36
Increased
69
Reduced
79
Closed
33
Calls
$5.6M
Puts
$2.12M
Net Calls
+$3.48M
Net Calls Change
+$5.99M
Name Holding Trade Value Shares
Change
Change in
Stake
HS
226
Horan Securities
United States
$1.66K
NA
227
NewEdge Advisors
Louisiana
$1.52K -$40.8K -1,144 -96%
LWANC
228
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.39K
DCBT
229
Dakota Community Bank & Trust
North Dakota
$1.39K
JFGIW
230
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.11K
SIC
231
SJS Investment Consulting
Ohio
$972
AF
232
Advisornet Financial
Minnesota
$832
DI
233
Disciplined Investments
Oklahoma
$832
HPC
234
HM Payson & Co
Maine
$832
FHA
235
First Horizon Advisors
Tennessee
$831 -$570 -16 -40%
CWC
236
Carolinas Wealth Consulting
North Carolina
$554 +$570 +16 New
GFPC
237
Global Financial Private Client
Florida
$547
ECM
238
Everence Capital Management
Indiana
$517
Commonwealth Equity Services
239
Commonwealth Equity Services
Massachusetts
$290 +$1.85K +52 +0.6%
AT
240
Avalon Trust
New Mexico
$278 +$285 +8 New
AWM
241
Avior Wealth Management
Nebraska
$277
BAAM
242
Baker Avenue Asset Management
California
$277
CSPAM
243
Cary Street Partners Asset Management
Virginia
$277
BWM
244
Baystate Wealth Management
Massachusetts
$168
TWP
245
TFO Wealth Partners
Ohio
$139 -$3.56K -100 -96%
HNB
246
Huntington National Bank
Ohio
$139
BGIM
247
Brandywine Global Investment Management
Pennsylvania
-$4.41M -135,440 Closed
OQS
248
Occudo Quantitative Strategies
Florida
-$1.61M -49,416 Closed
SSA
249
Schonfeld Strategic Advisors
New York
-$1.42M -43,600 Closed
Jane Street
250
Jane Street
New York
-$830K -25,496 Closed