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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
BFEC
276
Benjamin F. Edwards & Company
Missouri
$4K -$1.02K -20 -24%
Cohen & Steers
277
Cohen & Steers
New York
$4K +$3.48K +68 New
CJ
278
Caitlin John
Michigan
$3.91K -$1.39M -27,144 -100%
PWMG
279
Private Wealth Management Group
New Jersey
$3.91K
JFGIW
280
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$3.68K +$1.64K +32 +100%
CSWM
281
Cassady Schiller Wealth Management
Ohio
$3.45K -$205 -4 -6%
FPF
282
First Pacific Financial
Washington
$2.76K +$2.46K +48 New
CFD
283
Creative Financial Designs
Indiana
$2.53K
HNB
284
Huntington National Bank
Ohio
$2.53K +$820 +16 +57%
RIL
285
Rothschild Investment LLC
Illinois
$2.53K +$1.84K +36 +450%
DCBT
286
Dakota Community Bank & Trust
North Dakota
$2.3K
LWANC
287
Laurel Wealth Advisors (North Carolina)
North Carolina
$2.3K
PWA
288
Provenance Wealth Advisors
Florida
$2.07K
QL
289
Quarry LP
New York
$1.84K +$1.64K +32 New
GEA
290
Glen Eagle Advisors
New Jersey
$1.62K +$1.44K +28 New
SIC
291
SJS Investment Consulting
Ohio
$1.61K
AssetMark Inc
292
AssetMark Inc
California
$1.61K
LC
293
Lindbrook Capital
California
$1.61K +$410 +8 +40%
IC
294
Innealta Capital
Texas
$1.61K +$1.44K +28 New
HPC
295
HM Payson & Co
Maine
$1.38K
DPW
296
DiNuzzo Private Wealth
Pennsylvania
$1.38K +$205 +4 +20%
AF
297
Advisornet Financial
Minnesota
$1.15K +$1.02K +20 New
NS
298
NBC Securities
Alabama
$1K
AGWCA
299
Annis Gardner Whiting Capital Advisors
Florida
$921 -$3.89K -76 -83%
GFPC
300
Global Financial Private Client
Florida
$921