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Piper Sandler

197 hedge funds and large institutions have $842M invested in Piper Sandler in 2018 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 64 increasing their positions, 52 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 52

2% less capital invested

Capital invested by funds: $862M → $842M (-$20M)

3% less funds holding

Funds holding: 203197 (-6)

4.62% less ownership

Funds ownership: 295.13%290.51% (-4.6%)

16% less call options, than puts

Call options by funds: $1.19M | Put options by funds: $1.41M

21% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 24

Holders
197
Holders Change
-6
Holders Change %
-2.96%
% of All Funds
4.5%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
19
Increased
64
Reduced
52
Closed
24
Calls
$1.19M
Puts
$1.41M
Net Calls
-$222K
Net Calls Change
-$24K
Name Holding Trade Value Shares
Change
Change in
Stake
AAM
126
Advisors Asset Management
Colorado
$126K +$127K +6,604 New
RCM
127
Riverhead Capital Management
Delaware
$120K +$15.4K +800 +15%
WTB
128
Washington Trust Bank
Washington
$110K -$101K -5,236 -48%
NA
129
Neuburgh Advisers
California
$105K +$12.3K +640 +13%
TFO
130
Tarbox Family Office
California
$101K
Zurich Cantonal Bank
131
Zurich Cantonal Bank
Switzerland
$97K
AIP
132
Ameritas Investment Partners
Nebraska
$91K
First Manhattan
133
First Manhattan
New York
$61K
HMS
134
Hanseatic Management Services
New Mexico
$57K -$2.38K -124 -4%
RFA
135
Reilly Financial Advisors
California
$50K +$49.9K +2,600 New
AIM
136
Assured Investment Management
New York
$45K +$45.5K +2,368 New
LTFS
137
Ladenburg Thalmann Financial Services
Florida
$42K -$90.9K -4,732 -69%
Fifth Third Bancorp
138
Fifth Third Bancorp
Ohio
$37K
LIA
139
LS Investment Advisors
Michigan
$35K +$2.46K +128 +8%
SWA
140
Sutton Wealth Advisors
Florida
$31.8K
GWM
141
Geneos Wealth Management
Colorado
$29K
MAM
142
Meeder Asset Management
Ohio
$26K +$4.07K +212 +18%
MOACM
143
Mutual of America Capital Management
New York
$22K +$18.2K +948 +456%
CAPTRUST Financial Advisors
144
CAPTRUST Financial Advisors
North Carolina
$18K
RCAG
145
Rehmann Capital Advisory Group
Michigan
$17.5K
TRCT
146
Tower Research Capital (TRC)
New York
$17K -$132K -6,900 -89%
NCM
147
Nelson Capital Management
California
$17K
QCG
148
Quadrant Capital Group
Ohio
$16K
FHA
149
Flagship Harbor Advisors
Massachusetts
$14K +$154 +8 +1%
AG
150
Advisor Group
Arizona
$14K +$8.22K +428 +126%