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Piper Sandler

240 hedge funds and large institutions have $1.82B invested in Piper Sandler in 2023 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 68 increasing their positions, 79 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

278% more call options, than puts

Call options by funds: $3.89M | Put options by funds: $1.03M

32% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 22

17% more capital invested

Capital invested by funds: $1.56B → $1.82B (+$260M)

9.26% more ownership

Funds ownership: 273.76%283.03% (+9.3%)

3% more funds holding

Funds holding: 234240 (+6)

14% less repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 79

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
240
Holders Change
+6
Holders Change %
+2.56%
% of All Funds
3.81%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
29
Increased
68
Reduced
79
Closed
22
Calls
$3.89M
Puts
$1.03M
Net Calls
+$2.86M
Net Calls Change
+$3.13M
Name Holding Trade Value Shares
Change
Change in
Stake
MPWT
201
MassMutual Private Wealth & Trust
Connecticut
$5.09K
Bessemer Group
202
Bessemer Group
New Jersey
$5K
SFG
203
Steward Financial Group
Texas
$5K +$5.06K +140 New
GIA
204
GHP Investment Advisors
Colorado
$5K +$5.2K +144 New
FCT
205
First Community Trust
Iowa
$4.94K
HCP
206
Hexagon Capital Partners
Arkansas
$4.21K -$1.01K -28 -19%
AGWCA
207
Annis Gardner Whiting Capital Advisors
Florida
$3.49K +$3.47K +96 New
AssetMark Inc
208
AssetMark Inc
California
$3.49K
BIA
209
Bell Investment Advisors
California
$3.2K
VCM
210
Versant Capital Management
Arizona
$3.05K
Mitsubishi UFJ Asset Management
211
Mitsubishi UFJ Asset Management
Japan
$3.05K +$3.04K +84 New
PWMG
212
Prestige Wealth Management Group
New Jersey
$2.76K
JWA
213
JFS Wealth Advisors
Pennsylvania
$2.62K
MIA
214
Milestone Investment Advisors
Wisconsin
$2.47K +$2.46K +68 New
CSWM
215
Cassady Schiller Wealth Management
Ohio
$2.33K
HCM
216
Highlander Capital Management
New Jersey
$2K
FFA
217
Farther Finance Advisors
California
$1.89K
CCP
218
Carmel Capital Partners
California
$1.74K +$1.73K +48 New
NA
219
NewEdge Advisors
Louisiana
$1.6K -$2.75K -76 -63%
LWANC
220
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.45K
CPG
221
Cornerstone Planning Group
New Jersey
$1.45K
DCBT
222
Dakota Community Bank & Trust
North Dakota
$1.45K
PWA
223
Provenance Wealth Advisors
Florida
$1.31K +$1.3K +36 New
JFGIW
224
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.16K
LC
225
Lindbrook Capital
California
$1.16K +$434 +12 +60%