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Piper Sandler

258 hedge funds and large institutions have $2.29B invested in Piper Sandler in 2023 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 70 increasing their positions, 79 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

379% more call options, than puts

Call options by funds: $3.43M | Put options by funds: $716K

122% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 18

26% more capital invested

Capital invested by funds: $1.82B → $2.29B (+$467M)

12.87% more ownership

Funds ownership: 283.03%295.89% (+13%)

8% more funds holding

Funds holding: 240258 (+18)

11% less repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 79

Holders
258
Holders Change
+18
Holders Change %
+7.5%
% of All Funds
3.76%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
40
Increased
70
Reduced
79
Closed
18
Calls
$3.43M
Puts
$716K
Net Calls
+$2.71M
Net Calls Change
-$152K
Name Holding Trade Value Shares
Change
Change in
Stake
KBC Group
176
KBC Group
Belgium
$87K
QCG
177
Quadrant Capital Group
Ohio
$80.4K +$12.2K +320 +21%
SI
178
Stephens Inc
Arkansas
$70.5K
DZ Bank
179
DZ Bank
Germany
$68.2K
HI
180
Harbour Investments
Wisconsin
$67K
Carson Wealth (CWM LLC)
181
Carson Wealth (CWM LLC)
Nebraska
$46K -$5.78K -152 -13%
NA
182
NewEdge Advisors
Louisiana
$42.3K +$35.2K +924 +2,100%
MTIC
183
Missouri Trust & Investment Company
Missouri
$35.5K
DFA
184
DHJJ Financial Advisors
Illinois
$34.5K
BC
185
Bartlett & Co
Ohio
$33K
WOC
186
West Oak Capital
California
$33K +$30.4K +800 New
BCWM
187
Bartlett & Co Wealth Management
Ohio
$32.8K
ITIM
188
Indiana Trust & Investment Management
Indiana
$31.7K
PA
189
Parallel Advisors
California
$29.2K +$9.74K +256 +62%
GI
190
GAMMA Investing
California
$29K +$25.4K +668 New
Simplex Trading
191
Simplex Trading
Illinois
$26K +$22.8K +600 New
LF
192
Lee Financial
Texas
$23.3K
PI
193
PEAK6 Investments
Illinois
$21.9K +$19K +500 New
FPB
194
First PREMIER Bank
South Dakota
$20K +$17.3K +456 New
SPIA
195
Steward Partners Investment Advisory
New York
$19.4K
FP
196
Financial Perspectives
Minnesota
$18K
BTI
197
Blue Trust Inc
Georgia
$18K +$6.85K +180 +55%
GRP
198
Global Retirement Partners
California
$17K
GWM
199
Geneos Wealth Management
Colorado
$17K -$7.61K -200 -34%
Russell Investments Group
200
Russell Investments Group
United Kingdom
$15.7K -$1.43M -37,632 -99%