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Piper Sandler

240 hedge funds and large institutions have $1.82B invested in Piper Sandler in 2023 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 68 increasing their positions, 79 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

278% more call options, than puts

Call options by funds: $3.89M | Put options by funds: $1.03M

32% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 22

17% more capital invested

Capital invested by funds: $1.56B → $1.82B (+$260M)

9.26% more ownership

Funds ownership: 273.76%283.03% (+9.3%)

3% more funds holding

Funds holding: 234240 (+6)

14% less repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 79

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
240
Holders Change
+6
Holders Change %
+2.56%
% of All Funds
3.81%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
29
Increased
68
Reduced
79
Closed
22
Calls
$3.89M
Puts
$1.03M
Net Calls
+$2.86M
Net Calls Change
+$3.13M
Name Holding Trade Value Shares
Change
Change in
Stake
SIC
226
SJS Investment Consulting
Ohio
$1.02K +$145 +4 +17%
HPC
227
HM Payson & Co
Maine
$872
AF
228
Allworth Financial
California
$582 -$4.77K -132 -89%
GFPC
229
Global Financial Private Client
Florida
$573
ECM
230
Everence Capital Management
Indiana
$542
CMA
231
Cedar Mountain Advisors
Oregon
$436
CWC
232
Carolinas Wealth Consulting
North Carolina
$422
AWM
233
Abound Wealth Management
Tennessee
$291
AT
234
Avalon Trust
New Mexico
$291
AWM
235
Avior Wealth Management
Nebraska
$290
BWM
236
Baystate Wealth Management
Massachusetts
$178
HNB
237
Huntington National Bank
Ohio
$145
TWP
238
TFO Wealth Partners
Ohio
$129
Nordea Investment Management
239
Nordea Investment Management
Sweden
-$5.65M -172,240 Closed
Balyasny Asset Management
240
Balyasny Asset Management
Illinois
-$4.64M -143,672 Closed
SSA
241
Schonfeld Strategic Advisors
New York
-$4.17M -128,940 Closed
VIA
242
Vident Investment Advisory
Georgia
-$2.3M -71,140 Closed
DTL
243
Dynamic Technology Lab
Singapore
-$973K -30,120 Closed
VRS
244
Virginia Retirement Systems
Virginia
-$866K -26,800 Closed
VF
245
Virtu Financial
New York
-$392K -12,136 Closed
Mackenzie Financial
246
Mackenzie Financial
Ontario, Canada
-$395K -12,028 Closed
PI
247
Putnam Investments
Massachusetts
-$338K -10,456 Closed
MFS
248
Mirabella Financial Services
United Kingdom
-$265K -8,204 Closed
ACM
249
Aquatic Capital Management
Illinois
-$39K -1,200 Closed
WP
250
WealthPLAN Partners
Nebraska
-$27.4K -848 Closed