We are live on ! Find out more
PIPR icon

Piper Sandler

234 hedge funds and large institutions have $1.56B invested in Piper Sandler in 2023 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 74 increasing their positions, 73 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

6.73% more ownership

Funds ownership: 267.03%273.76% (+6.7%)

1% more repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 73

5% less funds holding

Funds holding: 246234 (-12)

5% less capital invested

Capital invested by funds: $1.65B → $1.56B (-$90.2M)

11% less call options, than puts

Call options by funds: $2.21M | Put options by funds: $2.48M

33% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 36

Holders
234
Holders Change
-12
Holders Change %
-4.88%
% of All Funds
3.67%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
24
Increased
74
Reduced
73
Closed
36
Calls
$2.21M
Puts
$2.48M
Net Calls
-$264K
Net Calls Change
-$3.74M
Name Holding Trade Value Shares
Change
Change in
Stake
GRP
176
Global Retirement Partners
California
$13.2K +$132 +4 +1%
FPB
177
First PREMIER Bank
South Dakota
$13K
National Bank of Canada
178
National Bank of Canada
Quebec, Canada
$11.2K
BTI
179
Blue Trust Inc
Georgia
$11K -$8.98K -272 -45%
GWM
180
Geneos Wealth Management
Colorado
$11K +$6.6K +200 +143%
BWL
181
Bogart Wealth LLC
Virginia
$10.3K
PA
182
Parallel Advisors
California
$7.63K -$4.23K -128 -35%
SWM
183
Spire Wealth Management
Virginia
$7.3K -$925 -28 -11%
FRA
184
Front Row Advisors
California
$7K
Toronto Dominion Bank
185
Toronto Dominion Bank
Ontario, Canada
$7K
CSPIA
186
Cary Street Partners Investment Advisory
Virginia
$6.85K
SIC
187
Salem Investment Counselors
North Carolina
$6.72K
S
188
SignatureFD
Georgia
$6.46K
CTWM
189
Cherry Tree Wealth Management
Minnesota
$6.46K +$6.6K +200 New
JFA
190
JNBA Financial Advisors
Minnesota
$6.46K +$6.6K +200 New
Simplex Trading
191
Simplex Trading
Illinois
$6K +$6.47K +196 New
LWCFA
192
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$5.82K
PFBT
193
Parkside Financial Bank & Trust
Missouri
$5.69K
Bessemer Group
194
Bessemer Group
New Jersey
$5K +$1.45K +44 +44%
AF
195
Allworth Financial
California
$4.79K
HCP
196
Hexagon Capital Partners
Arkansas
$4.65K -$660 -20 -12%
MPWT
197
MassMutual Private Wealth & Trust
Connecticut
$4.52K +$1.19K +36 +35%
FCT
198
First Community Trust
Iowa
$4.39K
FA
199
Fiduciary Alliance
South Carolina
$4.39K +$4.49K +136 New
NA
200
NewEdge Advisors
Louisiana
$3.89K +$2.51K +76 +173%