We are live on ! Find out more
PIPR icon

Piper Sandler

246 hedge funds and large institutions have $1.65B invested in Piper Sandler in 2023 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 69 increasing their positions, 79 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

164% more call options, than puts

Call options by funds: $5.6M | Put options by funds: $2.12M

15% more capital invested

Capital invested by funds: $1.44B → $1.65B (+$216M)

8.57% more ownership

Funds ownership: 258.47%267.03% (+8.6%)

9% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 33

0% more funds holding

Funds holding: 245246 (+1)

13% less repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 79

Holders
246
Holders Change
+1
Holders Change %
+0.41%
% of All Funds
3.92%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
36
Increased
69
Reduced
79
Closed
33
Calls
$5.6M
Puts
$2.12M
Net Calls
+$3.48M
Net Calls Change
+$5.99M
Name Holding Trade Value Shares
Change
Change in
Stake
RA
251
Royce & Associates
New York
-$804K -24,688 Closed
ETC
252
Exchange Traded Concepts
Oklahoma
-$784K -24,076 Closed
Two Sigma Advisers
253
Two Sigma Advisers
New York
-$690K -21,200 Closed
HSBC Holdings
254
HSBC Holdings
United Kingdom
-$572K -17,480 Closed
PAS
255
Park Avenue Securities
New York
-$428K -13,164 Closed
VF
256
Virtu Financial
New York
-$306K -9,392 Closed
HighTower Advisors
257
HighTower Advisors
Illinois
-$289K -8,900 Closed
Mackenzie Financial
258
Mackenzie Financial
Ontario, Canada
-$227K -6,988 Closed
MML Investors Services
259
MML Investors Services
Massachusetts
-$211K -6,468 Closed
GC
260
Guggenheim Capital
Illinois
-$202K -6,204 Closed
Simplex Trading
261
Simplex Trading
Illinois
-$188K -5,284 Closed
Federated Hermes
262
Federated Hermes
Pennsylvania
-$74.5K -2,288 Closed
SWA
263
Sutton Wealth Advisors
Florida
-$60.7K -1,864 Closed
CS
264
Comerica Securities
Michigan
-$34.6K -1,064 Closed
HNWAG
265
High Net Worth Advisory Group
Florida
-$34.4K -1,056 Closed
BWM
266
BerganKDV Wealth Management
Minnesota
-$24.9K -764 Closed
MA
267
Montag & Associates
Georgia
-$16.3K -500 Closed
MCC
268
Money Concepts Capital
Florida
-$13K -400 Closed
USCWA
269
U.S. Capital Wealth Advisors
Texas
-$13K -400 Closed
IA
270
IFP Advisors
Florida
-$5K -208 Closed
FA
271
Fiduciary Alliance
South Carolina
-$4.43K -136 Closed
Rockefeller Capital Management
272
Rockefeller Capital Management
New York
-$4K -136 Closed
EWA
273
EverSource Wealth Advisors
Alabama
-$3.67K -112 Closed
GEA
274
Glen Eagle Advisors
New Jersey
-$3.27K -100 Closed
Northwestern Mutual Wealth Management
275
Northwestern Mutual Wealth Management
Wisconsin
-$2.47K -76 Closed