We are live on ! Find out more
PIPR icon

Piper Sandler

311 hedge funds and large institutions have $3.15B invested in Piper Sandler in 2024 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 103 increasing their positions, 86 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

119% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 26

37% more call options, than puts

Call options by funds: $3.31M | Put options by funds: $2.42M

20% more capital invested

Capital invested by funds: $2.62B → $3.15B (+$536M)

20% more repeat investments, than reductions

Existing positions increased: 103 | Existing positions reduced: 86

10.33% more ownership

Funds ownership: 299.36%309.69% (+10%)

10% more funds holding

Funds holding: 284311 (+27)

Holders
311
Holders Change
+27
Holders Change %
+9.51%
% of All Funds
4.49%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
57
Increased
103
Reduced
86
Closed
26
Calls
$3.31M
Puts
$2.42M
Net Calls
+$898K
Net Calls Change
-$1.56M
Name Holding Trade Value Shares
Change
Change in
Stake
FWA
226
FSC Wealth Advisors
New York
$79.6K +$19.9K +388 +39%
MG
227
Mather Group
Illinois
$64K -$205 -4 -0.3%
Carson Wealth (CWM LLC)
228
Carson Wealth (CWM LLC)
Nebraska
$58K -$9.84K -192 -16%
MTIC
229
Missouri Trust & Investment Company
Missouri
$46.7K
WOC
230
West Oak Capital
California
$46K
NC
231
nVerses Capital
Florida
$46K +$20.5K +400 +100%
GI
232
GAMMA Investing
California
$45.6K +$6.35K +124 +19%
DFA
233
DHJJ Financial Advisors
Illinois
$45.3K
BCWM
234
Bartlett & Co Wealth Management
Ohio
$42.8K
PA
235
Parallel Advisors
California
$38.4K -$2.67K -52 -7%
EC
236
EntryPoint Capital
New York
$33.8K -$62.5K -1,220 -67%
GRP
237
Global Retirement Partners
California
$31.3K +$6.97K +136 +33%
HCP
238
Hexagon Capital Partners
Arkansas
$28.8K +$4.1K +80 +19%
SPIA
239
Steward Partners Investment Advisory
New York
$25.5K
FP
240
Financial Perspectives
Minnesota
$23.7K
NA
241
NewEdge Advisors
Louisiana
$23.2K -$18.4K -360 -47%
Nomura Asset Management
242
Nomura Asset Management
Japan
$23K
GWM
243
Geneos Wealth Management
Colorado
$22.3K
BTI
244
Blue Trust Inc
Georgia
$22.2K +$15.2K +296 +195%
National Bank of Canada
245
National Bank of Canada
Quebec, Canada
$20.2K
S
246
SignatureFD
Georgia
$20K +$6.35K +124 +55%
BWL
247
Bogart Wealth LLC
Virginia
$18.4K
PC
248
Promethos Capital
Massachusetts
$17.7K
AF
249
Allworth Financial
California
$17.3K +$2.87K +56 +26%
EWA
250
EverSource Wealth Advisors
Alabama
$16.7K +$12.5K +244 New