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Piper Sandler
PIPR

Overview Fund Activity

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
Holders
284
Holders Change
+26
Holders Change %
+10.08%
% of All Funds
4.12%
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
1
Mairs & Power Inc
Minnesota
$51.5M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$39.1M
3
Loomis, Sayles & Company
3
Loomis, Sayles & Company
Massachusetts
$37.7M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$41.7M
5
Citadel Advisors
5
Citadel Advisors
Florida
$9.36M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$32.3M
2
Millennium Management
2
Millennium Management
New York
$9.3M
3
NRCM
3
North Reef Capital Management
California
$35.5M
4
WHG
4
Westwood Holdings Group
Texas
$85.3M
5
BlackRock
5
BlackRock
New York
$497M
Name Holding Trade Value Shares
Change 		Shares
Change %
VCM
251
Versant Capital Management
Arizona
$4.17K – – –
BFEC
252
Benjamin F. Edwards & Company
Missouri
$4K -$952 -5 -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 +$2.58K +13 New
HCM
258
Highlander Capital Management
New Jersey
$2.38K – – –
CFD
259
Creative Financial Designs
Indiana
$2.18K – – –
LWANC
260
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.99K – – –
DCBT
261
Dakota Community Bank & Trust
North Dakota
$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 +$1.59K +8 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 +$198 +1 +17%
HPC
268
HM Payson & Co
Maine
$1.19K – – –
NS
269
NBC Securities
Alabama
$1K +$1K +5 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 +$639 +3 New
9 10
11
12 13