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Piper Sandler

334 hedge funds and large institutions have $4.02B invested in Piper Sandler in 2024 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 115 increasing their positions, 89 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

383% more call options, than puts

Call options by funds: $15M | Put options by funds: $3.12M

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

80% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 30

29% more repeat investments, than reductions

Existing positions increased: 115 | Existing positions reduced: 89

27% more capital invested

Capital invested by funds: $3.15B → $4.02B (+$867M)

10.44% more ownership

Funds ownership: 309.69%320.12% (+10%)

7% more funds holding

Funds holding: 311334 (+23)

Holders
334
Holders Change
+23
Holders Change %
+7.4%
% of All Funds
4.8%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
54
Increased
115
Reduced
89
Closed
30
Calls
$15M
Puts
$3.12M
Net Calls
+$11.9M
Net Calls Change
+$11M
Name Holding Trade Value Shares
Change
Change in
Stake
BAM
226
BOS Asset Management
Illinois
$253K
TRCT
227
Tower Research Capital (TRC)
New York
$251K -$484K -7,396 -68%
SCA
228
Stonebridge Capital Advisors
Minnesota
$247K
PA
229
Profund Advisors
Maryland
$242K +$223K +3,416 New
SPC
230
Spirepoint Private Client
Florida
$238K +$220K +3,360 New
Stifel Financial
231
Stifel Financial
Missouri
$227K -$24.6K -376 -11%
JSW
232
Journey Strategic Wealth
New Jersey
$222K +$205K +3,132 New
ZIC
233
ZWJ Investment Counsel
Georgia
$222K +$205K +3,128 New
FHA
234
Flagship Harbor Advisors
Massachusetts
$205K -$59.9K -916 -24%
QCG
235
Quadrant Capital Group
Ohio
$203K +$51.5K +788 +38%
CIA
236
Concurrent Investment Advisors
Florida
$201K +$185K +2,828 New
IRC
237
Investors Research Corp
Georgia
$199K
BOCH
238
Blue Owl Capital Holdings
New York
$172K +$159K +2,428 New
Fifth Third Bancorp
239
Fifth Third Bancorp
Ohio
$164K +$1.05K +16 +0.7%
KBC Group
240
KBC Group
Belgium
$156K +$24.9K +380 +21%
BTI
241
Blue Trust Inc
Georgia
$151K +$143K +2,180 +487%
SC
242
SouthState Corp
Florida
$146K
HI
243
Harbour Investments
Wisconsin
$112K +$2.09K +32 +2%
AT
244
Avalon Trust
New Mexico
$106K +$98.1K +1,500 New
Carson Wealth (CWM LLC)
245
Carson Wealth (CWM LLC)
Nebraska
$88K +$14.9K +228 +23%
MG
246
Mather Group
Illinois
$87.2K -$3.92K -60 -5%
Baird Financial Group
247
Baird Financial Group
Wisconsin
$84K +$77.4K +1,184 New
EWA
248
EverSource Wealth Advisors
Alabama
$81.7K +$59.4K +908 +372%
UFF
249
USA Financial Formulas
Michigan
$76.9K +$70.9K +1,084 New
GI
250
GAMMA Investing
California
$61.6K +$4.97K +76 +10%