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Piper Sandler
PIPR

Overview Fund Activity

196 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, 51 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
196
Holders Change
-6
Holders Change %
-2.97%
% of All Funds
4.49%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
19
Increased
64
Reduced
51
Closed
24
Calls
$1.19M
Puts
$1.41M
Net Calls
-$222K
Net Calls Change
-$24K

Top Buyers

1
BlackRock
1
BlackRock
New York
$170M
2
MCM
2
Maltese Capital Management
New York
$10.6M
3
Millennium Management
3
Millennium Management
New York
$6.15M
4
Nuveen Asset Management
4
Nuveen Asset Management
Illinois
$32.9M
5
Principal Financial Group
5
Principal Financial Group
Iowa
$28.3M

Top Sellers

1
VOYA Investment Management
1
VOYA Investment Management
Georgia
$2.67M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$2.99M
3
American Century Companies
3
American Century Companies
Missouri
$917K
4
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$45.6M
5
LSV Asset Management
5
LSV Asset Management
Illinois
$17.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
WF
151
WealthTrust Fairport
Ohio
$13K – – –
Carson Wealth (CWM LLC)
152
Carson Wealth (CWM LLC)
Nebraska
$13K +$11.7K +158 +878%
VCM
153
Versant Capital Management
Arizona
$12K – – –
LFA
154
Legacy Financial Advisors
Kentucky
$11K – – –
HCM
155
Horrell Capital Management
Arkansas
$11K – – –
EWM
156
Edge Wealth Management
New York
$10K – – –
SWM
157
SeaCrest Wealth Management
New York
$8K – – –
RFM
158
Royal Fund Management
Florida
$8K – – –
JA
159
JOYN Advisors
Georgia
$8K +$291 +4 +4%
Simplex Trading
160
Simplex Trading
Illinois
$7K +$7K +103 New
AF
161
Advisornet Financial
Minnesota
$6K +$1.18K +15 +25%
APP
162
Avantax Planning Partners
Iowa
$6K +$6K +79 New
IA
163
IFP Advisors
Florida
$4K – – –
TA
164
Townsend & Associates
Colorado
$4K – – –
GAM
165
Gemmer Asset Management
California
$3K – – –
WAM
166
Wealthspire Advisors (Maryland)
Maryland
$3K +$1.24K +17 +71%
TNBTD
167
Trustmark National Bank Trust Department
Mississippi
$3K +$3K +38 New
WSTAM
168
Wilbanks Smith & Thomas Asset Management
Virginia
$3K +$3K +39 New
TCM
169
Tradewinds Capital Management
Washington
$2K – – –
DSC
170
Duncker Streett & Co
Missouri
$2K – – –
AP
171
Atwood & Palmer
Missouri
$2K – – –
GSC
172
G&S Capital
Colorado
$2K – – –
TPWA
173
TRUE Private Wealth Advisors
Oregon
$1.57K +$1.57K +21 New
WOC
174
West Oak Capital
California
$1.3K – – –
PFBT
175
Parkside Financial Bank & Trust
Missouri
$1K – – –
5 6
7
8 9