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Piper Sandler
PIPR

203 hedge funds and large institutions have $862M invested in Piper Sandler in 2018 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 64 increasing their positions, 49 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 49

0.96% less ownership

Funds ownership: 296.09% → 295.13% (-0.96%)

7% less funds holding

Funds holding: 219 → 203 (-16)

8% less capital invested

Capital invested by funds: $934M → $862M (-$72.5M)

15% less call options, than puts

Call options by funds: $1.12M | Put options by funds: $1.32M

44% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 34

Holders
203
Holders Change
-16
Holders Change %
-7.31%
% of All Funds
4.65%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
19
Increased
64
Reduced
49
Closed
34
Calls
$1.12M
Puts
$1.32M
Net Calls
-$198K
Net Calls Change
-$1.55M

Top Buyers

1
Victory Capital Management
Victory Capital Management
Texas
+$23.2M
2
N
Nuveen
North Carolina
+$14.6M
3
BlackRock
BlackRock
New York
+$9.82M
4
Principal Financial Group
Principal Financial Group
Iowa
+$8.25M
5
Renaissance Technologies
Renaissance Technologies
New York
+$5.95M

Top Sellers

1
Man Group
Man Group
United Kingdom
-$11.4M
2
Acadian Asset Management
Acadian Asset Management
Massachusetts
-$8.46M
3
LSV Asset Management
LSV Asset Management
Illinois
-$7.35M
4
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
-$6.43M
5
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$6.39M
Name Holding Trade Value Shares
Change 		Change in
Stake
CBT
176
Central Bank & Trust
Kentucky
$2K – – –
DSC
177
Duncker Streett & Co
Missouri
$2K – – –
GSC
178
G&S Capital
Colorado
$2K – – –
TCM
179
Tradewinds Capital Management
Washington
$2K – – –
WAM
180
Wealthspire Advisors (Maryland)
Maryland
$2K – – –
WOC
181
West Oak Capital
California
$1.31K – – –
BWM
182
Baystate Wealth Management
Massachusetts
$1K – – –
Carson Wealth (CWM LLC)
183
Carson Wealth (CWM LLC)
Nebraska
$1K – – –
CPA
184
Clear Perspective Advisors
Illinois
$1K – – –
HCM
185
Highlander Capital Management
New Jersey
$1K – – –
PFBT
186
Parkside Financial Bank & Trust
Missouri
$1K – – –
SMG
187
Spectrum Management Group
Indiana
$1K – – –
TWA
188
TCI Wealth Advisors
Arizona
$1K – – –
VFA
189
Valeo Financial Advisors
Indiana
$1K – – –
WT
190
Whittier Trust
California
$1K – – –
HS
191
Horan Securities
United States
$1K +$548 +28 New
APA
192
American Portfolios Advisors
New York
$77 – – –
Fuller & Thaler Asset Management
193
Fuller & Thaler Asset Management
California
– -$6.43M -309,600 Closed
Lord, Abbett & Co
194
Lord, Abbett & Co
New Jersey
– -$6.39M -307,648 Closed
BIM
195
Bogle Investment Management
Massachusetts
– -$3.61M -173,748 Closed
SIM
196
Spark Investment Management
New York
– -$2.56M -123,200 Closed
Jacobs Levy Equity Management
197
Jacobs Levy Equity Management
New Jersey
– -$1.68M -80,800 Closed
HW
198
Hancock Whitney
Mississippi
– -$1.58M -76,192 Closed
CAM
199
ClariVest Asset Management
California
– -$1.58M -75,960 Closed
Citadel Advisors
200
Citadel Advisors
Florida
– -$1.32M -67,624 Closed
6 7
8
9 10

PIPR Hedge Fund Activity: Q2 2018 in Review

203 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Piper Sandler (PIPR) for Q2 2018, worth a combined $862M — down 7.8% from $934M a quarter earlier.

Sellers outnumbered buyers: 34 funds closed out of PIPR and 19 opened new positions — a net loss of 15 holders — while 49 trimmed existing stakes and 64 added.

The largest buyer was Victory Capital Management, opening a new position worth an estimated $23.2M. The largest seller was Man Group, cutting an estimated $11.4M.

  • 203 institutional investors held Piper Sandler (PIPR) as of Q2 2018, down from 219 in Q1 2018.
  • Funds reported $862M of Piper Sandler stock for Q2 2018, down 7.8% quarter-over-quarter.
  • 19 funds opened new Piper Sandler positions in Q2 2018 and 34 closed out, a net change of -15 holders.
  • The largest Piper Sandler buyer in Q2 2018 was Victory Capital Management, an estimated $23.2M added.
  • The largest Piper Sandler seller in Q2 2018 was Man Group, an estimated $11.4M sold.

Based on aggregated 13F filings for Q2 2018.