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Piper Sandler

234 hedge funds and large institutions have $1.56B invested in Piper Sandler in 2023 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 74 increasing their positions, 73 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

6.73% more ownership

Funds ownership: 267.03%273.76% (+6.7%)

1% more repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 73

5% less funds holding

Funds holding: 246234 (-12)

5% less capital invested

Capital invested by funds: $1.65B → $1.56B (-$90.2M)

11% less call options, than puts

Call options by funds: $2.21M | Put options by funds: $2.48M

33% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 36

Holders
234
Holders Change
-12
Holders Change %
-4.88%
% of All Funds
3.67%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
24
Increased
74
Reduced
73
Closed
36
Calls
$2.21M
Puts
$2.48M
Net Calls
-$264K
Net Calls Change
-$3.74M
Name Holding Trade Value Shares
Change
Change in
Stake
AT
226
Avalon Trust
New Mexico
$259
BAAM
227
Baker Avenue Asset Management
California
$259
AWM
228
Abound Wealth Management
Tennessee
$259 +$264 +8 New
AWM
229
Avior Wealth Management
Nebraska
$258
BWM
230
Baystate Wealth Management
Massachusetts
$158
HNB
231
Huntington National Bank
Ohio
$129
TWP
232
TFO Wealth Partners
Ohio
$129
ACL
233
Azora Capital LP
Florida
-$8.37M -241,408 Closed
Jacobs Levy Equity Management
234
Jacobs Levy Equity Management
New Jersey
-$4.13M -119,272 Closed
MAM
235
Martingale Asset Management
Massachusetts
-$1.38M -39,724 Closed
ZCM
236
Ziegler Capital Management
Illinois
-$1.14M -32,808 Closed
PAM
237
Panagora Asset Management
Massachusetts
-$1.01M -29,228 Closed
BCM
238
BlueCrest Capital Management
Jersey
-$998K -28,800 Closed
CC
239
Centiva Capital
New York
-$713K -20,568 Closed
Voloridge Investment Management
240
Voloridge Investment Management
Florida
-$444K -12,824 Closed
E
241
Ergoteles
New York
-$430K -12,400 Closed
QT
242
Quantbot Technologies
New York
-$401K -11,584 Closed
SG Americas Securities
243
SG Americas Securities
New York
-$337K -9,712 Closed
Wellington Management Group
244
Wellington Management Group
Massachusetts
-$301K -8,696 Closed
VT
245
Vise Technologies
New York
-$239K -6,896 Closed
Stifel Financial
246
Stifel Financial
Missouri
-$237K -6,832 Closed
VWA
247
V Wealth Advisors
Kansas
-$208K -6,000 Closed
OWP
248
Obermeyer Wealth Partners
Colorado
-$204K -5,876 Closed
ECM
249
ExodusPoint Capital Management
New York
-$203K -5,844 Closed
CSS
250
Cubist Systematic Strategies
Connecticut
-$202K -5,836 Closed