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Piper Sandler

192 hedge funds and large institutions have $710M invested in Piper Sandler in 2018 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 50 increasing their positions, 58 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.48% more ownership

Funds ownership: 290.51%290.98% (+0.48%)

3% less funds holding

Funds holding: 197192 (-5)

14% less repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 58

16% less capital invested

Capital invested by funds: $842M → $710M (-$132M)

16% less first-time investments, than exits

New positions opened: 21 | Existing positions closed: 25

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $724K

Holders
192
Holders Change
-5
Holders Change %
-2.54%
% of All Funds
4.28%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
21
Increased
50
Reduced
58
Closed
25
Calls
Puts
$724K
Net Calls
-$724K
Net Calls Change
-$502K
Name Holding Trade Value Shares
Change
Change in
Stake
EWM
151
Edge Wealth Management
New York
$9K
RFM
152
Royal Fund Management
Florida
$7K
SWM
153
SeaCrest Wealth Management
New York
$7K
JA
154
JOYN Advisors
Georgia
$6K -$907 -52 -12%
AF
155
Advisornet Financial
Minnesota
$5K
IA
156
IFP Advisors
Florida
$3K
TNBTD
157
Trustmark National Bank Trust Department
Mississippi
$3K
Toronto Dominion Bank
158
Toronto Dominion Bank
Ontario, Canada
$3K +$3.63K +208 New
WAM
159
Wealthspire Advisors (Maryland)
Maryland
$2K -$907 -52 -32%
GAM
160
Gemmer Asset Management
California
$2K
GSC
161
G&S Capital
Colorado
$2K
TCM
162
Tradewinds Capital Management
Washington
$2K
CAM
163
Cresset Asset Management
Illinois
$2K +$2.02K +116 New
LWM
164
Liberty Wealth Management
California
$2K +$2.16K +124 New
Northwestern Mutual Wealth Management
165
Northwestern Mutual Wealth Management
Wisconsin
$2K +$2.16K +124 New
WOC
166
West Oak Capital
California
$1.12K
DSC
167
Duncker Streett & Co
Missouri
$1K -$628 -36 -39%
AP
168
Atwood & Palmer
Missouri
$1K
BWM
169
Baystate Wealth Management
Massachusetts
$1K
HCM
170
Highlander Capital Management
New Jersey
$1K
PFBT
171
Parkside Financial Bank & Trust
Missouri
$1K
SMG
172
Spectrum Management Group
Indiana
$1K
TWA
173
TCI Wealth Advisors
Arizona
$1K
VFA
174
Valeo Financial Advisors
Indiana
$1K
WT
175
Whittier Trust
California
$1K