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Piper Sandler

248 hedge funds and large institutions have $1.33B invested in Piper Sandler in 2022 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 77 increasing their positions, 82 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% less repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 82

5% less funds holding

Funds holding: 261248 (-13)

6.19% less ownership

Funds ownership: 269.43%263.24% (-6.2%)

16% less first-time investments, than exits

New positions opened: 32 | Existing positions closed: 38

16% less capital invested

Capital invested by funds: $1.58B → $1.33B (-$255M)

65% less call options, than puts

Call options by funds: $2.2M | Put options by funds: $6.33M

Holders
248
Holders Change
-13
Holders Change %
-4.98%
% of All Funds
4.18%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
32
Increased
77
Reduced
82
Closed
38
Calls
$2.2M
Puts
$6.33M
Net Calls
-$4.13M
Net Calls Change
-$2.74M
Name Holding Trade Value Shares
Change
Change in
Stake
EW
176
Evoke Wealth
California
$19K
SOW
177
State of Wyoming
Wyoming
$17K +$18.2K +604 New
LF
178
Lee Financial
Texas
$15K +$2.17K +72 +16%
National Bank of Canada
179
National Bank of Canada
Quebec, Canada
$14K
TWA
180
TCI Wealth Advisors
Arizona
$14K +$6.28K +208 +71%
BCWM
181
Bartlett & Co Wealth Management
Ohio
$13K
BC
182
Bartlett & Co
Ohio
$13K
CI
183
CX Institutional
Indiana
$13K +$13.5K +448 New
GRP
184
Global Retirement Partners
California
$12K -$4.35K -144 -25%
FPB
185
First PREMIER Bank
South Dakota
$12K
SWM
186
Sugarloaf Wealth Management
Georgia
$12K +$121 +4 +1%
FP
187
Financial Perspectives
Minnesota
$11.7K
VCM
188
Versant Capital Management
Arizona
$11K
TCOV
189
Trust Company of Vermont
Vermont
$10K +$10.4K +344 New
Rockefeller Capital Management
190
Rockefeller Capital Management
New York
$8K +$3.38K +112 +65%
PFBT
191
Parkside Financial Bank & Trust
Missouri
$7K +$483 +16 +8%
Toronto Dominion Bank
192
Toronto Dominion Bank
Ontario, Canada
$6K -$242 -8 -4%
SIC
193
Salem Investment Counselors
North Carolina
$6K
ST
194
Smithfield Trust
Pennsylvania
$6K
SI
195
Stephens Inc
Arkansas
$6K
SPIA
196
Steward Partners Investment Advisory
New York
$6K
SWM
197
Spire Wealth Management
Virginia
$6K +$121 +4 +2%
FRA
198
Front Row Advisors
California
$6K +$725 +24 +14%
EWA
199
EverSource Wealth Advisors
Alabama
$5K
LWCFA
200
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$5K