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Piper Sandler

188 hedge funds and large institutions have $619M invested in Piper Sandler in 2017 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 58 increasing their positions, 66 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

42.15% more ownership

Funds ownership: 280.96%323.11% (+42%)

6% less funds holding

Funds holding: 201188 (-13)

9% less capital invested

Capital invested by funds: $680M → $619M (-$60.9M)

12% less repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 66

34% less first-time investments, than exits

New positions opened: 21 | Existing positions closed: 32

88% less call options, than puts

Call options by funds: $1.18M | Put options by funds: $9.96M

Holders
188
Holders Change
-13
Holders Change %
-6.47%
% of All Funds
4.69%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
21
Increased
58
Reduced
66
Closed
32
Calls
$1.18M
Puts
$9.96M
Net Calls
-$8.78M
Net Calls Change
-$3.33M
Name Holding Trade Value Shares
Change
Change in
Stake
GWM
151
Geneos Wealth Management
Colorado
$23K -$604 -40 -2%
Simplex Trading
152
Simplex Trading
Illinois
$11K -$419K -27,752 -97%
QCG
153
Quadrant Capital Group
Ohio
$11K
Envestnet Asset Management
154
Envestnet Asset Management
Illinois
$9K -$51.1K -3,384 -85%
EFSCE
155
Enterprise Financial Services Corp (EFSC)
Missouri
$9K
HCM
156
Horrell Capital Management
Arkansas
$9K
AIM
157
Acrospire Investment Management
Illinois
$9K +$9.12K +604 New
EWM
158
Edge Wealth Management
New York
$8K
Lazard Asset Management
159
Lazard Asset Management
New York
$7K -$906 -60 -11%
PAI
160
Pittenger & Anderson Inc
Nebraska
$7K
BWA
161
Burt Wealth Advisors
Maryland
$5K
AG
162
Advisor Group
Arizona
$5K +$845 +56 +17%
SEI Investments
163
SEI Investments
Pennsylvania
$4K -$241 -16 -5%
BBHC
164
Brown Brothers Harriman & Co
New York
$4K
BFEC
165
Benjamin F. Edwards & Company
Missouri
$3K
MA
166
MUFG Americas
New York
$3K +$2.72K +180 New
SIC
167
Salem Investment Counselors
North Carolina
$3K +$3.14K +208 New
MLFP
168
MPS Loria Financial Planners
Illinois
$3K +$3.2K +212 New
GAM
169
Gemmer Asset Management
California
$2K
GT
170
Glenmede Trust
Pennsylvania
$2K
WAM
171
Wealthspire Advisors (Maryland)
Maryland
$2K +$1.99K +132 New
WOC
172
West Oak Capital
California
$1.02K
DADC
173
D.A. Davidson & Co
Montana
$1K -$60.5K -4,008 -98%
DSC
174
Duncker Streett & Co
Missouri
$1K -$1.21K -80 -47%
AA
175
AlphaMark Advisors
Kentucky
$1K