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Piper Sandler
PIPR

Overview Fund Activity

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.

Holders
240
Holders Change
+6
Holders Change %
+2.56%
% of All Funds
3.83%
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

Top Buyers

1
Franklin Resources
1
Franklin Resources
California
$45.3M
2
Millennium Management
2
Millennium Management
New York
$33.7M
3
NRCM
3
North Reef Capital Management
California
$35.6M
4
VOYA Investment Management
4
VOYA Investment Management
Georgia
$14.5M
5
BPA
5
Beacon Pointe Advisors
California
$9.04M

Top Sellers

1
American Century Companies
1
American Century Companies
Missouri
$4.09M
2
Comerica Bank
2
Comerica Bank
Texas
$1.28M
3
WHG
3
Westwood Holdings Group
Texas
$73.8M
4
Nordea Investment Management
4
Nordea Investment Management
Sweden
$0
5
Nuveen Asset Management
5
Nuveen Asset Management
Illinois
$36.3M
Name Market Value Shares Shares
Change 		Shares
Change %
MTIC
176
Missouri Trust & Investment Company
Missouri
$29.5K 203 – –
DFA
177
DHJJ Financial Advisors
Illinois
$28.6K 197 +197 New
Group One Trading
178
Group One Trading
Illinois
$27.3K 188 +188 New
BCWM
179
Bartlett & Co Wealth Management
Ohio
$27K 186 – –
BC
180
Bartlett & Co
Ohio
$27K 186 – –
ITIM
181
Indiana Trust & Investment Management
Indiana
$26.3K 181 +181 New
GWM
182
Geneos Wealth Management
Colorado
$21.4K 147 +62 +73%
LF
183
Lee Financial
Texas
$19.3K 133 – –
SPIA
184
Steward Partners Investment Advisory
New York
$16.1K 111 +96 +640%
FP
185
Financial Perspectives
Minnesota
$15K 103 – –
PA
186
Parallel Advisors
California
$15K 103 +44 +75%
GRP
187
Global Retirement Partners
California
$14.4K 102 – –
National Bank of Canada
188
National Bank of Canada
Quebec, Canada
$12.5K 87 – –
BWL
189
Bogart Wealth LLC
Virginia
$11.6K 80 – –
BTI
190
Blue Trust Inc
Georgia
$11K 82 – –
SWM
191
Spire Wealth Management
Virginia
$8.24K 57 +1 +2%
CSPIA
192
Cary Street Partners Investment Advisory
Virginia
$7.99K 55 +2 +4%
SIC
193
Salem Investment Counselors
North Carolina
$7.56K 52 – –
Toronto Dominion Bank
194
Toronto Dominion Bank
Ontario, Canada
$7.56K 52 – –
FRA
195
Front Row Advisors
California
$7.41K 51 -1 -2%
S
196
SignatureFD
Georgia
$7.41K 51 +1 +2%
JFA
197
JNBA Financial Advisors
Minnesota
$7.27K 50 – –
CTWM
198
Cherry Tree Wealth Management
Minnesota
$7.27K 50 – –
BAAM
199
Baker Avenue Asset Management
California
$6.83K 47 +45 +2,250%
PFBT
200
Parkside Financial Bank & Trust
Missouri
$6.39K 44 – –
6 7
8
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