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Piper Sandler

217 hedge funds and large institutions have $1.52B invested in Piper Sandler in 2021 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 68 increasing their positions, 70 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more capital invested

Capital invested by funds: $1.3B → $1.52B (+$220M)

17% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 18

1% more call options, than puts

Call options by funds: $1.04M | Put options by funds: $1.02M

1% more funds holding

Funds holding: 215217 (+2)

3% less repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 70

3.32% less ownership

Funds ownership: 261.45%258.13% (-3.3%)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
217
Holders Change
+2
Holders Change %
+0.93%
% of All Funds
3.78%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
21
Increased
68
Reduced
70
Closed
18
Calls
$1.04M
Puts
$1.02M
Net Calls
+$13K
Net Calls Change
-$4.96M
Name Holding Trade Value Shares
Change
Change in
Stake
SWM
176
Spire Wealth Management
Virginia
$7K
Toronto Dominion Bank
177
Toronto Dominion Bank
Ontario, Canada
$7K
SPIA
178
Steward Partners Investment Advisory
New York
$7K +$1.84K +60 +39%
LWCFA
179
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$7K +$6.49K +212 New
FRA
180
Front Row Advisors
California
$6K -$245 -8 -4%
GAM
181
Gemmer Asset Management
California
$6K
PA
182
Parallel Advisors
California
$6K +$5.51K +180 +2,250%
AA
183
Ancora Advisors
Ohio
$5K +$4.78K +156 New
LWM
184
Liberty Wealth Management
California
$4K
TCM
185
Tradewinds Capital Management
Washington
$4K
Rockefeller Capital Management
186
Rockefeller Capital Management
New York
$3K -$7.35K -240 -67%
AP
187
Atwood & Palmer
Missouri
$3K
Bessemer Group
188
Bessemer Group
New Jersey
$3K
FF
189
FourThought Financial
Florida
$3K
HR
190
Howe & Rusling
New York
$3K
WT
191
Whittier Trust
California
$3K
AWA
192
Arkadios Wealth Advisors
Georgia
$3K +$123 +4 +3%
TFS
193
TrustCore Financial Services
Tennessee
$3K +$2.45K +80 New
MG
194
MilWealth Group
Wisconsin
$2.98K +$2.82K +92 New
BCM
195
Bourgeon Capital Management
Connecticut
$2K
CWA
196
Clearview Wealth Advisors
Oregon
$2K
HCM
197
Highlander Capital Management
New Jersey
$2K
PWMG
198
Prestige Wealth Management Group
New Jersey
$2K
AIG
199
American International Group
New York
$1.45K -$11.3K -368 -0.8%
CAGAS
200
Capital Advisory Group Advisory Services
Minnesota
$1K