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Piper Sandler

197 hedge funds and large institutions have $690M invested in Piper Sandler in 2020 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 50 increasing their positions, 66 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

192% more call options, than puts

Call options by funds: $899K | Put options by funds: $308K

37% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 19

16% more capital invested

Capital invested by funds: $594M → $690M (+$95.5M)

4% more funds holding

Funds holding: 190197 (+7)

24% less repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 66

83.14% less ownership

Funds ownership: 342.98%259.83% (-83%)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
197
Holders Change
+7
Holders Change %
+3.68%
% of All Funds
4.04%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
26
Increased
50
Reduced
66
Closed
19
Calls
$899K
Puts
$308K
Net Calls
+$591K
Net Calls Change
+$323K
Name Holding Trade Value Shares
Change
Change in
Stake
FPB
151
First PREMIER Bank
South Dakota
$6K
GRP
152
Global Retirement Partners
California
$6K
WT
153
Whittier Trust
California
$3K -$902 -64 -24%
GAM
154
Gemmer Asset Management
California
$3K
LWCFA
155
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$3K
SIC
156
Salem Investment Counselors
North Carolina
$3K
Toronto Dominion Bank
157
Toronto Dominion Bank
Ontario, Canada
$3K
CAN
158
Cetera Advisor Networks
California
$3K +$2.54K +180 New
SIM
159
Sonora Investment Management
Arizona
$3K +$2.82K +200 New
MLFP
160
MPS Loria Financial Planners
Illinois
$3K +$2.99K +212 New
FWM
161
FSA Wealth Management
Massachusetts
$2K
LWA
162
Lenox Wealth Advisors
New York
$2K
LWM
163
Liberty Wealth Management
California
$2K
PFO
164
Pathstone Family Office
New Jersey
$2K
SFS
165
Sowell Financial Services
Arkansas
$2K
TCM
166
Tradewinds Capital Management
Washington
$2K
S
167
SignatureFD
Georgia
$2K +$620 +44 +55%
TWA
168
TCI Wealth Advisors
Arizona
$2K +$1.13K +80 +133%
AP
169
Atwood & Palmer
Missouri
$1K
BCM
170
Bourgeon Capital Management
Connecticut
$1K
CMA
171
Cedar Mountain Advisors
Oregon
$1K
CAW
172
Cornerstone Advisors (Washington)
Washington
$1K
DSC
173
Duncker Streett & Co
Missouri
$1K
HCM
174
Highlander Capital Management
New Jersey
$1K
LWANC
175
Laurel Wealth Advisors (North Carolina)
North Carolina
$1K