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Piper Sandler

258 hedge funds and large institutions have $2.29B invested in Piper Sandler in 2023 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 70 increasing their positions, 79 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

379% more call options, than puts

Call options by funds: $3.43M | Put options by funds: $716K

122% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 18

26% more capital invested

Capital invested by funds: $1.82B → $2.29B (+$467M)

12.87% more ownership

Funds ownership: 283.03%295.89% (+13%)

8% more funds holding

Funds holding: 240258 (+18)

11% less repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 79

Holders
258
Holders Change
+18
Holders Change %
+7.5%
% of All Funds
3.76%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
40
Increased
70
Reduced
79
Closed
18
Calls
$3.43M
Puts
$716K
Net Calls
+$2.71M
Net Calls Change
-$152K
Name Holding Trade Value Shares
Change
Change in
Stake
JWA
226
JFS Wealth Advisors
Pennsylvania
$3.15K
MSWM
227
McGlone Suttner Wealth Management
Wisconsin
$3.15K +$2.74K +72 New
PWMG
228
Private Wealth Management Group
New Jersey
$2.97K +$2.59K +68 New
CSWM
229
Cassady Schiller Wealth Management
Ohio
$2.8K
HCM
230
Highlander Capital Management
New Jersey
$2.1K
FFA
231
Farther Finance Advisors
California
$1.92K -$304 -8 -15%
CFD
232
Creative Financial Designs
Indiana
$1.92K +$1.67K +44 New
CPG
233
Cornerstone Planning Group
New Jersey
$1.75K
DCBT
234
Dakota Community Bank & Trust
North Dakota
$1.75K
LWANC
235
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.75K
CF
236
Concorde Financial
Texas
$1.75K +$1.52K +40 New
PWA
237
Provenance Wealth Advisors
Florida
$1.57K
JFGIW
238
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.4K
AT
239
Arlington Trust
Alabama
$1.4K +$1.22K +32 New
SIC
240
SJS Investment Consulting
Ohio
$1.23K
AssetMark Inc
241
AssetMark Inc
California
$1.22K -$2.59K -68 -71%
CIA
242
Cape Investment Advisory
Georgia
$1.22K +$1.06K +28 New
HPC
243
HM Payson & Co
Maine
$1.05K
HNB
244
Huntington National Bank
Ohio
$1.05K +$761 +20 +500%
DPW
245
DiNuzzo Private Wealth
Pennsylvania
$875 +$761 +20 New
LC
246
Lindbrook Capital
California
$874 -$457 -12 -38%
GFPC
247
Global Financial Private Client
Florida
$699
CAM
248
Clarity Asset Management
Iowa
$672 +$609 +16 New
CWC
249
Carolinas Wealth Consulting
North Carolina
$527
CMA
250
Cedar Mountain Advisors
Oregon
$525