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Piper Sandler

284 hedge funds and large institutions have $2.62B invested in Piper Sandler in 2024 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 83 increasing their positions, 86 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

156% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 18

95% more call options, than puts

Call options by funds: $5.04M | Put options by funds: $2.58M

14% more capital invested

Capital invested by funds: $2.29B → $2.62B (+$326M)

10% more funds holding

Funds holding: 258284 (+26)

3.46% more ownership

Funds ownership: 295.89%299.36% (+3.5%)

3% less repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 86

Holders
284
Holders Change
+26
Holders Change %
+10.08%
% of All Funds
4.09%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
46
Increased
83
Reduced
86
Closed
18
Calls
$5.04M
Puts
$2.58M
Net Calls
+$2.46M
Net Calls Change
-$250K
Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
151
Commonwealth Equity Services
Massachusetts
$454K +$7.5K +164 +2%
LPL Financial
152
LPL Financial
California
$453K +$4.02K +88 +1%
HighTower Advisors
153
HighTower Advisors
Illinois
$448K -$51.2K -1,120 -11%
Public Employees Retirement Association of Colorado
154
Public Employees Retirement Association of Colorado
Colorado
$446K -$18.3K -400 -4%
Bank of Montreal
155
Bank of Montreal
Ontario, Canada
$440K +$13K +284 +3%
Pictet Asset Management
156
Pictet Asset Management
Switzerland
$430K +$3.11K +68 +0.8%
VT
157
Vise Technologies
New York
$426K +$48.6K +1,064 +14%
DWM
158
Destination Wealth Management
California
$407K
AQR Capital Management
159
AQR Capital Management
Connecticut
$403K -$133K -2,912 -26%
XT
160
XTX Topco
Cayman Islands
$393K +$362K +7,928 New
TI
161
Truepoint Inc
Ohio
$386K
NYLIM
162
New York Life Investment Management
New York
$365K -$119K -2,604 -26%
SC
163
Schulhoff & Co
Ohio
$365K -$49.9K -1,092 -13%
I
164
InceptionR
California
$356K +$328K +7,168 New
AIP
165
Ameritas Investment Partners
Nebraska
$344K -$12.1K -264 -4%
MYIA
166
Mount Yale Investment Advisors
Colorado
$341K +$23.8K +520 +8%
CCM
167
Coldstream Capital Management
Washington
$340K -$6.03K -132 -2%
VPIM
168
Vanguard Personalized Indexing Management
California
$338K +$54.7K +1,196 +21%
Pathstone Holdings
169
Pathstone Holdings
New Jersey
$331K +$27.4K +600 +10%
Walleye Capital
170
Walleye Capital
New York
$323K +$297K +6,500 New
Envestnet Portfolio Solutions
171
Envestnet Portfolio Solutions
Illinois
$321K -$18.3K -400 -6%
FMII
172
Farmers & Merchants Investments Inc
Nebraska
$320K
MML Investors Services
173
MML Investors Services
Massachusetts
$314K +$6.76K +148 +2%
HAG
174
HighPoint Advisor Group
Illinois
$298K +$3.66K +80 +1%
WAP
175
Wealthcare Advisory Partners
Pennsylvania
$298K +$274K +6,000 New

PIPR Hedge Fund Activity: Q1 2024 in Review

284 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Piper Sandler (PIPR) for Q1 2024, worth a combined $2.62B — up 14% from $2.29B a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new PIPR positions and 18 closed out — a net gain of 28 holders — while 83 added to existing stakes and 86 trimmed.

The largest buyer was Mairs & Power Inc, adding an estimated $24.9M. The largest seller was Morgan Stanley, cutting an estimated $45.5M.

  • 284 institutional investors held Piper Sandler (PIPR) as of Q1 2024, up from 258 in Q4 2023.
  • Funds reported $2.62B of Piper Sandler stock for Q1 2024, up 14% quarter-over-quarter.
  • 46 funds opened new Piper Sandler positions in Q1 2024 and 18 closed out, a net change of +28 holders.
  • The largest Piper Sandler buyer in Q1 2024 was Mairs & Power Inc, an estimated $24.9M added.
  • The largest Piper Sandler seller in Q1 2024 was Morgan Stanley, an estimated $45.5M sold.

Based on aggregated 13F filings for Q1 2024.