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Piper Sandler

221 hedge funds and large institutions have $1.17B invested in Piper Sandler in 2020 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 55 increasing their positions, 66 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 15

40% more capital invested

Capital invested by funds: $841M → $1.17B (+$333M)

31% more call options, than puts

Call options by funds: $1.35M | Put options by funds: $1.03M

12% more funds holding

Funds holding: 198221 (+23)

2.86% more ownership

Funds ownership: 258.01%260.87% (+2.9%)

17% less repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 66

Holders
221
Holders Change
+23
Holders Change %
+11.62%
% of All Funds
3.91%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
40
Increased
55
Reduced
66
Closed
15
Calls
$1.35M
Puts
$1.03M
Net Calls
+$323K
Net Calls Change
-$421K
Name Holding Trade Value Shares
Change
Change in
Stake
SIC
176
Salem Investment Counselors
North Carolina
$5K
Toronto Dominion Bank
177
Toronto Dominion Bank
Ontario, Canada
$5K
LWCFA
178
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$5K +$726 +32 +18%
FRA
179
Front Row Advisors
California
$5K +$4.45K +196 New
ADIM
180
Alpha DNA Investment Management
Maryland
$5K +$4.99K +220 New
PFO
181
Pathstone Family Office
New Jersey
$4K
TWA
182
TCI Wealth Advisors
Arizona
$4K
Bessemer Group
183
Bessemer Group
New Jersey
$3K
LWA
184
Lenox Wealth Advisors
New York
$3K
TCM
185
Tradewinds Capital Management
Washington
$3K
HR
186
Howe & Rusling
New York
$3K +$2.63K +116 New
FF
187
FourThought Financial
Florida
$3K +$3.17K +140 New
ICP
188
Interchange Capital Partners
Pennsylvania
$3K +$3.54K +156 New
S
189
SignatureFD
Georgia
$2K -$272 -12 -12%
AP
190
Atwood & Palmer
Missouri
$2K
LWM
191
Liberty Wealth Management
California
$2K
PWMG
192
Prestige Wealth Management Group
New Jersey
$2K
VFA
193
Valeo Financial Advisors
Indiana
$2K
WT
194
Whittier Trust
California
$2K
CWA
195
Clearview Wealth Advisors
Oregon
$2K +$1.36K +60 New
DWM
196
Defined Wealth Management
Oregon
$2K +$1.63K +72 New
AWA
197
Arkadios Wealth Advisors
Georgia
$2K +$2.63K +116 New
AIG
198
American International Group
New York
$1.15K -$26.5K -1,168 -2%
CFGS
199
Concourse Financial Group Securities
Alabama
$1K -$907 -40 -53%
BCM
200
Bourgeon Capital Management
Connecticut
$1K