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Piper Sandler
PIPR

284 hedge funds and large institutions have $2.62B invested in Piper Sandler in 2024 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 83 increasing their positions, 86 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

156% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 18

95% more call options, than puts

Call options by funds: $5.04M | Put options by funds: $2.58M

14% more capital invested

Capital invested by funds: $2.29B → $2.62B (+$326M)

10% more funds holding

Funds holding: 258 → 284 (+26)

3.46% more ownership

Funds ownership: 295.89% → 299.36% (+3.5%)

3% less repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 86

Holders
284
Holders Change
+26
Holders Change %
+10.08%
% of All Funds
4.09%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
46
Increased
83
Reduced
86
Closed
18
Calls
$5.04M
Puts
$2.58M
Net Calls
+$2.46M
Net Calls Change
-$250K

Top Buyers

1
MPI
Mairs & Power Inc
Minnesota
+$24.9M
2
JP Morgan Chase
JP Morgan Chase
New York
+$18.7M
3
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
+$14.4M
4
SAG
SageView Advisory Group
California
+$10.1M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$8.46M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$45.5M
2
Millennium Management
Millennium Management
New York
-$25.5M
3
NRCM
North Reef Capital Management
California
-$15.1M
4
WHG
Westwood Holdings Group
Texas
-$6.54M
5
BlackRock
BlackRock
New York
-$5.48M
Name Holding Trade Value Shares
Change 		Change in
Stake
VCM
251
Versant Capital Management
Arizona
$4.17K – – –
BFEC
252
Benjamin F. Edwards & Company
Missouri
$4K -$914 -20 -19%
PWMG
253
Prestige Wealth Management Group
New Jersey
$3.77K – – –
JWA
254
JFS Wealth Advisors
Pennsylvania
$3.57K – – –
PWMG
255
Private Wealth Management Group
New Jersey
$3.38K – – –
CSWM
256
Cassady Schiller Wealth Management
Ohio
$3.18K – – –
HCM
257
Hollencrest Capital Management
California
$2.58K +$2.38K +52 New
HCM
258
Highlander Capital Management
New Jersey
$2.38K – – –
CFD
259
Creative Financial Designs
Indiana
$2.18K – – –
DCBT
260
Dakota Community Bank & Trust
North Dakota
$1.99K – – –
LWANC
261
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.99K – – –
PWA
262
Provenance Wealth Advisors
Florida
$1.79K – – –
JFGIW
263
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.59K – – –
UB
264
UMB Bank
Missouri
$1.59K +$1.46K +32 New
SIC
265
SJS Investment Consulting
Ohio
$1.39K – – –
AssetMark Inc
266
AssetMark Inc
California
$1.39K – – –
HNB
267
Huntington National Bank
Ohio
$1.39K +$183 +4 +17%
HPC
268
HM Payson & Co
Maine
$1.19K – – –
NS
269
NBC Securities
Alabama
$1K +$914 +20 New
DPW
270
DiNuzzo Private Wealth
Pennsylvania
$993 – – –
LC
271
Lindbrook Capital
California
$992 – – –
GFPC
272
Global Financial Private Client
Florida
$789 – – –
CAM
273
Clarity Asset Management
Iowa
$769 – – –
ECM
274
Everence Capital Management
Indiana
$740 – – –
CA
275
Continuum Advisory
Idaho
$639 +$548 +12 New
9 10
11
12 13

PIPR Hedge Fund Activity: Q1 2024 in Review

284 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Piper Sandler (PIPR) for Q1 2024, worth a combined $2.62B — up 14% from $2.29B a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new PIPR positions and 18 closed out — a net gain of 28 holders — while 83 added to existing stakes and 86 trimmed.

The largest buyer was Mairs & Power Inc, adding an estimated $24.9M. The largest seller was Morgan Stanley, cutting an estimated $45.5M.

  • 284 institutional investors held Piper Sandler (PIPR) as of Q1 2024, up from 258 in Q4 2023.
  • Funds reported $2.62B of Piper Sandler stock for Q1 2024, up 14% quarter-over-quarter.
  • 46 funds opened new Piper Sandler positions in Q1 2024 and 18 closed out, a net change of +28 holders.
  • The largest Piper Sandler buyer in Q1 2024 was Mairs & Power Inc, an estimated $24.9M added.
  • The largest Piper Sandler seller in Q1 2024 was Morgan Stanley, an estimated $45.5M sold.

Based on aggregated 13F filings for Q1 2024.