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Piper Sandler

334 hedge funds and large institutions have $4.02B invested in Piper Sandler in 2024 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 115 increasing their positions, 89 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

383% more call options, than puts

Call options by funds: $15M | Put options by funds: $3.12M

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

80% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 30

29% more repeat investments, than reductions

Existing positions increased: 115 | Existing positions reduced: 89

27% more capital invested

Capital invested by funds: $3.15B → $4.02B (+$867M)

10.44% more ownership

Funds ownership: 309.69%320.12% (+10%)

7% more funds holding

Funds holding: 311334 (+23)

Holders
334
Holders Change
+23
Holders Change %
+7.4%
% of All Funds
4.8%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
54
Increased
115
Reduced
89
Closed
30
Calls
$15M
Puts
$3.12M
Net Calls
+$11.9M
Net Calls Change
+$11M
Name Holding Trade Value Shares
Change
Change in
Stake
MTIC
251
Missouri Trust & Investment Company
Missouri
$57.6K
DFA
252
DHJJ Financial Advisors
Illinois
$55.9K
BCWM
253
Bartlett & Co Wealth Management
Ohio
$52.8K
PA
254
Parallel Advisors
California
$47.4K
HCP
255
Hexagon Capital Partners
Arkansas
$40.9K +$4.97K +76 +15%
S
256
SignatureFD
Georgia
$33.2K +$7.85K +120 +34%
SPIA
257
Steward Partners Investment Advisory
New York
$31.5K
GWM
258
Geneos Wealth Management
Colorado
$30.4K +$2.62K +40 +10%
FP
259
Financial Perspectives
Minnesota
$29.2K
NA
260
NewEdge Advisors
Louisiana
$28.7K
Nomura Asset Management
261
Nomura Asset Management
Japan
$28.4K
DB
262
Danske Bank
Denmark
$28.4K +$26.2K +400 New
PS
263
Principal Securities
Iowa
$25.3K +$4.97K +76 +27%
Barrow, Hanley, Mewhinney & Strauss
264
Barrow, Hanley, Mewhinney & Strauss
Texas
$23K +$21.2K +324 New
BWL
265
Bogart Wealth LLC
Virginia
$22.7K
CPA
266
Capital Performance Advisors
California
$21.3K +$19.6K +300 New
SAM
267
Smartleaf Asset Management
Massachusetts
$20.3K +$1.31K +20 +7%
Bessemer Group
268
Bessemer Group
New Jersey
$20K +$8.63K +132 +92%
AF
269
Allworth Financial
California
$19K
RA
270
Rise Advisors
New York
$19K
AAP
271
Arax Advisory Partners
Colorado
$18.7K
SWM
272
Spire Wealth Management
Virginia
$16.4K
SIC
273
Salem Investment Counselors
North Carolina
$14.8K
PC
274
Promethos Capital
Massachusetts
$14.2K -$7.06K -108 -35%
JFA
275
JNBA Financial Advisors
Minnesota
$14.2K