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Piper Sandler
PIPR

203 hedge funds and large institutions have $867M invested in Piper Sandler in 2019 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 60 increasing their positions, 63 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

353% more call options, than puts

Call options by funds: $4M | Put options by funds: $883K

6.83% more ownership

Funds ownership: 317.08% → 323.91% (+6.8%)

5% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 22

4% more capital invested

Capital invested by funds: $837M → $867M (+$30M)

0% more funds holding

Funds holding: 202 → 203 (+1)

5% less repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 63

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
203
Holders Change
+1
Holders Change %
+0.5%
% of All Funds
4.45%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
23
Increased
60
Reduced
63
Closed
22
Calls
$4M
Puts
$883K
Net Calls
+$3.12M
Net Calls Change
+$479K

Top Buyers

1
VOYA Investment Management
VOYA Investment Management
Georgia
+$13.4M
2
Victory Capital Management
Victory Capital Management
Texas
+$3.48M
3
BlackRock
BlackRock
New York
+$3.07M
4
APG Asset Management
APG Asset Management
Netherlands
+$3.06M
5
Invesco
Invesco
Georgia
+$2.87M

Top Sellers

1
PWM
PRW Wealth Management
Massachusetts
-$3.82M
2
MCM
Matarin Capital Management
New York
-$2.2M
3
Citadel Advisors
Citadel Advisors
Florida
-$2.04M
4
State Street
State Street
Massachusetts
-$1.86M
5
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
-$1.64M
Name Holding Trade Value Shares
Change 		Change in
Stake
TCM
176
Tradewinds Capital Management
Washington
$2K – – –
HGWM
177
Harvest Group Wealth Management
Massachusetts
$2K +$1.49K +80 New
S
178
SignatureFD
Georgia
$2K +$1.64K +88 New
LWA
179
Lenox Wealth Advisors
New York
$2K +$2.24K +120 New
Northwestern Mutual Wealth Management
180
Northwestern Mutual Wealth Management
Wisconsin
$1K -$37.9K -2,032 -97%
BAMG
181
Brand Asset Management Group
Missouri
$1K – – –
EFSCE
182
Enterprise Financial Services Corp (EFSC)
Missouri
$1K – – –
HCM
183
Highlander Capital Management
New Jersey
$1K – – –
LWANC
184
Laurel Wealth Advisors (North Carolina)
North Carolina
$1K – – –
SMG
185
Spectrum Management Group
Indiana
$1K – – –
TWA
186
TCI Wealth Advisors
Arizona
$1K – – –
VFA
187
Valeo Financial Advisors
Indiana
$1K – – –
IA
188
IFP Advisors
Florida
$1K +$746 +40 New
OSAM
189
O'Shaughnessy Asset Management
Connecticut
$1K +$820 +44 New
BCM
190
Bourgeon Capital Management
Connecticut
$1K +$895 +48 New
APA
191
American Portfolios Advisors
New York
$75 – – –
GT
192
Glenmede Trust
Pennsylvania
$7 -$373 -20 -5%
PWM
193
PRW Wealth Management
Massachusetts
– -$3.82M -205,592 Closed
Caisse de Depot et Placement du Quebec (CDPQ)
194
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
– -$1.64M -88,400 Closed
Canada Life
195
Canada Life
Manitoba, Canada
– -$1.35M -72,828 Closed
SIM
196
Spark Investment Management
New York
– -$668K -36,000 Closed
ECM
197
ExodusPoint Capital Management
New York
– -$594K -32,000 Closed
ARTA
198
A.R.T. Advisors
New York
– -$499K -26,860 Closed
PP
199
Paloma Partners
Connecticut
– -$490K -26,400 Closed
IUHSA
200
Itau Unibanco Holding S.A.
Brazil
– -$440K -23,720 Closed
5 6 7
8
9

PIPR Hedge Fund Activity: Q3 2019 in Review

203 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Piper Sandler (PIPR) for Q3 2019, worth a combined $867M — up 3.6% from $837M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new PIPR positions and 22 closed out — a net gain of 1 holder — while 60 added to existing stakes and 63 trimmed.

The largest buyer was VOYA Investment Management, adding an estimated $13.4M. The largest seller was PRW Wealth Management, exiting entirely with an estimated $3.82M sold.

  • 203 institutional investors held Piper Sandler (PIPR) as of Q3 2019, up from 202 in Q2 2019.
  • Funds reported $867M of Piper Sandler stock for Q3 2019, up 3.6% quarter-over-quarter.
  • 23 funds opened new Piper Sandler positions in Q3 2019 and 22 closed out, a net change of +1 holder.
  • The largest Piper Sandler buyer in Q3 2019 was VOYA Investment Management, an estimated $13.4M added.
  • The largest Piper Sandler seller in Q3 2019 was PRW Wealth Management, an estimated $3.82M sold.

Based on aggregated 13F filings for Q3 2019.