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Piper Sandler

217 hedge funds and large institutions have $1.52B invested in Piper Sandler in 2021 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 68 increasing their positions, 70 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more capital invested

Capital invested by funds: $1.3B → $1.52B (+$220M)

17% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 18

1% more call options, than puts

Call options by funds: $1.04M | Put options by funds: $1.02M

1% more funds holding

Funds holding: 215217 (+2)

3% less repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 70

3.32% less ownership

Funds ownership: 261.45%258.13% (-3.3%)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
217
Holders Change
+2
Holders Change %
+0.93%
% of All Funds
3.78%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
21
Increased
68
Reduced
70
Closed
18
Calls
$1.04M
Puts
$1.02M
Net Calls
+$13K
Net Calls Change
-$4.96M
Name Holding Trade Value Shares
Change
Change in
Stake
TRCT
151
Tower Research Capital (TRC)
New York
$94K -$72.8K -2,376 -45%
IRC
152
Investors Research Corp
Georgia
$91K
Fifth Third Bancorp
153
Fifth Third Bancorp
Ohio
$78K -$1.1K -36 -1%
SWA
154
Sutton Wealth Advisors
Florida
$72.4K -$123 -4 -0.2%
SC
155
SouthState Corp
Florida
$67K
HI
156
Harbour Investments
Wisconsin
$63K
GWM
157
Geneos Wealth Management
Colorado
$47K -$245 -8 -0.5%
QT
158
Quantbot Technologies
New York
$45K +$43.2K +1,412 New
QCG
159
Quadrant Capital Group
Ohio
$30K
Carson Wealth (CWM LLC)
160
Carson Wealth (CWM LLC)
Nebraska
$29K
PCG
161
Private Capital Group
Connecticut
$27K +$4.17K +136 +20%
Fidelity Investments
162
Fidelity Investments
Massachusetts
$27K +$17.4K +568 +218%
CFG
163
CKW Financial Group
Hawaii
$27K +$25.1K +820 New
EW
164
Evoke Wealth
California
$22K
VCM
165
Versant Capital Management
Arizona
$16K -$490 -16 -3%
LF
166
Lee Financial
Texas
$16K
PWP
167
Personal Wealth Partners
Minnesota
$15K +$13.8K +452 New
AF
168
Advisornet Financial
Minnesota
$14K
FP
169
Financial Perspectives
Minnesota
$13.3K -$1.37M -44,764 -99%
FPB
170
First PREMIER Bank
South Dakota
$13K
GRP
171
Global Retirement Partners
California
$13K
ST
172
Sageworth Trust
Pennsylvania
$12K +$11K +360 New
PFBT
173
Parkside Financial Bank & Trust
Missouri
$8K +$368 +12 +5%
TWA
174
TCI Wealth Advisors
Arizona
$8K +$1.35K +44 +20%
SIC
175
Salem Investment Counselors
North Carolina
$7K