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Piper Sandler

201 hedge funds and large institutions have $906M invested in Piper Sandler in 2019 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 65 increasing their positions, 57 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 22

14% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 57

5% more capital invested

Capital invested by funds: $867M → $906M (+$39.2M)

1% less funds holding

Funds holding: 203201 (-2)

6.11% less ownership

Funds ownership: 323.91%317.8% (-6.1%)

52% less call options, than puts

Call options by funds: $400K | Put options by funds: $840K

Holders
201
Holders Change
-2
Holders Change %
-0.99%
% of All Funds
3.96%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
27
Increased
65
Reduced
57
Closed
22
Calls
$400K
Puts
$840K
Net Calls
-$440K
Net Calls Change
-$3.56M
Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
126
Creative Planning
Kansas
$215K +$620 +32 +0.3%
HighTower Advisors
127
HighTower Advisors
Illinois
$213K +$1.55K +80 +0.8%
BC
128
Burney Company
Virginia
$211K +$205K +10,564 New
Bank of Montreal
129
Bank of Montreal
Ontario, Canada
$168K +$36.6K +1,888 +29%
BCWM
130
Bartlett & Co Wealth Management
Ohio
$164K -$697 -36 -0.4%
AAM
131
Advisors Asset Management
Colorado
$134K -$2.87K -148 -2%
FMII
132
Farmers & Merchants Investments Inc
Nebraska
$130K -$38K -1,960 -23%
Marshall Wace
133
Marshall Wace
United Kingdom
$114K +$111K +5,720 New
TFO
134
Tarbox Family Office
California
$108K
AIP
135
Ameritas Investment Partners
Nebraska
$95K
First Manhattan
136
First Manhattan
New York
$63K
Zurich Cantonal Bank
137
Zurich Cantonal Bank
Switzerland
$63K
IRC
138
Investors Research Corp
Georgia
$56K
LTFS
139
Ladenburg Thalmann Financial Services
Florida
$55K +$13.5K +696 +30%
Ohio Public Employees Retirement System (OPERS)
140
Ohio Public Employees Retirement System (OPERS)
Ohio
$49K -$1.3M -66,912 -96%
MOACM
141
Mutual of America Capital Management
New York
$41K -$775 -40 -2%
Fifth Third Bancorp
142
Fifth Third Bancorp
Ohio
$39K
LIA
143
LS Investment Advisors
Michigan
$34K
SWA
144
Sutton Wealth Advisors
Florida
$33.3K
GWM
145
Geneos Wealth Management
Colorado
$33K
Carson Wealth (CWM LLC)
146
Carson Wealth (CWM LLC)
Nebraska
$29K
Macquarie Group
147
Macquarie Group
Australia
$24K -$116K -6,000 -83%
QCG
148
Quadrant Capital Group
Ohio
$22K +$5.19K +268 +31%
Fidelity Investments
149
Fidelity Investments
Massachusetts
$20K -$891K -46,000 -98%
GT
150
Glenmede Trust
Pennsylvania
$14K +$6.51K +336 +82%