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Piper Sandler
PIPR

Overview Fund Activity

245 hedge funds and large institutions have $1.44B invested in Piper Sandler in 2022 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 78 increasing their positions, 73 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
245
Holders Change
+3
Holders Change %
+1.24%
% of All Funds
3.95%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
32
Increased
78
Reduced
73
Closed
24
Calls
$5.7M
Puts
$8.22M
Net Calls
-$2.51M
Net Calls Change
-$4.54M

Top Buyers

1
Balyasny Asset Management
Balyasny Asset Management
Illinois
$12.9M
2
Vanguard Group
Vanguard Group
Pennsylvania
$238M
3
Millennium Management
Millennium Management
New York
$5.75M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$6.83M
5
Geode Capital Management
Geode Capital Management
Massachusetts
$37.6M

Top Sellers

1
Janus Henderson Group
Janus Henderson Group
United Kingdom
$24.4M
2
WHG
Westwood Holdings Group
Texas
$56.6M
3
Nuveen Asset Management
Nuveen Asset Management
Illinois
$41.6M
4
Invesco
Invesco
Georgia
$28.9M
5
BCM
Bridgeway Capital Management
Texas
$4.66M
Name Holding Trade Value Shares
Change 		Shares
Change %
BC
176
Bartlett & Co
Ohio
$15K – – –
BCWM
177
Bartlett & Co Wealth Management
Ohio
$15K – – –
FPB
178
First PREMIER Bank
South Dakota
$14K – – –
FP
179
Financial Perspectives
Minnesota
$13.4K – – –
GRP
180
Global Retirement Partners
California
$13.1K – – –
MCC
181
Money Concepts Capital
Florida
$13K +$13K +100 New
USCWA
182
U.S. Capital Wealth Advisors
Texas
$13K +$13K +100 New
SO
183
STRS Ohio
Ohio
$13K +$13K +100 New
IGWM
184
ICA Group Wealth Management
Colorado
$11.5K +$11.5K +88 New
TCOV
185
Trust Company of Vermont
Vermont
$11.2K – – –
BWL
186
Bogart Wealth LLC
Virginia
$10.4K +$10.4K +80 New
SWM
187
Spire Wealth Management
Virginia
$9K +$1.83K +14 +25%
EI
188
Ellevest Inc
New York
$8.46K – – –
BIA
189
Bell Investment Advisors
California
$7.68K +$3.39K +26 +79%
Toronto Dominion Bank
190
Toronto Dominion Bank
Ontario, Canada
$7K – – –
FRA
191
Front Row Advisors
California
$7K +$673 +5 +11%
CSPIA
192
Cary Street Partners Investment Advisory
Virginia
$6.9K +$6.9K +53 New
SIC
193
Salem Investment Counselors
North Carolina
$6.77K – – –
SI
194
Stephens Inc
Arkansas
$6.51K – – –
S
195
SignatureFD
Georgia
$6.51K +$1.04K +8 +19%
TWP
196
TFO Wealth Partners
Ohio
$5.94K +$5.94K +26 New
LWCFA
197
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$5.86K – – –
PFBT
198
Parkside Financial Bank & Trust
Missouri
$5.73K – – –
HCP
199
Hexagon Capital Partners
Arkansas
$5.47K +$1.04K +8 +24%
PWMG
200
Prestige Wealth Management Group
New Jersey
$5.34K +$2.86K +22 +116%
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