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Piper Sandler

221 hedge funds and large institutions have $1.17B invested in Piper Sandler in 2020 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 55 increasing their positions, 66 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 15

40% more capital invested

Capital invested by funds: $841M → $1.17B (+$333M)

31% more call options, than puts

Call options by funds: $1.35M | Put options by funds: $1.03M

12% more funds holding

Funds holding: 198221 (+23)

2.86% more ownership

Funds ownership: 258.01%260.87% (+2.9%)

17% less repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 66

Holders
221
Holders Change
+23
Holders Change %
+11.62%
% of All Funds
3.91%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
40
Increased
55
Reduced
66
Closed
15
Calls
$1.35M
Puts
$1.03M
Net Calls
+$323K
Net Calls Change
-$421K
Name Holding Trade Value Shares
Change
Change in
Stake
Fifth Third Bancorp
151
Fifth Third Bancorp
Ohio
$60K -$15.8K -696 -23%
SWA
152
Sutton Wealth Advisors
Florida
$56.5K -$4.08K -180 -7%
SC
153
SouthState Corp
Florida
$52K
GWM
154
Geneos Wealth Management
Colorado
$40K
Federated Hermes
155
Federated Hermes
Pennsylvania
$32K +$726 +32 +3%
Carson Wealth (CWM LLC)
156
Carson Wealth (CWM LLC)
Nebraska
$29K
QCG
157
Quadrant Capital Group
Ohio
$24K +$2.36K +104 +12%
QT
158
Quantbot Technologies
New York
$22K +$20K +880 New
PCG
159
Private Capital Group
Connecticut
$19K +$1.36K +60 +9%
EW
160
Evoke Wealth
California
$17K
CAPTRUST Financial Advisors
161
CAPTRUST Financial Advisors
North Carolina
$16K +$2.54K +112 +21%
VCM
162
Versant Capital Management
Arizona
$13K
LF
163
Lee Financial
Texas
$12K +$2.27K +100 +26%
AF
164
Advisornet Financial
Minnesota
$11K
VCG
165
Vantage Consulting Group
Virginia
$11K +$9.53K +420 New
PWPS
166
Pinnacle Wealth Planning Services
Ohio
$11K +$9.89K +436 New
FP
167
Financial Perspectives
Minnesota
$10.8K
FPB
168
First PREMIER Bank
South Dakota
$10K
GRP
169
Global Retirement Partners
California
$10K
Fidelity Investments
170
Fidelity Investments
Massachusetts
$9K -$6.08K -268 -43%
FCH
171
Freestone Capital Holdings
Washington
$6.46K
SFS
172
Sowell Financial Services
Arkansas
$6K +$726 +32 +16%
PFBT
173
Parkside Financial Bank & Trust
Missouri
$6K +$3.36K +148 +168%
GAM
174
Gemmer Asset Management
California
$5K
MLFP
175
MPS Loria Financial Planners
Illinois
$5K