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Piper Sandler

202 hedge funds and large institutions have $837M invested in Piper Sandler in 2019 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 60 increasing their positions, 52 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

418% more call options, than puts

Call options by funds: $3.27M | Put options by funds: $631K

17.05% more ownership

Funds ownership: 300.03%317.08% (+17%)

15% more repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 52

5% more capital invested

Capital invested by funds: $800M → $837M (+$37.5M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 28

2% less funds holding

Funds holding: 207202 (-5)

Holders
202
Holders Change
-5
Holders Change %
-2.42%
% of All Funds
4.39%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
28
Increased
60
Reduced
52
Closed
28
Calls
$3.27M
Puts
$631K
Net Calls
+$2.64M
Net Calls Change
+$3.1M
Name Holding Trade Value Shares
Change
Change in
Stake
SWA
151
Sutton Wealth Advisors
Florida
$31K
Carson Wealth (CWM LLC)
152
Carson Wealth (CWM LLC)
Nebraska
$29K
GWM
153
Geneos Wealth Management
Colorado
$29K
Fidelity Investments
154
Fidelity Investments
Massachusetts
$19K +$5.22K +276 +37%
ESB
155
Essex Savings Bank
Connecticut
$18K
Federated Hermes
156
Federated Hermes
Pennsylvania
$18K +$18.3K +968 New
RCAG
157
Rehmann Capital Advisory Group
Michigan
$17K
NCM
158
Nelson Capital Management
California
$17K
QCG
159
Quadrant Capital Group
Ohio
$16K
CAPTRUST Financial Advisors
160
CAPTRUST Financial Advisors
North Carolina
$11K
EWM
161
Edge Wealth Management
New York
$10K
PHK
162
Point72 Hong Kong
Hong Kong
$10K +$10.7K +564 New
AG
163
Advisor Group
Arizona
$8K -$7.48K -396 -45%
PWP
164
Personal Wealth Partners
Minnesota
$8K +$8.47K +448 New
VCM
165
Versant Capital Management
Arizona
$7K -$11.6K -616 -59%
WT
166
Whittier Trust
California
$5K
AF
167
Advisornet Financial
Minnesota
$4K -$1.74K -92 -30%
SIC
168
Salem Investment Counselors
North Carolina
$4K +$3.93K +208 New
GAM
169
Gemmer Asset Management
California
$3K
PFO
170
Pathstone Family Office
New Jersey
$3K
FBT
171
First Bank & Trust
South Dakota
$2K
GSC
172
G&S Capital
Colorado
$2K
LWM
173
Liberty Wealth Management
California
$2K
PFBT
174
Parkside Financial Bank & Trust
Missouri
$2K
TCM
175
Tradewinds Capital Management
Washington
$2K