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Piper Sandler
PIPR

Overview Fund Activity

207 hedge funds and large institutions have $800M invested in Piper Sandler in 2019 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 57 increasing their positions, 44 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
207
Holders Change
+15
Holders Change %
+7.81%
% of All Funds
4.49%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
29
Increased
57
Reduced
44
Closed
11
Calls
$320K
Puts
$787K
Net Calls
-$467K
Net Calls Change
+$257K

Top Buyers

1
PWM
PRW Wealth Management
Massachusetts
$3.74M
2
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$2.96M
3
Goldman Sachs
Goldman Sachs
New York
$17M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$4.48M
5
Vanguard Group
Vanguard Group
Pennsylvania
$109M

Top Sellers

1
LSV Asset Management
LSV Asset Management
Illinois
$11.7M
2
BlackRock
BlackRock
New York
$161M
3
KCM
Kennedy Capital Management
Missouri
$10.3M
4
PAM
Panagora Asset Management
Massachusetts
$11.2M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$2.91M
Name Holding Trade Value Shares
Change 		Shares
Change %
Carson Wealth (CWM LLC)
151
Carson Wealth (CWM LLC)
Nebraska
$29K +$6.06K +46 +26%
GWM
152
Geneos Wealth Management
Colorado
$28K – – –
VCM
153
Versant Capital Management
Arizona
$19K +$6.99K +96 +58%
ESB
154
Essex Savings Bank
Connecticut
$18K – – –
NCM
155
Nelson Capital Management
California
$17K – – –
RCAG
156
Rehmann Capital Advisory Group
Michigan
$16.7K – – –
AG
157
Advisor Group
Arizona
$15K – – –
QCG
158
Quadrant Capital Group
Ohio
$15K – – –
Fidelity Investments
159
Fidelity Investments
Massachusetts
$14K – – –
WF
160
WealthTrust Fairport
Ohio
$12K – – –
CAPTRUST Financial Advisors
161
CAPTRUST Financial Advisors
North Carolina
$11K -$6.63K -91 -38%
HCM
162
Horrell Capital Management
Arkansas
$11K – – –
LFA
163
Legacy Financial Advisors
Kentucky
$11K – – –
EWM
164
Edge Wealth Management
New York
$10K – – –
SWM
165
SeaCrest Wealth Management
New York
$8K – – –
MWNA
166
Marshall Wace North America
New York
$7K +$7K +100 New
AF
167
Advisornet Financial
Minnesota
$6K – – –
SIM
168
Sonora Investment Management
Arizona
$6K +$6K +81 New
WT
169
Whittier Trust
California
$5K +$3.79K +50 +313%
Toronto Dominion Bank
170
Toronto Dominion Bank
Ontario, Canada
$4K – – –
BBNA
171
Bremer Bank National Association
Minnesota
$4K +$4K +51 New
FHA
172
Flagship Harbor Advisors
Massachusetts
$3K -$6.38K -100 -68%
GAM
173
Gemmer Asset Management
California
$3K +$783 +12 +35%
WAM
174
Wealthspire Advisors (Maryland)
Maryland
$3K +$1.09K +16 +57%
PFO
175
Pathstone Family Office
New Jersey
$3K +$3K +40 New
5 6
7
8 9