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295 hedge funds and large institutions have $3.99B invested in SAP in 2013 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 113 increasing their positions, 93 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 36

22% more repeat investments, than reductions

Existing positions increased: 113 | Existing positions reduced: 93

16% more capital invested

Capital invested by funds: $3.43B → $3.99B (+$563M)

4% more funds holding

Funds holding: 284 → 295 (+11)

0% more funds holding in top 10

Funds holding in top 10: 5 → 5 (0)

0.05% less ownership

Funds ownership: 3.78% → 3.73% (-0.05%)

33% less call options, than puts

Call options by funds: $65.1M | Put options by funds: $96.4M

Holders
295
Holders Change
+11
Holders Change %
+3.87%
% of All Funds
8.56%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.15%
New
50
Increased
113
Reduced
93
Closed
36
Calls
$65.1M
Puts
$96.4M
Net Calls
-$31.4M
Net Calls Change
+$7.23M

Top Buyers

1
WRF
Waddell & Reed Financial
Kansas
+$83.6M
2
HL
Harding Loevner
New Jersey
+$53.2M
3
FAM
Fred Alger Management
New York
+$34.6M
4
JP Morgan Chase
JP Morgan Chase
New York
+$21.8M
5
Macquarie Group
Macquarie Group
Australia
+$19.6M

Top Sellers

1
DCP
DSM Capital Partners
Florida
-$91M
2
TIM
Thornburg Investment Management
New Mexico
-$43.2M
3
BC
Balestra Capital
New York
-$36.4M
4
Goldman Sachs
Goldman Sachs
New York
-$22.3M
5
VKH
Virtu KCG Holdings
New York
-$21.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
M&T Bank
251
M&T Bank
New York
$44K – – –
LIA
252
LS Investment Advisors
Michigan
$40K – – –
HF
253
Hoxton Financial
West Virginia
$35K +$32.1K +404 New
CTC
254
Central Trust Company
Missouri
$32K – – –
PAS
255
Partnervest Advisory Services
California
$32K +$2.63K +33 +10%
PG
256
PEAK6 Group
Illinois
$30K -$336K -4,227 -93%
SNT
257
Security National Trust
West Virginia
$30K – – –
EFSCE
258
Enterprise Financial Services Corp (EFSC)
Missouri
$28K -$716 -9 -3%
MFS
259
MSI Financial Services
Massachusetts
$28K – – –
CFG
260
CKW Financial Group
Hawaii
$27K +$24.9K +313 New
LWCFA
261
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$26K – – –
LNB
262
Ledyard National Bank
$25K +$21K +264 +1,056%
CHC
263
City Holding Co
West Virginia
$25K +$39K +490 New
ARMC
264
American Research & Management Company
Massachusetts
$22K – – –
DCP
265
DSM Capital Partners
Florida
$21K -$91M -1,144,110 -100%
Bessemer Group
266
Bessemer Group
New Jersey
$21K +$3.98K +50 +25%
ASN
267
Advisory Services Network
Georgia
$21K +$18.8K +236 New
KTC
268
Kistler-Tiffany Companies
Pennsylvania
$20K – – –
Carson Wealth (CWM LLC)
269
Carson Wealth (CWM LLC)
Nebraska
$20K +$875 +11 +5%
PIM
270
Progressive Investment Management
Oregon
$20K +$8.35K +105 +88%
WA
271
WFG Advisors
Texas
$19K – – –
FHA
272
First Horizon Advisors
Tennessee
$18K +$11.2K +141 +172%
WEC
273
Winslow Evans & Crocker
Massachusetts
$18K +$16.3K +205 New
CAW
274
Cornerstone Advisors (Washington)
Washington
$17K – – –
RNS
275
Robert N. Shapiro
$15K – – –
9 10
11
12 13

SAP Hedge Fund Activity: Q4 2013 in Review

295 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in SAP (SAP) for Q4 2013, worth a combined $3.99B — up 16% from $3.43B a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new SAP positions and 36 closed out — a net gain of 14 holders — while 113 added to existing stakes and 93 trimmed.

The largest buyer was Waddell & Reed Financial, opening a new position worth an estimated $83.6M. The largest seller was DSM Capital Partners, cutting an estimated $91M.

  • 295 institutional investors held SAP (SAP) as of Q4 2013, up from 284 in Q3 2013.
  • Funds reported $3.99B of SAP stock for Q4 2013, up 16% quarter-over-quarter.
  • 50 funds opened new SAP positions in Q4 2013 and 36 closed out, a net change of +14 holders.
  • The largest SAP buyer in Q4 2013 was Waddell & Reed Financial, an estimated $83.6M added.
  • The largest SAP seller in Q4 2013 was DSM Capital Partners, an estimated $91M sold.

Based on aggregated 13F filings for Q4 2013.