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Piper Sandler

311 hedge funds and large institutions have $3.15B invested in Piper Sandler in 2024 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 103 increasing their positions, 86 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

119% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 26

37% more call options, than puts

Call options by funds: $3.31M | Put options by funds: $2.42M

20% more capital invested

Capital invested by funds: $2.62B → $3.15B (+$536M)

20% more repeat investments, than reductions

Existing positions increased: 103 | Existing positions reduced: 86

10.33% more ownership

Funds ownership: 299.36%309.69% (+10%)

10% more funds holding

Funds holding: 284311 (+27)

Holders
311
Holders Change
+27
Holders Change %
+9.51%
% of All Funds
4.49%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
57
Increased
103
Reduced
86
Closed
26
Calls
$3.31M
Puts
$2.42M
Net Calls
+$898K
Net Calls Change
-$1.56M
Name Holding Trade Value Shares
Change
Change in
Stake
PS
251
Principal Securities
Iowa
$16.1K
RA
252
Rise Advisors
New York
$15.4K
AAP
253
Arax Advisory Partners
Colorado
$15.2K +$13.5K +264 New
SAM
254
Smartleaf Asset Management
Massachusetts
$14.8K +$13.7K +268 New
SWM
255
Spire Wealth Management
Virginia
$13.3K +$205 +4 +2%
SIC
256
Salem Investment Counselors
North Carolina
$12K
FRA
257
Front Row Advisors
California
$11.7K -$1.23K -24 -11%
NI
258
NCP Inc
California
$11.5K -$13.3K -260 -57%
JFA
259
JNBA Financial Advisors
Minnesota
$11.5K
C
260
Covestor
United Kingdom
$11K -$1.02K -20 -9%
MPWT
261
MassMutual Private Wealth & Trust
Connecticut
$10.8K +$2.67K +52 +38%
GIA
262
GHP Investment Advisors
Colorado
$8.35K
PTC
263
Private Trust Company
Ohio
$8.06K
Bessemer Group
264
Bessemer Group
New Jersey
$8K
HWM
265
HighMark Wealth Management
Minnesota
$7.85K +$6.97K +136 New
FCT
266
First Community Trust
Iowa
$7.83K
HIM
267
Hillsdale Investment Management
Ontario, Canada
$6.91K +$6.15K +120 New
BIA
268
Bell Investment Advisors
California
$5.75K +$615 +12 +14%
Northwestern Mutual Wealth Management
269
Northwestern Mutual Wealth Management
Wisconsin
$5.29K +$4.71K +92 New
Mitsubishi UFJ Asset Management
270
Mitsubishi UFJ Asset Management
Japan
$4.83K
VCM
271
Versant Capital Management
Arizona
$4.83K
UB
272
UMB Bank
Missouri
$4.6K +$2.46K +48 +150%
PWMG
273
Prestige Wealth Management Group
New Jersey
$4.37K
JWA
274
JFS Wealth Advisors
Pennsylvania
$4.14K
FFA
275
Frazier Financial Advisors
Ohio
$4.14K +$3.69K +72 New