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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
PWMG
301
Private Wealth Management Group
New Jersey
$4.83K
GM
302
GeoWealth Management
Illinois
$4.82K +$4.45K +68 New
FFA
303
Frazier Financial Advisors
Ohio
$4.54K -$523 -8 -11%
CSWM
304
Cassady Schiller Wealth Management
Ohio
$4.26K
GRP
305
Global Retirement Partners
California
$3.97K -$31.9K -488 -90%
RWM
306
Reston Wealth Management
Virginia
$3.97K +$3.66K +56 New
WSFS
307
Wilmington Savings Fund Society
Delaware
$3.69K +$3.4K +52 New
FPF
308
First Pacific Financial
Washington
$3.41K
CFD
309
Creative Financial Designs
Indiana
$3.12K
HFS
310
Hantz Financial Services
Michigan
$3K -$1.72M -26,228 -100%
LWANC
311
Laurel Wealth Advisors (North Carolina)
North Carolina
$2.84K
DCBT
312
Dakota Community Bank & Trust
North Dakota
$2.84K
FFO
313
Fortitude Family Office
Arizona
$2.84K +$2.62K +40 New
PWA
314
Provenance Wealth Advisors
Florida
$2.55K
JFGIW
315
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2.27K -$2.09K -32 -50%
GEA
316
Glen Eagle Advisors
New Jersey
$2K
SIC
317
SJS Investment Consulting
Ohio
$1.99K
AssetMark Inc
318
AssetMark Inc
California
$1.99K
LC
319
Lindbrook Capital
California
$1.99K
HPC
320
HM Payson & Co
Maine
$1.7K
AF
321
Advisornet Financial
Minnesota
$1.7K +$262 +4 +20%
IA
322
IFP Advisors
Florida
$1.7K +$1.57K +24 New
GFPC
323
Global Financial Private Client
Florida
$1.14K
CAM
324
Clarity Asset Management
Iowa
$1.11K
NS
325
NBC Securities
Alabama
$1K