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Piper Sandler

201 hedge funds and large institutions have $906M invested in Piper Sandler in 2019 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 65 increasing their positions, 57 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 22

14% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 57

5% more capital invested

Capital invested by funds: $867M → $906M (+$39.2M)

1% less funds holding

Funds holding: 203201 (-2)

6.11% less ownership

Funds ownership: 323.91%317.8% (-6.1%)

52% less call options, than puts

Call options by funds: $400K | Put options by funds: $840K

Holders
201
Holders Change
-2
Holders Change %
-0.99%
% of All Funds
3.96%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
27
Increased
65
Reduced
57
Closed
22
Calls
$400K
Puts
$840K
Net Calls
-$440K
Net Calls Change
-$3.56M
Name Holding Trade Value Shares
Change
Change in
Stake
EW
151
Evoke Wealth
California
$13.4K
VCM
152
Versant Capital Management
Arizona
$13K
IUHSA
153
Itau Unibanco Holding S.A.
Brazil
$13K +$13K +672 New
AG
154
Advisor Group
Arizona
$12K +$6.82K +352 +124%
PWP
155
Personal Wealth Partners
Minnesota
$9K +$77 +4 +0.9%
FP
156
Financial Perspectives
Minnesota
$8.55K +$8.29K +428 New
FPB
157
First PREMIER Bank
South Dakota
$8K
GRP
158
Global Retirement Partners
California
$8K
WT
159
Whittier Trust
California
$5K
AF
160
Advisornet Financial
Minnesota
$4K -$4.18K -216 -50%
GAM
161
Gemmer Asset Management
California
$4K
SIC
162
Salem Investment Counselors
North Carolina
$4K
Toronto Dominion Bank
163
Toronto Dominion Bank
Ontario, Canada
$4K
LWCFA
164
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$4K +$3.49K +180 New
SFS
165
Sowell Financial Services
Arkansas
$3K
FWM
166
FSA Wealth Management
Massachusetts
$3K +$3.18K +164 New
AP
167
Atwood & Palmer
Missouri
$2K
LWA
168
Lenox Wealth Advisors
New York
$2K
LWM
169
Liberty Wealth Management
California
$2K
PFBT
170
Parkside Financial Bank & Trust
Missouri
$2K
TCM
171
Tradewinds Capital Management
Washington
$2K
S
172
SignatureFD
Georgia
$2K +$155 +8 +9%
WFMPM
173
Woodley Farra Manion Portfolio Management
Indiana
$2K +$2.09K +108 New
OSAM
174
O'Shaughnessy Asset Management
Connecticut
$1K -$310 -16 -36%
IA
175
IFP Advisors
Florida
$1K -$77 -4 -10%