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Piper Sandler
PIPR

203 hedge funds and large institutions have $862M invested in Piper Sandler in 2018 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 64 increasing their positions, 49 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 49

0.96% less ownership

Funds ownership: 296.09% → 295.13% (-0.96%)

7% less funds holding

Funds holding: 219 → 203 (-16)

8% less capital invested

Capital invested by funds: $934M → $862M (-$72.5M)

15% less call options, than puts

Call options by funds: $1.12M | Put options by funds: $1.32M

44% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 34

Holders
203
Holders Change
-16
Holders Change %
-7.31%
% of All Funds
4.65%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
19
Increased
64
Reduced
49
Closed
34
Calls
$1.12M
Puts
$1.32M
Net Calls
-$198K
Net Calls Change
-$1.55M

Top Buyers

1
Victory Capital Management
Victory Capital Management
Texas
+$23.2M
2
N
Nuveen
North Carolina
+$14.6M
3
BlackRock
BlackRock
New York
+$9.82M
4
Principal Financial Group
Principal Financial Group
Iowa
+$8.25M
5
Renaissance Technologies
Renaissance Technologies
New York
+$5.95M

Top Sellers

1
Man Group
Man Group
United Kingdom
-$11.4M
2
Acadian Asset Management
Acadian Asset Management
Massachusetts
-$8.46M
3
LSV Asset Management
LSV Asset Management
Illinois
-$7.35M
4
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
-$6.43M
5
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$6.39M
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of Montreal
126
Bank of Montreal
Ontario, Canada
$175K +$19.4K +992 +12%
EP
127
Elkfork Partners
Oregon
$163K – – –
FMII
128
Farmers & Merchants Investments Inc
Nebraska
$161K – – –
BC
129
Bartlett & Co
Ohio
$158K – – –
CIBC Private Wealth Group
130
CIBC Private Wealth Group
Georgia
$158K +$391 +20 +0.2%
BCWM
131
Bartlett & Co Wealth Management
Ohio
$158K – – –
TRCT
132
Tower Research Capital (TRC)
New York
$149K +$148K +7,584 +3,869%
LTFS
133
Ladenburg Thalmann Financial Services
Florida
$144K – – –
GHCM
134
Glen Harbor Capital Management
California
$128K – – –
RCM
135
Riverhead Capital Management
Delaware
$105K – – –
TFO
136
Tarbox Family Office
California
$102K – – –
Zurich Cantonal Bank
137
Zurich Cantonal Bank
Switzerland
$98K – – –
NA
138
Neuburgh Advisers
California
$93K – – –
AIP
139
Ameritas Investment Partners
Nebraska
$92K – – –
First Manhattan
140
First Manhattan
New York
$61K – – –
HMS
141
Hanseatic Management Services
New Mexico
$59K +$58.5K +2,988 +2,767%
Fifth Third Bancorp
142
Fifth Third Bancorp
Ohio
$38K -$3.92K -200 -9%
SWA
143
Sutton Wealth Advisors
Florida
$32K – – –
LIA
144
LS Investment Advisors
Michigan
$32K – – –
GWM
145
Geneos Wealth Management
Colorado
$30K – – –
MAM
146
Meeder Asset Management
Ohio
$22.6K -$34.3K -1,752 -60%
CAPTRUST Financial Advisors
147
CAPTRUST Financial Advisors
North Carolina
$19K +$18.9K +968 New
NCM
148
Nelson Capital Management
California
$18K +$17.9K +916 New
RCAG
149
Rehmann Capital Advisory Group
Michigan
$17.6K – – –
QCG
150
Quadrant Capital Group
Ohio
$16K – – –
4 5
6
7 8

PIPR Hedge Fund Activity: Q2 2018 in Review

203 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Piper Sandler (PIPR) for Q2 2018, worth a combined $862M — down 7.8% from $934M a quarter earlier.

Sellers outnumbered buyers: 34 funds closed out of PIPR and 19 opened new positions — a net loss of 15 holders — while 49 trimmed existing stakes and 64 added.

The largest buyer was Victory Capital Management, opening a new position worth an estimated $23.2M. The largest seller was Man Group, cutting an estimated $11.4M.

  • 203 institutional investors held Piper Sandler (PIPR) as of Q2 2018, down from 219 in Q1 2018.
  • Funds reported $862M of Piper Sandler stock for Q2 2018, down 7.8% quarter-over-quarter.
  • 19 funds opened new Piper Sandler positions in Q2 2018 and 34 closed out, a net change of -15 holders.
  • The largest Piper Sandler buyer in Q2 2018 was Victory Capital Management, an estimated $23.2M added.
  • The largest Piper Sandler seller in Q2 2018 was Man Group, an estimated $11.4M sold.

Based on aggregated 13F filings for Q2 2018.