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Piper Sandler

234 hedge funds and large institutions have $1.56B invested in Piper Sandler in 2023 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 74 increasing their positions, 73 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

6.73% more ownership

Funds ownership: 267.03%273.76% (+6.7%)

1% more repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 73

5% less funds holding

Funds holding: 246234 (-12)

5% less capital invested

Capital invested by funds: $1.65B → $1.56B (-$90.2M)

11% less call options, than puts

Call options by funds: $2.21M | Put options by funds: $2.48M

33% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 36

Holders
234
Holders Change
-12
Holders Change %
-4.88%
% of All Funds
3.67%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
24
Increased
74
Reduced
73
Closed
36
Calls
$2.21M
Puts
$2.48M
Net Calls
-$264K
Net Calls Change
-$3.74M
Name Holding Trade Value Shares
Change
Change in
Stake
DFCM
251
Dark Forest Capital Management
Puerto Rico
-$134K -3,868 Closed
First Manhattan
252
First Manhattan
New York
-$111K -3,200 Closed
SOW
253
State of Wyoming
Wyoming
-$60.2K -1,736 Closed
BAM
254
Belpointe Asset Management
Nevada
-$47.7K -1,376 Closed
IGWM
255
ICA Group Wealth Management
Colorado
-$12.2K -352 Closed
TCOV
256
Trust Company of Vermont
Vermont
-$11.9K -344 Closed
TWA
257
TCI Wealth Advisors
Arizona
-$11.4K -328 Closed
EI
258
Ellevest Inc
New York
-$9.01K -260 Closed
C
259
Covestor
United Kingdom
-$6.21K -188 -98%
IAIM
260
International Assets Investment Management
Florida
-$6.1K -176 Closed
UAML
261
US Asset Management LLC
Pennsylvania
-$4K -112 Closed
ST
262
Sageworth Trust
Pennsylvania
-$2.77K -80 Closed
MIA
263
Milestone Investment Advisors
Wisconsin
-$2.36K -68 Closed
STCOSD
264
Sageworth Trust Company of South Dakota
South Dakota
-$2.36K -68 Closed
SC
265
Schubert & Co
Texas
-$2.08K -60 Closed
AAS
266
Ameritas Advisory Services
Nebraska
-$1.8K -52 Closed
FHA
267
First Horizon Advisors
Tennessee
-$831 -24 Closed
CSPAM
268
Cary Street Partners Asset Management
Virginia
-$277 -8 Closed
Man Group
269
Man Group
United Kingdom
-$232K
Comerica Bank
270
Comerica Bank
Texas
+$6.93M +209,936 New