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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
Fidelity Investments
151
Fidelity Investments
Massachusetts
$14K +$14.4K +748 New
WF
152
WealthTrust Fairport
Ohio
$13K
Carson Wealth (CWM LLC)
153
Carson Wealth (CWM LLC)
Nebraska
$13K +$12.1K +632 +878%
VCM
154
Versant Capital Management
Arizona
$12K
HCM
155
Horrell Capital Management
Arkansas
$11K
LFA
156
Legacy Financial Advisors
Kentucky
$11K
EWM
157
Edge Wealth Management
New York
$10K
RFM
158
Royal Fund Management
Florida
$8K
SWM
159
SeaCrest Wealth Management
New York
$8K
JA
160
JOYN Advisors
Georgia
$8K +$307 +16 +4%
Simplex Trading
161
Simplex Trading
Illinois
$7K +$7.91K +412 New
AF
162
Advisornet Financial
Minnesota
$6K +$1.15K +60 +25%
APP
163
Avantax Planning Partners
Iowa
$6K +$6.07K +316 New
IA
164
IFP Advisors
Florida
$4K
TA
165
Townsend & Associates
Colorado
$4K
GAM
166
Gemmer Asset Management
California
$3K
WAM
167
Wealthspire Advisors (Maryland)
Maryland
$3K +$1.31K +68 +71%
TNBTD
168
Trustmark National Bank Trust Department
Mississippi
$3K +$2.92K +152 New
WSTAM
169
Wilbanks Smith & Thomas Asset Management
Virginia
$3K +$3K +156 New
AP
170
Atwood & Palmer
Missouri
$2K
DSC
171
Duncker Streett & Co
Missouri
$2K
GSC
172
G&S Capital
Colorado
$2K
TCM
173
Tradewinds Capital Management
Washington
$2K
TPWA
174
TRUE Private Wealth Advisors
Oregon
$1.57K +$1.61K +84 New
WOC
175
West Oak Capital
California
$1.3K