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Piper Sandler

311 hedge funds and large institutions have $3.15B invested in Piper Sandler in 2024 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 103 increasing their positions, 86 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

119% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 26

37% more call options, than puts

Call options by funds: $3.31M | Put options by funds: $2.42M

20% more capital invested

Capital invested by funds: $2.62B → $3.15B (+$536M)

20% more repeat investments, than reductions

Existing positions increased: 103 | Existing positions reduced: 86

10.33% more ownership

Funds ownership: 299.36%309.69% (+10%)

10% more funds holding

Funds holding: 284311 (+27)

Holders
311
Holders Change
+27
Holders Change %
+9.51%
% of All Funds
4.49%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
57
Increased
103
Reduced
86
Closed
26
Calls
$3.31M
Puts
$2.42M
Net Calls
+$898K
Net Calls Change
-$1.56M
Name Holding Trade Value Shares
Change
Change in
Stake
Pathstone Holdings
176
Pathstone Holdings
New Jersey
$401K +$14.8K +288 +4%
HAG
177
HighPoint Advisor Group
Illinois
$399K +$4.1K +80 +1%
AIP
178
Ameritas Investment Partners
Nebraska
$398K
MML Investors Services
179
MML Investors Services
Massachusetts
$395K +$27.3K +532 +8%
MYIA
180
Mount Yale Investment Advisors
Colorado
$393K -$2.25K -44 -0.6%
Walleye Capital
181
Walleye Capital
New York
$383K +$8.4K +164 +3%
FC
182
FORA Capital
Florida
$383K +$341K +6,648 New
VA
183
Vident Advisory
Georgia
$382K +$43K +840 +14%
FMII
184
Farmers & Merchants Investments Inc
Nebraska
$371K
PTC
185
Petrus Trust Company
Texas
$370K +$330K +6,432 New
Envestnet Portfolio Solutions
186
Envestnet Portfolio Solutions
Illinois
$366K -$5.53K -108 -2%
QT
187
Quantbot Technologies
New York
$357K +$317K +6,196 New
Arrowstreet Capital
188
Arrowstreet Capital
Massachusetts
$347K +$309K +6,024 New
WAP
189
Wealthcare Advisory Partners
Pennsylvania
$345K
VPIM
190
Vanguard Personalized Indexing Management
California
$342K -$43.7K -852 -13%
Russell Investments Group
191
Russell Investments Group
United Kingdom
$342K +$13.9K +272 +5%
OWP
192
Obermeyer Wealth Partners
Colorado
$338K
EWM
193
Empirical Wealth Management
Washington
$325K +$65K +1,268 +29%
FFA
194
Farther Finance Advisors
California
$320K +$4.51K +88 +2%
PPW
195
Parcion Private Wealth
Washington
$313K
TFO
196
Tarbox Family Office
California
$311K
WTB
197
Washington Trust Bank
Washington
$307K
Mercer Global Advisors
198
Mercer Global Advisors
Colorado
$303K +$13.7K +268 +5%
AAS
199
Avantax Advisory Services
Texas
$289K +$257K +5,016 New
HWMO
200
Heritage Wealth Management (Ohio)
Ohio
$284K +$250K +4,888 New