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Piper Sandler

190 hedge funds and large institutions have $594M invested in Piper Sandler in 2020 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 58 increasing their positions, 51 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

25.18% more ownership

Funds ownership: 317.8%342.98% (+25%)

14% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 51

5% less funds holding

Funds holding: 201190 (-11)

27% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 33

34% less capital invested

Capital invested by funds: $906M → $594M (-$312M)

Holders
190
Holders Change
-11
Holders Change %
-5.47%
% of All Funds
4.19%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
24
Increased
58
Reduced
51
Closed
33
Calls
$268K
Puts
Net Calls
+$268K
Net Calls Change
+$708K
Name Holding Trade Value Shares
Change
Change in
Stake
WT
151
Whittier Trust
California
$3K
FWM
152
FSA Wealth Management
Massachusetts
$2K
GAM
153
Gemmer Asset Management
California
$2K
LWA
154
Lenox Wealth Advisors
New York
$2K
LWM
155
Liberty Wealth Management
California
$2K
LWCFA
156
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$2K
SFS
157
Sowell Financial Services
Arkansas
$2K
FBT
158
First Bank & Trust
South Dakota
$2K +$2.49K +140 New
PFO
159
Pathstone Family Office
New Jersey
$2K +$2.85K +160 New
S
160
SignatureFD
Georgia
$1K -$285 -16 -17%
AP
161
Atwood & Palmer
Missouri
$1K
BCM
162
Bourgeon Capital Management
Connecticut
$1K
DSC
163
Duncker Streett & Co
Missouri
$1K
GSC
164
G&S Capital
Colorado
$1K
HCM
165
Highlander Capital Management
New Jersey
$1K
LWANC
166
Laurel Wealth Advisors (North Carolina)
North Carolina
$1K
TWA
167
TCI Wealth Advisors
Arizona
$1K
TCM
168
Tradewinds Capital Management
Washington
$1K
VFA
169
Valeo Financial Advisors
Indiana
$1K
WFMPM
170
Woodley Farra Manion Portfolio Management
Indiana
$1K
PWMG
171
Prestige Wealth Management Group
New Jersey
$1K +$1.35K +76 New
CAW
172
Cornerstone Advisors (Washington)
Washington
$1K +$1.5K +84 New
EWM
173
EPG Wealth Management
Georgia
$1K +$2.07K +116 New
GFPC
174
Global Financial Private Client
Florida
$190
APA
175
American Portfolios Advisors
New York
$51