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Piper Sandler
PIPR

Overview Fund Activity

246 hedge funds and large institutions have $1.65B invested in Piper Sandler in 2023 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 69 increasing their positions, 79 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
246
Holders Change
+1
Holders Change %
+0.41%
% of All Funds
3.94%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
36
Increased
69
Reduced
79
Closed
33
Calls
$5.6M
Puts
$2.12M
Net Calls
+$3.48M
Net Calls Change
+$5.99M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$15.2M
2
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$40.3M
3
Vanguard Group
Vanguard Group
Pennsylvania
$266M
4
Verition Fund Management
Verition Fund Management
Connecticut
$9.36M
5
ACL
Azora Capital LP
Florida
$8.37M

Top Sellers

1
Principal Financial Group
Principal Financial Group
Iowa
$11.6M
2
BlackRock
BlackRock
New York
$333M
3
Millennium Management
Millennium Management
New York
$867K
4
Goldman Sachs
Goldman Sachs
New York
$25.1M
5
BGIM
Brandywine Global Investment Management
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MTIC
176
Missouri Trust & Investment Company
Missouri
$28.1K -$28.1K -203 -50%
ACM
177
Aquatic Capital Management
Illinois
$28K +$28K +200 New
BC
178
Bartlett & Co
Ohio
$26K +$9.93K +71 +62%
BCWM
179
Bartlett & Co Wealth Management
Ohio
$25.8K +$9.84K +71 +62%
BTI
180
Blue Trust Inc
Georgia
$20K -$12.9K -97 -39%
LF
181
Lee Financial
Texas
$18.4K – – –
FP
182
Financial Perspectives
Minnesota
$14.3K – – –
FPB
183
First PREMIER Bank
South Dakota
$14K – – –
GRP
184
Global Retirement Partners
California
$12.7K – – –
PA
185
Parallel Advisors
California
$12.6K -$11.4K -82 -47%
IGWM
186
ICA Group Wealth Management
Colorado
$12.2K – – –
National Bank of Canada
187
National Bank of Canada
Quebec, Canada
$12K -$5.26K -38 -30%
TCOV
188
Trust Company of Vermont
Vermont
$11.9K – – –
TWA
189
TCI Wealth Advisors
Arizona
$11.4K +$6.24K +45 +122%
BWL
190
Bogart Wealth LLC
Virginia
$11.1K – – –
EI
191
Ellevest Inc
New York
$9.01K – – –
SWM
192
Spire Wealth Management
Virginia
$8.77K -$835 -6 -9%
CSPIA
193
Cary Street Partners Investment Advisory
Virginia
$7.35K – – –
SIC
194
Salem Investment Counselors
North Carolina
$7.21K – – –
C
195
Covestor
United Kingdom
$7K -$131K -898 -95%
FRA
196
Front Row Advisors
California
$7K – – –
Toronto Dominion Bank
197
Toronto Dominion Bank
Ontario, Canada
$7K – – –
SI
198
Stephens Inc
Arkansas
$6.93K – – –
S
199
SignatureFD
Georgia
$6.93K – – –
LWCFA
200
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$6.24K – – –
6 7
8
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