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Piper Sandler
PIPR

Overview Fund Activity

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
Holders
246
Holders Change
+1
Holders Change %
+0.41%
% of All Funds
3.94%
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

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$15.2M
2
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$40.3M
3
Vanguard Group
Vanguard Group
Pennsylvania
$266M
4
Verition Fund Management
Verition Fund Management
Connecticut
$9.36M
5
ACL
Azora Capital LP
Florida
$8.37M

Top Sellers

1
Principal Financial Group
Principal Financial Group
Iowa
$11.6M
2
BlackRock
BlackRock
New York
$333M
3
Millennium Management
Millennium Management
New York
$867K
4
Goldman Sachs
Goldman Sachs
New York
$25.1M
5
BGIM
Brandywine Global Investment Management
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
HS
226
Horan Securities
United States
$1.66K – – –
NA
227
NewEdge Advisors
Louisiana
$1.53K -$39.7K -286 -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 – – –
HPC
232
HM Payson & Co
Maine
$832 – – –
DI
233
Disciplined Investments
Oklahoma
$832 – – –
AF
234
Advisornet Financial
Minnesota
$832 – – –
FHA
235
First Horizon Advisors
Tennessee
$831 -$554 -4 -40%
CWC
236
Carolinas Wealth Consulting
North Carolina
$554 +$554 +4 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 +$2 +13 +0.6%
AT
240
Avalon Trust
New Mexico
$278 +$278 +2 New
BAAM
241
Baker Avenue Asset Management
California
$277 – – –
CSPAM
242
Cary Street Partners Asset Management
Virginia
$277 – – –
AWM
243
Avior Wealth Management
Nebraska
$277 – – –
BWM
244
Baystate Wealth Management
Massachusetts
$168 – – –
TWP
245
TFO Wealth Partners
Ohio
$139 -$3.48K -25 -96%
HNB
246
Huntington National Bank
Ohio
$139 – – –
BGIM
247
Brandywine Global Investment Management
Pennsylvania
– -$4.41M -33,860 Closed
OQS
248
Occudo Quantitative Strategies
Florida
– -$1.61M -12,354 Closed
SSA
249
Schonfeld Strategic Advisors
New York
– -$1.42M -10,900 Closed
Jane Street
250
Jane Street
New York
– -$830K -6,374 Closed
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10
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