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Piper Sandler
PIPR

Overview Fund Activity

246 hedge funds and large institutions have $1.65B invested in Piper Sandler in 2023 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 69 increasing their positions, 79 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
246
Holders Change
+1
Holders Change %
+0.41%
% of All Funds
3.94%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
36
Increased
69
Reduced
79
Closed
33
Calls
$5.6M
Puts
$2.12M
Net Calls
+$3.48M
Net Calls Change
+$5.99M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$15.2M
2
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$40.3M
3
Vanguard Group
Vanguard Group
Pennsylvania
$266M
4
Verition Fund Management
Verition Fund Management
Connecticut
$9.36M
5
ACL
Azora Capital LP
Florida
$8.37M

Top Sellers

1
Principal Financial Group
Principal Financial Group
Iowa
$11.6M
2
BlackRock
BlackRock
New York
$333M
3
Millennium Management
Millennium Management
New York
$867K
4
Goldman Sachs
Goldman Sachs
New York
$25.1M
5
BGIM
Brandywine Global Investment Management
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of Montreal
126
Bank of Montreal
Ontario, Canada
$444K +$84.2K +607 +23%
SAM
127
Shell Asset Management
Netherlands
$443K -$1.53K -11 -0.3%
WCM
128
Wallace Capital Management
Texas
$442K – – –
E
129
Ergoteles
New York
$430K +$430K +3,100 New
QT
130
Quantbot Technologies
New York
$401K +$401K +2,896 New
MOACM
131
Mutual of America Capital Management
New York
$391K -$19.5K -141 -5%
Creative Planning
132
Creative Planning
Kansas
$374K -$25.1K -181 -6%
RFC
133
Regions Financial Corp
Alabama
$366K +$1.53K +11 +0.4%
PI
134
Putnam Investments
Massachusetts
$337K -$13.6K -98 -4%
SG Americas Securities
135
SG Americas Securities
New York
$337K +$185K +1,334 +122%
CAPTRUST Financial Advisors
136
CAPTRUST Financial Advisors
North Carolina
$337K +$8.87K +64 +3%
Neuberger Berman Group
137
Neuberger Berman Group
New York
$337K +$19.5K +141 +6%
ProShare Advisors
138
ProShare Advisors
Maryland
$335K -$31.7K -229 -9%
Public Employees Retirement Association of Colorado
139
Public Employees Retirement Association of Colorado
Colorado
$325K – – –
CAM
140
Cresset Asset Management
Illinois
$319K +$319K +2,304 New
Zurich Cantonal Bank
141
Zurich Cantonal Bank
Switzerland
$312K +$32.9K +237 +12%
Wellington Management Group
142
Wellington Management Group
Massachusetts
$301K +$301K +2,174 New
LPL Financial
143
LPL Financial
California
$297K -$6.51K -47 -2%
SC
144
Schulhoff & Co
Ohio
$293K – – –
DWM
145
Destination Wealth Management
California
$284K – – –
Lido Advisors
146
Lido Advisors
California
$283K +$283K +2,044 New
PAMS
147
Pictet Asset Management (Switzerland)
Switzerland
$282K – – –
TI
148
Truepoint Inc
Ohio
$269K – – –
Osaic Holdings
149
Osaic Holdings
Arizona
$253K -$62.7K -452 -20%
Amundi
150
Amundi
France
$247K +$247K +1,886 New
4 5
6
7 8