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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
Mercer Global Advisors
201
Mercer Global Advisors
Colorado
$378K +$5.49K +84 +2%
AAS
202
Avantax Advisory Services
Texas
$368K +$11.5K +176 +4%
CG
203
Cynosure Group
Utah
$368K +$339K +5,184 New
SPA
204
Sherbrooke Park Advisers
New York
$360K +$331K +5,068 New
ECM
205
Evergreen Capital Management
Washington
$356K +$44.5K +680 +16%
HAG
206
HighPoint Advisor Group
Illinois
$356K -$48.1K -736 -13%
PAM
207
Panagora Asset Management
Massachusetts
$350K
HWMO
208
Heritage Wealth Management (Ohio)
Ohio
$347K
Allianz Asset Management
209
Allianz Asset Management
Germany
$341K -$340K -5,200 -52%
BHCM
210
Brevan Howard Capital Management
Jersey
$325K +$300K +4,580 New
X
211
Xponance
Pennsylvania
$322K +$8.89K +136 +3%
Cetera Investment Advisers
212
Cetera Investment Advisers
Illinois
$318K -$20.4K -312 -7%
AWA
213
Arete Wealth Advisors
Illinois
$310K +$289K +4,416 New
Mackenzie Financial
214
Mackenzie Financial
Ontario, Canada
$309K
CIBC Asset Management
215
CIBC Asset Management
Ontario, Canada
$300K +$2.35K +36 +0.9%
Acadian Asset Management
216
Acadian Asset Management
Massachusetts
$299K +$277K +4,228 New
BCM
217
Bayesian Capital Management
New York
$293K +$270K +4,128 New
CIBC Private Wealth Group
218
CIBC Private Wealth Group
Georgia
$280K +$262 +4 +0.1%
D.E. Shaw & Co
219
D.E. Shaw & Co
New York
$275K +$253K +3,872 New
M&T Bank
220
M&T Bank
New York
$269K -$20.4K -312 -8%
CB
221
Commerce Bank
Missouri
$266K -$2.62K -40 -1%
Corient Private Wealth
222
Corient Private Wealth
Florida
$263K -$13.3K -204 -5%
Marshall Wace
223
Marshall Wace
United Kingdom
$260K -$2.04M -31,268 -90%
FTDI
224
First Trust Direct Indexing
Massachusetts
$257K
CNBT
225
Canandaigua National Bank & Trust
New York
$254K -$3.4K -52 -1%