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Piper Sandler

234 hedge funds and large institutions have $1.56B invested in Piper Sandler in 2023 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 74 increasing their positions, 73 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

6.73% more ownership

Funds ownership: 267.03%273.76% (+6.7%)

1% more repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 73

5% less funds holding

Funds holding: 246234 (-12)

5% less capital invested

Capital invested by funds: $1.65B → $1.56B (-$90.2M)

11% less call options, than puts

Call options by funds: $2.21M | Put options by funds: $2.48M

33% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 36

Holders
234
Holders Change
-12
Holders Change %
-4.88%
% of All Funds
3.67%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
24
Increased
74
Reduced
73
Closed
36
Calls
$2.21M
Puts
$2.48M
Net Calls
-$264K
Net Calls Change
-$3.74M
Name Holding Trade Value Shares
Change
Change in
Stake
TI
151
Truepoint Inc
Ohio
$251K +$132 +4 +0.1%
Amundi
152
Amundi
France
$248K
Osaic Holdings
153
Osaic Holdings
Arizona
$241K +$5.42K +164 +2%
PAMS
154
Pictet Asset Management (Switzerland)
Switzerland
$220K -$43.9K -1,328 -16%
MYIA
155
Mount Yale Investment Advisors
Colorado
$213K -$16.9K -512 -7%
FMII
156
Farmers & Merchants Investments Inc
Nebraska
$208K
AIP
157
Ameritas Investment Partners
Nebraska
$185K +$12.3K +372 +7%
KBC Group
158
KBC Group
Belgium
$143K
MLICM
159
Metropolitan Life Insurance Company (MetLife)
New York
$122K
IRC
160
Investors Research Corp
Georgia
$90.5K
Fifth Third Bancorp
161
Fifth Third Bancorp
Ohio
$77.2K -$5.81K -176 -7%
SC
162
SouthState Corp
Florida
$76.8K
TRCT
163
Tower Research Capital (TRC)
New York
$55.7K -$11.5K -348 -17%
SI
164
Stephens Inc
Arkansas
$52.1K +$46.6K +1,412 +706%
DZ Bank
165
DZ Bank
Germany
$50.4K +$51.5K +1,560 New
HI
166
Harbour Investments
Wisconsin
$49.5K
Carson Wealth (CWM LLC)
167
Carson Wealth (CWM LLC)
Nebraska
$40K +$1.58K +48 +4%
ACM
168
Aquatic Capital Management
Illinois
$39K +$13.2K +400 +50%
QCG
169
Quadrant Capital Group
Ohio
$37.9K +$4.23K +128 +12%
WP
170
WealthPLAN Partners
Nebraska
$27.4K
MTIC
171
Missouri Trust & Investment Company
Missouri
$26.2K
BCWM
172
Bartlett & Co Wealth Management
Ohio
$24K
BC
173
Bartlett & Co
Ohio
$24K
LF
174
Lee Financial
Texas
$17.2K
FP
175
Financial Perspectives
Minnesota
$13.3K