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Piper Sandler

284 hedge funds and large institutions have $2.62B invested in Piper Sandler in 2024 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 83 increasing their positions, 86 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

156% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 18

95% more call options, than puts

Call options by funds: $5.04M | Put options by funds: $2.58M

14% more capital invested

Capital invested by funds: $2.29B → $2.62B (+$326M)

10% more funds holding

Funds holding: 258284 (+26)

3.46% more ownership

Funds ownership: 295.89%299.36% (+3.5%)

3% less repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 86

Holders
284
Holders Change
+26
Holders Change %
+10.08%
% of All Funds
4.09%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
46
Increased
83
Reduced
86
Closed
18
Calls
$5.04M
Puts
$2.58M
Net Calls
+$2.46M
Net Calls Change
-$250K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$497M -$5.48M -119,852 -1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$391M +$3.82M +83,564 +1%
State Street
3
State Street
Massachusetts
$132M +$2.68M +58,600 +2%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$98.7M -$1.65M -36,076 -2%
WHG
5
Westwood Holdings Group
Texas
$85.3M -$6.54M -143,172 -8%
SIMG
6
Stephens Investment Management Group
Texas
$81.9M -$4.32M -94,512 -5%
GKIM
7
GW&K Investment Management
Massachusetts
$77.5M -$1.36M -29,760 -2%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$70M +$2.02M +44,260 +3%
Franklin Resources
9
Franklin Resources
California
$63.5M +$554K +12,132 +1%
Janus Henderson Group
10
Janus Henderson Group
United Kingdom
$59.6M -$2.67M -58,456 -5%
Lord, Abbett & Co
11
Lord, Abbett & Co
New Jersey
$56.7M +$3.59M +78,648 +7%
MPI
12
Mairs & Power Inc
Minnesota
$51.5M +$24.9M +545,040 +111%
Invesco
13
Invesco
Georgia
$48.6M +$5.21M +113,936 +13%
N
14
Nuveen
North Carolina
$48.5M -$1.29M -28,332 -3%
SFM
15
Systematic Financial Management
New Jersey
$43M -$1.35M -29,548 -3%
Goldman Sachs
16
Goldman Sachs
New York
$42.7M -$997K -21,820 -2%
Fidelity Investments
17
Fidelity Investments
Massachusetts
$41.7M +$8.46M +185,104 +28%
JP Morgan Chase
18
JP Morgan Chase
New York
$39.1M +$18.7M +408,452 +108%
Charles Schwab
19
Charles Schwab
California
$38.8M +$1.53M +33,480 +4%
Loomis, Sayles & Company
20
Loomis, Sayles & Company
Massachusetts
$37.6M +$14.4M +314,528 +71%
Northern Trust
21
Northern Trust
Illinois
$35.8M -$978K -21,392 -3%
NRCM
22
North Reef Capital Management
California
$35.5M -$15.1M -329,844 -32%
Morgan Stanley
23
Morgan Stanley
New York
$32.3M -$45.5M -994,604 -60%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$31.9M -$832K -18,196 -3%
VOYA Investment Management
25
VOYA Investment Management
Georgia
$30M +$4.8M +105,072 +21%

PIPR Hedge Fund Activity: Q1 2024 in Review

284 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Piper Sandler (PIPR) for Q1 2024, worth a combined $2.62B — up 14% from $2.29B a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new PIPR positions and 18 closed out — a net gain of 28 holders — while 83 added to existing stakes and 86 trimmed.

The largest buyer was Mairs & Power Inc, adding an estimated $24.9M. The largest seller was Morgan Stanley, cutting an estimated $45.5M.

  • 284 institutional investors held Piper Sandler (PIPR) as of Q1 2024, up from 258 in Q4 2023.
  • Funds reported $2.62B of Piper Sandler stock for Q1 2024, up 14% quarter-over-quarter.
  • 46 funds opened new Piper Sandler positions in Q1 2024 and 18 closed out, a net change of +28 holders.
  • The largest Piper Sandler buyer in Q1 2024 was Mairs & Power Inc, an estimated $24.9M added.
  • The largest Piper Sandler seller in Q1 2024 was Morgan Stanley, an estimated $45.5M sold.

Based on aggregated 13F filings for Q1 2024.