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Piper Sandler
PIPR

284 hedge funds and large institutions have $2.62B invested in Piper Sandler in 2024 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 83 increasing their positions, 86 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

156% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 18

95% more call options, than puts

Call options by funds: $5.04M | Put options by funds: $2.58M

14% more capital invested

Capital invested by funds: $2.29B → $2.62B (+$326M)

10% more funds holding

Funds holding: 258 → 284 (+26)

3.46% more ownership

Funds ownership: 295.89% → 299.36% (+3.5%)

3% less repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 86

Holders
284
Holders Change
+26
Holders Change %
+10.08%
% of All Funds
4.09%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
46
Increased
83
Reduced
86
Closed
18
Calls
$5.04M
Puts
$2.58M
Net Calls
+$2.46M
Net Calls Change
-$250K

Top Buyers

1
MPI
Mairs & Power Inc
Minnesota
+$24.9M
2
JP Morgan Chase
JP Morgan Chase
New York
+$18.7M
3
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
+$14.4M
4
SAG
SageView Advisory Group
California
+$10.1M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$8.46M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$45.5M
2
Millennium Management
Millennium Management
New York
-$25.5M
3
NRCM
North Reef Capital Management
California
-$15.1M
4
WHG
Westwood Holdings Group
Texas
-$6.54M
5
BlackRock
BlackRock
New York
-$5.48M
Name Holding Trade Value Shares
Change 		Change in
Stake
OWP
176
Obermeyer Wealth Partners
Colorado
$292K – – –
VA
177
Vident Advisory
Georgia
$288K +$7.13K +156 +3%
Russell Investments Group
178
Russell Investments Group
United Kingdom
$281K +$242K +5,304 +1,473%
PPW
179
Parcion Private Wealth
Washington
$270K -$2.01K -44 -0.8%
TFO
180
Tarbox Family Office
California
$269K – – –
FFA
181
Farther Finance Advisors
California
$268K +$246K +5,392 +12,255%
WTB
182
Washington Trust Bank
Washington
$265K – – –
Voloridge Investment Management
183
Voloridge Investment Management
Florida
$262K +$241K +5,276 New
IFU
184
iSAM Funds (UK)
United Kingdom
$253K +$233K +5,096 New
Mercer Global Advisors
185
Mercer Global Advisors
Colorado
$248K -$2.92K -64 -1%
CGH
186
Crossmark Global Holdings
Texas
$248K +$13.9K +304 +6%
PAM
187
Panagora Asset Management
Massachusetts
$245K -$6.95K -152 -3%
SG Americas Securities
188
SG Americas Securities
New York
$238K +$219K +4,792 New
M&T Bank
189
M&T Bank
New York
$235K -$75K -1,640 -26%
Cetera Investment Advisers
190
Cetera Investment Advisers
Illinois
$230K +$212K +4,628 New
EWM
191
Empirical Wealth Management
Washington
$217K +$200K +4,372 New
A
192
AlphaQuest
New York
$211K +$194K +4,248 New
X
193
Xponance
Pennsylvania
$209K +$192K +4,212 New
CIBC Asset Management
194
CIBC Asset Management
Ontario, Canada
$208K +$192K +4,196 New
JF
195
Jump Financial
Illinois
$206K +$190K +4,152 New
MAM
196
Morse Asset Management
Connecticut
$203K +$187K +4,100 New
CIBC Private Wealth Group
197
CIBC Private Wealth Group
Georgia
$190K +$176K +3,856 New
MLICM
198
Metropolitan Life Insurance Company (MetLife)
New York
$181K -$16.1K -352 -9%
IRC
199
Investors Research Corp
Georgia
$139K – – –
SOW
200
State of Wyoming
Wyoming
$114K +$105K +2,304 New
6 7
8
9 10

PIPR Hedge Fund Activity: Q1 2024 in Review

284 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Piper Sandler (PIPR) for Q1 2024, worth a combined $2.62B — up 14% from $2.29B a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new PIPR positions and 18 closed out — a net gain of 28 holders — while 83 added to existing stakes and 86 trimmed.

The largest buyer was Mairs & Power Inc, adding an estimated $24.9M. The largest seller was Morgan Stanley, cutting an estimated $45.5M.

  • 284 institutional investors held Piper Sandler (PIPR) as of Q1 2024, up from 258 in Q4 2023.
  • Funds reported $2.62B of Piper Sandler stock for Q1 2024, up 14% quarter-over-quarter.
  • 46 funds opened new Piper Sandler positions in Q1 2024 and 18 closed out, a net change of +28 holders.
  • The largest Piper Sandler buyer in Q1 2024 was Mairs & Power Inc, an estimated $24.9M added.
  • The largest Piper Sandler seller in Q1 2024 was Morgan Stanley, an estimated $45.5M sold.

Based on aggregated 13F filings for Q1 2024.