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529 hedge funds and large institutions have $7.49B invested in SAP in 2023 Q1 according to their latest regulatory filings, with 87 funds opening new positions, 189 increasing their positions, 164 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

107% more first-time investments, than exits

New positions opened: 87 | Existing positions closed: 42

60% more funds holding in top 10

Funds holding in top 10: 58 (+3)

21% more capital invested

Capital invested by funds: $6.17B → $7.49B (+$1.32B)

15% more repeat investments, than reductions

Existing positions increased: 189 | Existing positions reduced: 164

8% more funds holding

Funds holding: 491529 (+38)

0.05% less ownership

Funds ownership: 4.87%4.82% (-0.05%)

26% less call options, than puts

Call options by funds: $147M | Put options by funds: $199M

Holders
529
Holders Change
+38
Holders Change %
+7.74%
% of All Funds
8.43%
Holding in Top 10
8
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+60%
% of All Funds
0.13%
New
87
Increased
189
Reduced
164
Closed
42
Calls
$147M
Puts
$199M
Net Calls
-$51.5M
Net Calls Change
+$36.2M
Name Holding Trade Value Shares
Change
Change in
Stake
Rockefeller Capital Management
226
Rockefeller Capital Management
New York
$766K -$30.7K -262 -4%
BSAM
227
Blue Square Asset Management
New York
$765K +$709K +6,044 New
MCM
228
MAI Capital Management
Ohio
$736K +$201K +1,714 +42%
SWS
229
SYSTM Wealth Solutions
Illinois
$729K -$32K -273 -5%
WFI
230
West Family Investments
California
$722K
TWC
231
TD Waterhouse Canada
Ontario, Canada
$722K +$1.64K +14 +0.2%
Vontobel Holding
232
Vontobel Holding
Switzerland
$709K
NEI
233
Northwest & Ethical Investments
Ontario, Canada
$697K -$31.1K -265 -5%
PVM
234
Palogic Value Management
Texas
$693K +$95.2K +812 +17%
WMSA
235
Weiss Multi-Strategy Advisers
New York
$690K +$640K +5,456 New
HTC
236
Haverford Trust Company
Pennsylvania
$687K +$24.4K +208 +4%
LA
237
LVW Advisors
New York
$682K -$7.16K -61 -1%
SFO
238
Stokes Family Office
Louisiana
$672K +$97.1K +828 +18%
FAFN
239
First Affirmative Financial Network
Colorado
$672K +$1.64K +14 +0.3%
SW
240
SVB Wealth
Massachusetts
$651K -$39.4K -336 -6%
JWM
241
Janiczek Wealth Management
Colorado
$648K -$6.33K -54 -1%
CCA
242
Checchi Capital Advisers
California
$637K +$12.7K +108 +2%
AIM
243
Allen Investment Management
New York
$633K
SCM
244
SOL Capital Management
Maryland
$632K
WI
245
WrapManager Inc
California
$625K +$66.4K +566 +13%
AWM
246
Axxcess Wealth Management
California
$623K +$136K +1,162 +31%
PFO
247
Pathstone Family Office
New Jersey
$621K -$1.6M -13,625 -74%
IC
248
IEQ Capital
California
$608K +$280K +2,385 +99%
DG
249
DMC Group
Alabama
$605K +$68.4K +583 +14%
CIM
250
Confluence Investment Management
Missouri
$601K +$6.1K +52 +1%

SAP Hedge Fund Activity: Q1 2023 in Review

529 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in SAP (SAP) for Q1 2023, worth a combined $7.49B — up 21% from $6.17B a quarter earlier.

Buyers outnumbered sellers: 87 funds opened new SAP positions and 42 closed out — a net gain of 45 holders — while 189 added to existing stakes and 164 trimmed.

The largest buyer was Capital International Investors, adding an estimated $90.9M. The largest seller was Principal Financial Group, cutting an estimated $37.6M.

  • 529 institutional investors held SAP (SAP) as of Q1 2023, up from 491 in Q4 2022.
  • Funds reported $7.49B of SAP stock for Q1 2023, up 21% quarter-over-quarter.
  • 87 funds opened new SAP positions in Q1 2023 and 42 closed out, a net change of +45 holders.
  • The largest SAP buyer in Q1 2023 was Capital International Investors, an estimated $90.9M added.
  • The largest SAP seller in Q1 2023 was Principal Financial Group, an estimated $37.6M sold.

Based on aggregated 13F filings for Q1 2023.