We are live on ! Find out more
PIPR icon

Piper Sandler

181 hedge funds and large institutions have $613M invested in Piper Sandler in 2017 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 60 increasing their positions, 54 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 54

1% less capital invested

Capital invested by funds: $619M → $613M (-$6.71M)

4% less funds holding

Funds holding: 188181 (-7)

23% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 22

27% less call options, than puts

Call options by funds: $727K | Put options by funds: $1M

49.83% less ownership

Funds ownership: 323.11%273.28% (-50%)

Holders
181
Holders Change
-7
Holders Change %
-3.72%
% of All Funds
4.51%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
17
Increased
60
Reduced
54
Closed
22
Calls
$727K
Puts
$1M
Net Calls
-$275K
Net Calls Change
+$8.5M
Name Holding Trade Value Shares
Change
Change in
Stake
EWM
151
Edge Wealth Management
New York
$8K
Lazard Asset Management
152
Lazard Asset Management
New York
$7K
PAI
153
Pittenger & Anderson Inc
Nebraska
$7K
BWA
154
Burt Wealth Advisors
Maryland
$6K
AG
155
Advisor Group
Arizona
$5K -$472 -32 -8%
BBHC
156
Brown Brothers Harriman & Co
New York
$4K
SEI Investments
157
SEI Investments
Pennsylvania
$4K
BFEC
158
Benjamin F. Edwards & Company
Missouri
$3K
MA
159
MUFG Americas
New York
$3K
SIC
160
Salem Investment Counselors
North Carolina
$3K
GAM
161
Gemmer Asset Management
California
$2K
GT
162
Glenmede Trust
Pennsylvania
$2K
TCM
163
Tradewinds Capital Management
Washington
$2K +$1.65K +112 New
WOC
164
West Oak Capital
California
$1.01K
AA
165
AlphaMark Advisors
Kentucky
$1K
BWM
166
Baystate Wealth Management
Massachusetts
$1K
CPA
167
Clear Perspective Advisors
Illinois
$1K
DSC
168
Duncker Streett & Co
Missouri
$1K
HCM
169
Highlander Capital Management
New Jersey
$1K
PFBT
170
Parkside Financial Bank & Trust
Missouri
$1K
TWA
171
TCI Wealth Advisors
Arizona
$1K
WT
172
Whittier Trust
California
$1K
Carson Wealth (CWM LLC)
173
Carson Wealth (CWM LLC)
Nebraska
$1K +$118 +8 +13%
CBT
174
Central Bank & Trust
Kentucky
$1K +$1.48K +100 New
BA
175
Boston Advisors
Massachusetts
-$4M -267,020 Closed