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Piper Sandler

240 hedge funds and large institutions have $1.82B invested in Piper Sandler in 2023 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 68 increasing their positions, 79 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

278% more call options, than puts

Call options by funds: $3.89M | Put options by funds: $1.03M

32% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 22

17% more capital invested

Capital invested by funds: $1.56B → $1.82B (+$260M)

9.26% more ownership

Funds ownership: 273.76%283.03% (+9.3%)

3% more funds holding

Funds holding: 234240 (+6)

14% less repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 79

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
240
Holders Change
+6
Holders Change %
+2.56%
% of All Funds
3.81%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
29
Increased
68
Reduced
79
Closed
22
Calls
$3.89M
Puts
$1.03M
Net Calls
+$2.86M
Net Calls Change
+$3.13M
Name Holding Trade Value Shares
Change
Change in
Stake
MTIC
176
Missouri Trust & Investment Company
Missouri
$29.5K
DFA
177
DHJJ Financial Advisors
Illinois
$28.6K +$28.5K +788 New
Group One Trading
178
Group One Trading
Illinois
$27.3K +$27.2K +752 New
BCWM
179
Bartlett & Co Wealth Management
Ohio
$27K
BC
180
Bartlett & Co
Ohio
$27K
ITIM
181
Indiana Trust & Investment Management
Indiana
$26.3K +$26.2K +724 New
GWM
182
Geneos Wealth Management
Colorado
$21.4K +$8.96K +248 +73%
LF
183
Lee Financial
Texas
$19.3K
SPIA
184
Steward Partners Investment Advisory
New York
$16.1K +$13.9K +384 +640%
FP
185
Financial Perspectives
Minnesota
$15K
PA
186
Parallel Advisors
California
$15K +$6.36K +176 +75%
GRP
187
Global Retirement Partners
California
$14.4K
National Bank of Canada
188
National Bank of Canada
Quebec, Canada
$12.5K
BWL
189
Bogart Wealth LLC
Virginia
$11.6K
BTI
190
Blue Trust Inc
Georgia
$11K
SWM
191
Spire Wealth Management
Virginia
$8.24K +$145 +4 +2%
CSPIA
192
Cary Street Partners Investment Advisory
Virginia
$7.99K +$289 +8 +4%
SIC
193
Salem Investment Counselors
North Carolina
$7.56K
Toronto Dominion Bank
194
Toronto Dominion Bank
Ontario, Canada
$7.56K
FRA
195
Front Row Advisors
California
$7.41K -$145 -4 -2%
S
196
SignatureFD
Georgia
$7.41K +$145 +4 +2%
CTWM
197
Cherry Tree Wealth Management
Minnesota
$7.27K
JFA
198
JNBA Financial Advisors
Minnesota
$7.27K
BAAM
199
Baker Avenue Asset Management
California
$6.83K +$6.5K +180 +2,250%
PFBT
200
Parkside Financial Bank & Trust
Missouri
$6.39K