We are live on ! Find out more
PIPR icon

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
PTC
276
Private Trust Company
Ohio
$13.6K +$3.4K +52 +37%
CA
277
Claris Advisors
Missouri
$12.5K +$11.5K +176 New
FWM
278
FSA Wealth Management
Massachusetts
$11.6K +$10.7K +164 New
UB
279
UMB Bank
Missouri
$10.8K +$4.71K +72 +90%
GIA
280
GHP Investment Advisors
Colorado
$10.3K
MPWT
281
MassMutual Private Wealth & Trust
Connecticut
$9.93K -$3.14K -48 -26%
HWM
282
HighMark Wealth Management
Minnesota
$9.7K
FCT
283
First Community Trust
Iowa
$9.65K
FCM
284
Fourpath Capital Management
Oklahoma
$9.37K +$8.63K +132 New
HIM
285
Hillsdale Investment Management
Ontario, Canada
$8.51K
HNB
286
Huntington National Bank
Ohio
$8.23K +$4.71K +72 +164%
PFG
287
Peterson Financial Group
Iowa
$8.01K +$7.33K +112 New
HWM
288
Hemington Wealth Management
Virginia
$8K +$7.59K +116 New
ATS
289
Ashton Thomas Securities
New York
$7.66K +$7.06K +108 New
BIA
290
Bell Investment Advisors
California
$7.1K
DPW
291
DiNuzzo Private Wealth
Pennsylvania
$7.1K +$4.97K +76 +317%
NI
292
NCP Inc
California
$7.09K -$6.54K -100 -50%
RIL
293
Rothschild Investment LLC
Illinois
$6.24K +$2.88K +44 +100%
Jones Financial Companies
294
Jones Financial Companies
Missouri
$6.24K +$5.49K +84 +2,100%
Mitsubishi UFJ Asset Management
295
Mitsubishi UFJ Asset Management
Japan
$5.96K
VCM
296
Versant Capital Management
Arizona
$5.96K
PWMG
297
Prestige Wealth Management Group
New Jersey
$5.39K
JWA
298
JFS Wealth Advisors
Pennsylvania
$5.39K +$262 +4 +6%
SCM
299
Sterling Capital Management
North Carolina
$5.11K +$4.71K +72 New
Cohen & Steers
300
Cohen & Steers
New York
$5K