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Piper Sandler

350 hedge funds and large institutions have $4.28B invested in Piper Sandler in 2024 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 127 increasing their positions, 107 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

59% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 32

19% more repeat investments, than reductions

Existing positions increased: 127 | Existing positions reduced: 107

12% more call options, than puts

Call options by funds: $17.1M | Put options by funds: $15.3M

6% more capital invested

Capital invested by funds: $4.02B → $4.28B (+$261M)

5% more funds holding

Funds holding: 334350 (+16)

0.96% more ownership

Funds ownership: 320.12%321.08% (+0.96%)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
350
Holders Change
+16
Holders Change %
+4.79%
% of All Funds
4.61%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
51
Increased
127
Reduced
107
Closed
32
Calls
$17.1M
Puts
$15.3M
Net Calls
+$1.76M
Net Calls Change
-$10.2M
Name Holding Trade Value Shares
Change
Change in
Stake
CI Investments Inc
251
CI Investments Inc
Ontario, Canada
$194K +$202K +2,592 New
Fifth Third Bancorp
252
Fifth Third Bancorp
Ohio
$174K +$311 +4 +0.2%
SC
253
SouthState Corp
Florida
$154K
RAM
254
Ramirez Asset Management
New York
$150K +$156K +2,000 New
HI
255
Harbour Investments
Wisconsin
$126K +$7.47K +96 +6%
KI
256
Kapitalo Investimentos
Brazil
$124K +$129K +1,652 New
BTI
257
Blue Trust Inc
Georgia
$119K -$80.9K -1,040 -40%
AT
258
Avalon Trust
New Mexico
$118K +$6.22K +80 +5%
EWA
259
EverSource Wealth Advisors
Alabama
$112K +$27.1K +348 +30%
PS
260
Principal Securities
Iowa
$102K +$77.8K +1,000 +281%
SAM
261
Smartleaf Asset Management
Massachusetts
$93.6K +$75.3K +968 +336%
MG
262
Mather Group
Illinois
$92.2K
Carson Wealth (CWM LLC)
263
Carson Wealth (CWM LLC)
Nebraska
$84K -$9.65K -124 -10%
GI
264
GAMMA Investing
California
$83.1K +$18.7K +240 +28%
WTFG
265
Wood Tarver Financial Group
Idaho
$73K +$76.3K +980 New
AF
266
Allworth Financial
California
$69.9K +$49.8K +640 +239%
MTIC
267
Missouri Trust & Investment Company
Missouri
$60.9K
DFA
268
DHJJ Financial Advisors
Illinois
$59.1K
BCWM
269
Bartlett & Co Wealth Management
Ohio
$55.8K
Lazard Asset Management
270
Lazard Asset Management
New York
$51K +$53.8K +692 New
PA
271
Parallel Advisors
California
$50.4K +$311 +4 +0.6%
PSFG
272
Park Square Financial Group
Georgia
$45.1K +$46.7K +600 New
IA
273
IFP Advisors
Florida
$42.9K +$40.8K +524 +2,183%
CIAM
274
Caitong International Asset Management
Hong Kong
$39K +$40.5K +520 New
S
275
SignatureFD
Georgia
$36.9K +$1.87K +24 +5%

PIPR Hedge Fund Activity: Q4 2024 in Review

350 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Piper Sandler (PIPR) for Q4 2024, worth a combined $4.28B — up 6.5% from $4.02B a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new PIPR positions and 32 closed out — a net gain of 19 holders — while 127 added to existing stakes and 107 trimmed.

The largest buyer was Invesco, adding an estimated $31.9M. The largest seller was Westwood Holdings Group, cutting an estimated $22.8M.

  • 350 institutional investors held Piper Sandler (PIPR) as of Q4 2024, up from 334 in Q3 2024.
  • Funds reported $4.28B of Piper Sandler stock for Q4 2024, up 6.5% quarter-over-quarter.
  • 51 funds opened new Piper Sandler positions in Q4 2024 and 32 closed out, a net change of +19 holders.
  • The largest Piper Sandler buyer in Q4 2024 was Invesco, an estimated $31.9M added.
  • The largest Piper Sandler seller in Q4 2024 was Westwood Holdings Group, an estimated $22.8M sold.

Based on aggregated 13F filings for Q4 2024.