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358 hedge funds and large institutions have $5.08B invested in SAP in 2017 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 130 increasing their positions, 106 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more funds holding in top 10

Funds holding in top 10: 4 → 5 (+1)

23% more repeat investments, than reductions

Existing positions increased: 130 | Existing positions reduced: 106

14% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 35

8% more capital invested

Capital invested by funds: $4.71B → $5.08B (+$367M)

1% more call options, than puts

Call options by funds: $25.6M | Put options by funds: $25.2M

0.11% more ownership

Funds ownership: 3.66% → 3.77% (+0.11%)

1% less funds holding

Funds holding: 360 → 358 (-2)

Holders
358
Holders Change
-2
Holders Change %
-0.56%
% of All Funds
8.93%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.12%
New
40
Increased
130
Reduced
106
Closed
35
Calls
$25.6M
Puts
$25.2M
Net Calls
+$377K
Net Calls Change
+$18M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$169M
2
Bank of America
Bank of America
North Carolina
+$41.3M
3
HL
Harding Loevner
New Jersey
+$37.1M
4
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
+$32.5M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$30.5M

Top Sellers

1
Deutsche Bank
Deutsche Bank
Germany
-$166M
2
SI
Scharf Investments
California
-$72.8M
3
Morgan Stanley
Morgan Stanley
New York
-$12.3M
4
Franklin Resources
Franklin Resources
California
-$8.51M
5
PL
Perpetual Ltd
Australia
-$7.81M
Name Holding Trade Value Shares
Change 		Change in
Stake
CFB
226
Cullen/Frost Bankers
Texas
$358K -$23.9K -225 -6%
AP
227
Advisor Partners
California
$351K +$112K +1,050 +49%
Bessemer Group
228
Bessemer Group
New Jersey
$344K -$22.1K -208 -6%
Brown Advisory
229
Brown Advisory
Maryland
$326K +$25.9K +244 +9%
Wellington Management Group
230
Wellington Management Group
Massachusetts
$311K +$302K +2,840 New
MWM
231
Mission Wealth Management
California
$306K +$42.9K +404 +17%
BTNA
232
Bremer Trust National Association
Minnesota
$303K -$743 -7 -0.3%
WAS
233
WESPAC Advisors SoCal
California
$298K -$2.65K -25 -0.9%
FAAS
234
First Allied Advisory Services
California
$297K +$29.7K +280 +12%
RCAG
235
Rehmann Capital Advisory Group
Michigan
$292K -$91.8K -864 -24%
SBH
236
Segall Bryant & Hamill
Illinois
$288K – – –
IAA
237
Independent Advisor Alliance
North Carolina
$282K +$4.14K +39 +2%
IWA
238
Intercontinental Wealth Advisors
Texas
$280K +$48K +452 +22%
MC
239
Miles Capital
Iowa
$279K – – –
WHG
240
Westwood Holdings Group
Texas
$278K +$244K +2,298 +958%
RWP
241
RWA Wealth Partners
Massachusetts
$274K +$266K +2,500 New
PFS
242
Physicians Financial Services
North Carolina
$263K – – –
BIMC
243
Benson Investment Management Company
Virginia
$257K – – –
DWT
244
Dorsey & Whitney Trust
South Dakota
$257K +$1.38K +13 +0.6%
LW
245
Linscomb Wealth
Texas
$255K -$17K -160 -6%
RRAM
246
River Road Asset Management
Kentucky
$255K +$247K +2,326 New
HB
247
Homrich & Berg
Georgia
$248K +$241K +2,266 New
S
248
SignatureFD
Georgia
$241K +$28.7K +270 +14%
EVM
249
Eaton Vance Management
Massachusetts
$240K +$1.06K +10 +0.5%
CG
250
Cutler Group
California
$239K -$31.9K -300 -12%
8 9
10
11 12

SAP Hedge Fund Activity: Q3 2017 in Review

358 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in SAP (SAP) for Q3 2017, worth a combined $5.08B — up 7.8% from $4.71B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new SAP positions and 35 closed out — a net gain of 5 holders — while 130 added to existing stakes and 106 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $169M. The largest seller was Deutsche Bank, cutting an estimated $166M.

  • 358 institutional investors held SAP (SAP) as of Q3 2017, down from 360 in Q2 2017.
  • Funds reported $5.08B of SAP stock for Q3 2017, up 7.8% quarter-over-quarter.
  • 40 funds opened new SAP positions in Q3 2017 and 35 closed out, a net change of +5 holders.
  • The largest SAP buyer in Q3 2017 was Fidelity Investments, an estimated $169M added.
  • The largest SAP seller in Q3 2017 was Deutsche Bank, an estimated $166M sold.

Based on aggregated 13F filings for Q3 2017.