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Piper Sandler
PIPR

Overview Fund Activity

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
Holders
284
Holders Change
+26
Holders Change %
+10.08%
% of All Funds
4.12%
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
1
Mairs & Power Inc
Minnesota
$51.5M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$39.1M
3
Loomis, Sayles & Company
3
Loomis, Sayles & Company
Massachusetts
$37.7M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$41.7M
5
Citadel Advisors
5
Citadel Advisors
Florida
$9.36M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$32.3M
2
Millennium Management
2
Millennium Management
New York
$9.3M
3
NRCM
3
North Reef Capital Management
California
$35.5M
4
WHG
4
Westwood Holdings Group
Texas
$85.3M
5
BlackRock
5
BlackRock
New York
$497M
Name Holding Trade Value Shares
Change 		Shares
Change %
OWP
176
Obermeyer Wealth Partners
Colorado
$292K – – –
VA
177
Vident Advisory
Georgia
$288K +$7.75K +39 +3%
Russell Investments Group
178
Russell Investments Group
United Kingdom
$281K +$263K +1,326 +1,473%
PPW
179
Parcion Private Wealth
Washington
$270K -$2.18K -11 -0.8%
TFO
180
Tarbox Family Office
California
$269K – – –
FFA
181
Farther Finance Advisors
California
$268K +$266K +1,348 +12,255%
WTB
182
Washington Trust Bank
Washington
$265K – – –
Voloridge Investment Management
183
Voloridge Investment Management
Florida
$262K +$262K +1,319 New
IFU
184
iSAM Funds (UK)
United Kingdom
$253K +$253K +1,274 New
Mercer Global Advisors
185
Mercer Global Advisors
Colorado
$248K -$3.17K -16 -1%
CGH
186
Crossmark Global Holdings
Texas
$248K +$15.1K +76 +6%
PAM
187
Panagora Asset Management
Massachusetts
$245K -$7.54K -38 -3%
SG Americas Securities
188
SG Americas Securities
New York
$238K +$238K +1,198 New
M&T Bank
189
M&T Bank
New York
$235K -$81.4K -410 -26%
Cetera Investment Advisers
190
Cetera Investment Advisers
Illinois
$230K +$230K +1,157 New
EWM
191
Empirical Wealth Management
Washington
$217K +$217K +1,093 New
A
192
AlphaQuest
New York
$211K +$211K +1,062 New
X
193
Xponance
Pennsylvania
$209K +$209K +1,053 New
CIBC Asset Management
194
CIBC Asset Management
Ontario, Canada
$208K +$208K +1,049 New
JF
195
Jump Financial
Illinois
$206K +$206K +1,038 New
MAM
196
Morse Asset Management
Connecticut
$203K +$203K +1,025 New
CIBC Private Wealth Group
197
CIBC Private Wealth Group
Georgia
$190K +$190K +964 New
MLICM
198
Metropolitan Life Insurance Company (MetLife)
New York
$181K -$17.5K -88 -9%
IRC
199
Investors Research Corp
Georgia
$139K – – –
SOW
200
State of Wyoming
Wyoming
$114K +$114K +576 New
6 7
8
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