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Piper Sandler

258 hedge funds and large institutions have $2.29B invested in Piper Sandler in 2023 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 70 increasing their positions, 79 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

379% more call options, than puts

Call options by funds: $3.43M | Put options by funds: $716K

122% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 18

26% more capital invested

Capital invested by funds: $1.82B → $2.29B (+$467M)

12.87% more ownership

Funds ownership: 283.03%295.89% (+13%)

8% more funds holding

Funds holding: 240258 (+18)

11% less repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 79

Holders
258
Holders Change
+18
Holders Change %
+7.5%
% of All Funds
3.76%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
40
Increased
70
Reduced
79
Closed
18
Calls
$3.43M
Puts
$716K
Net Calls
+$2.71M
Net Calls Change
-$152K
Name Holding Trade Value Shares
Change
Change in
Stake
National Bank of Canada
201
National Bank of Canada
Quebec, Canada
$14.9K
BWL
202
Bogart Wealth LLC
Virginia
$14K
PC
203
Promethos Capital
Massachusetts
$13.5K +$11.7K +308 New
PS
204
Principal Securities
Iowa
$12.6K +$11K +288 New
SWM
205
Spire Wealth Management
Virginia
$9.7K
SIC
206
Salem Investment Counselors
North Carolina
$9.09K
Toronto Dominion Bank
207
Toronto Dominion Bank
Ontario, Canada
$9.09K
CTWM
208
Cherry Tree Wealth Management
Minnesota
$8.74K
JFA
209
JNBA Financial Advisors
Minnesota
$8.74K
PA
210
Pineridge Advisors
Missouri
$8.74K +$7.61K +200 New
S
211
SignatureFD
Georgia
$8.04K -$761 -20 -10%
HCP
212
Hexagon Capital Partners
Arkansas
$7.17K +$1.83K +48 +41%
FWM
213
FSA Wealth Management
Massachusetts
$7K +$6.24K +164 New
IPW
214
Impact Partnership Wealth
Georgia
$6.82K +$5.93K +156 New
GIA
215
GHP Investment Advisors
Colorado
$6.3K
PTC
216
Private Trust Company
Ohio
$6.12K +$5.33K +140 New
Bessemer Group
217
Bessemer Group
New Jersey
$6K
MPWT
218
MassMutual Private Wealth & Trust
Connecticut
$5.95K -$152 -4 -3%
FCT
219
First Community Trust
Iowa
$5.95K
AF
220
Allworth Financial
California
$5.07K +$3.8K +100 +625%
BFEC
221
Benjamin F. Edwards & Company
Missouri
$5K +$3.96K +104 New
BIA
222
Bell Investment Advisors
California
$3.85K
VCM
223
Versant Capital Management
Arizona
$3.67K
Mitsubishi UFJ Asset Management
224
Mitsubishi UFJ Asset Management
Japan
$3.5K
PWMG
225
Prestige Wealth Management Group
New Jersey
$3.32K