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Piper Sandler

258 hedge funds and large institutions have $2.29B invested in Piper Sandler in 2023 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 70 increasing their positions, 79 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

379% more call options, than puts

Call options by funds: $3.43M | Put options by funds: $716K

122% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 18

26% more capital invested

Capital invested by funds: $1.82B → $2.29B (+$467M)

12.87% more ownership

Funds ownership: 283.03%295.89% (+13%)

8% more funds holding

Funds holding: 240258 (+18)

11% less repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 79

Holders
258
Holders Change
+18
Holders Change %
+7.5%
% of All Funds
3.76%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
40
Increased
70
Reduced
79
Closed
18
Calls
$3.43M
Puts
$716K
Net Calls
+$2.71M
Net Calls Change
-$152K
Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
151
Osaic Holdings
Arizona
$319K -$92.4K -2,428 -25%
AIP
152
Ameritas Investment Partners
Nebraska
$314K +$11K +288 +4%
CCM
153
Coldstream Capital Management
Washington
$305K +$266K +6,980 New
Envestnet Portfolio Solutions
154
Envestnet Portfolio Solutions
Illinois
$300K +$14K +368 +6%
FMII
155
Farmers & Merchants Investments Inc
Nebraska
$282K
M&T Bank
156
M&T Bank
New York
$279K -$29.5K -776 -11%
MYIA
157
Mount Yale Investment Advisors
Colorado
$278K -$2.74K -72 -1%
HAG
158
HighPoint Advisor Group
Illinois
$271K +$213K +5,592 New
MML Investors Services
159
MML Investors Services
Massachusetts
$270K +$12.6K +332 +6%
Pathstone Holdings
160
Pathstone Holdings
New Jersey
$266K +$231K +6,080 New
OWP
161
Obermeyer Wealth Partners
Colorado
$257K
AC
162
AXQ Capital
New Jersey
$252K +$220K +5,772 New
VA
163
Vident Advisory
Georgia
$247K -$31.5K -828 -13%
VPIM
164
Vanguard Personalized Indexing Management
California
$245K +$2.74K +72 +1%
PPW
165
Parcion Private Wealth
Washington
$240K +$209K +5,484 New
TFO
166
Tarbox Family Office
California
$237K +$206K +5,412 New
WTB
167
Washington Trust Bank
Washington
$233K +$203K +5,332 New
PAM
168
Panagora Asset Management
Massachusetts
$222K +$193K +5,084 New
Mercer Global Advisors
169
Mercer Global Advisors
Colorado
$221K +$193K +5,064 New
Cerity Partners
170
Cerity Partners
New York
$218K +$189K +4,980 New
CGH
171
Crossmark Global Holdings
Texas
$205K +$178K +4,688 New
MLICM
172
Metropolitan Life Insurance Company (MetLife)
New York
$175K
IRC
173
Investors Research Corp
Georgia
$122K
Fifth Third Bancorp
174
Fifth Third Bancorp
Ohio
$97.4K
SC
175
SouthState Corp
Florida
$90.1K -$12K -316 -13%