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Piper Sandler
PIPR

Overview Fund Activity

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.

Holders
240
Holders Change
+6
Holders Change %
+2.56%
% of All Funds
3.83%
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

Top Buyers

1
Franklin Resources
1
Franklin Resources
California
$45.3M
2
Millennium Management
2
Millennium Management
New York
$33.7M
3
NRCM
3
North Reef Capital Management
California
$35.6M
4
VOYA Investment Management
4
VOYA Investment Management
Georgia
$14.5M
5
BPA
5
Beacon Pointe Advisors
California
$9.04M

Top Sellers

1
American Century Companies
1
American Century Companies
Missouri
$4.09M
2
Comerica Bank
2
Comerica Bank
Texas
$1.28M
3
WHG
3
Westwood Holdings Group
Texas
$73.8M
4
Nordea Investment Management
4
Nordea Investment Management
Sweden
$0
5
Nuveen Asset Management
5
Nuveen Asset Management
Illinois
$36.3M
Name Market Value Shares Shares
Change 		Shares
Change %
MPWT
201
MassMutual Private Wealth & Trust
Connecticut
$5.09K 35 – –
Bessemer Group
202
Bessemer Group
New Jersey
$5K 36 – –
SFG
203
Steward Financial Group
Texas
$5K 35 +35 New
GIA
204
GHP Investment Advisors
Colorado
$5K 36 +36 New
FCT
205
First Community Trust
Iowa
$4.94K 34 – –
HCP
206
Hexagon Capital Partners
Arkansas
$4.21K 29 -7 -19%
AGWCA
207
Annis Gardner Whiting Capital Advisors
Florida
$3.49K 24 +24 New
AssetMark Inc
208
AssetMark Inc
California
$3.49K 24 – –
BIA
209
Bell Investment Advisors
California
$3.2K 22 – –
VCM
210
Versant Capital Management
Arizona
$3.05K 21 – –
Mitsubishi UFJ Asset Management
211
Mitsubishi UFJ Asset Management
Japan
$3.05K 21 +21 New
PWMG
212
Prestige Wealth Management Group
New Jersey
$2.76K 19 – –
JWA
213
JFS Wealth Advisors
Pennsylvania
$2.62K 18 – –
MIA
214
Milestone Investment Advisors
Wisconsin
$2.47K 17 +17 New
CSWM
215
Cassady Schiller Wealth Management
Ohio
$2.33K 16 – –
HCM
216
Highlander Capital Management
New Jersey
$2K 12 – –
FFA
217
Farther Finance Advisors
California
$1.89K 13 – –
CCP
218
Carmel Capital Partners
California
$1.74K 12 +12 New
NA
219
NewEdge Advisors
Louisiana
$1.6K 11 -19 -63%
LWANC
220
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.45K 10 – –
CPG
221
Cornerstone Planning Group
New Jersey
$1.45K 10 – –
DCBT
222
Dakota Community Bank & Trust
North Dakota
$1.45K 10 – –
PWA
223
Provenance Wealth Advisors
Florida
$1.31K 9 +9 New
JFGIW
224
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.16K 8 – –
LC
225
Lindbrook Capital
California
$1.16K 8 +3 +60%
7 8
9
10 11