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Piper Sandler

334 hedge funds and large institutions have $4.02B invested in Piper Sandler in 2024 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 115 increasing their positions, 89 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

383% more call options, than puts

Call options by funds: $15M | Put options by funds: $3.12M

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

80% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 30

29% more repeat investments, than reductions

Existing positions increased: 115 | Existing positions reduced: 89

27% more capital invested

Capital invested by funds: $3.15B → $4.02B (+$867M)

10.44% more ownership

Funds ownership: 309.69%320.12% (+10%)

7% more funds holding

Funds holding: 311334 (+23)

Holders
334
Holders Change
+23
Holders Change %
+7.4%
% of All Funds
4.8%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
54
Increased
115
Reduced
89
Closed
30
Calls
$15M
Puts
$3.12M
Net Calls
+$11.9M
Net Calls Change
+$11M
Name Holding Trade Value Shares
Change
Change in
Stake
PAS
176
Park Avenue Securities
New York
$600K -$163K -2,488 -23%
AI
177
Atria Investments
North Carolina
$595K -$63K -964 -10%
DWM
178
Destination Wealth Management
California
$581K
TI
179
Truepoint Inc
Ohio
$552K
CCM
180
Coldstream Capital Management
Washington
$524K +$10.7K +164 +2%
SC
181
Schulhoff & Co
Ohio
$522K
SEC
182
Seven Eight Capital
New York
$513K +$473K +7,236 New
MAM
183
Morse Asset Management
Connecticut
$508K +$262 +4 +0.1%
MML Investors Services
184
MML Investors Services
Massachusetts
$508K +$19.4K +296 +4%
Pathstone Holdings
185
Pathstone Holdings
New Jersey
$499K +$4.45K +68 +1%
AIP
186
Ameritas Investment Partners
Nebraska
$491K
VPIM
187
Vanguard Personalized Indexing Management
California
$491K +$63.3K +968 +16%
MYIA
188
Mount Yale Investment Advisors
Colorado
$483K -$1.83K -28 -0.4%
KNW
189
Kesler Norman & Wride
Utah
$469K +$432K +6,604 New
Envestnet Portfolio Solutions
190
Envestnet Portfolio Solutions
Illinois
$462K +$10.5K +160 +3%
CL
191
Choreo LLC
Illinois
$458K +$121K +1,848 +40%
CGH
192
Crossmark Global Holdings
Texas
$439K +$120K +1,832 +42%
FMII
193
Farmers & Merchants Investments Inc
Nebraska
$429K -$26.2K -400 -6%
WAP
194
Wealthcare Advisory Partners
Pennsylvania
$426K
OWP
195
Obermeyer Wealth Partners
Colorado
$417K
FFA
196
Farther Finance Advisors
California
$393K +$1.31K +20 +0.4%
SG Americas Securities
197
SG Americas Securities
New York
$386K -$4.9M -74,884 -93%
PPW
198
Parcion Private Wealth
Washington
$386K
TFO
199
Tarbox Family Office
California
$384K
WTB
200
Washington Trust Bank
Washington
$378K