SAP icon

SAP
SAP

Overview Fund Activity

703 hedge funds and large institutions have $12.6B invested in SAP in 2024 Q1 according to their latest regulatory filings, with 120 funds opening new positions, 227 increasing their positions, 258 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
703
Holders Change
+59
Holders Change %
+9.16%
% of All Funds
10.19%
Holding in Top 10
15
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+87.5%
% of All Funds
0.22%
New
120
Increased
227
Reduced
258
Closed
53
Calls
$115M
Puts
$193M
Net Calls
-$78.3M
Net Calls Change
+$20.1M

Top Buyers

1
GAM
Groupama Asset Management
France
$125M
2
Citigroup
Citigroup
New York
$145M
3
Bank of America
Bank of America
North Carolina
$313M
4
Westfield Capital Management
Westfield Capital Management
Massachusetts
$58.9M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$1.24B

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$555M
2
HL
Harding Loevner
New Jersey
$753M
3
FMI
Fiduciary Management Inc
Wisconsin
$0
4
First Trust Advisors
First Trust Advisors
Illinois
$55.6M
5
Fisher Asset Management
Fisher Asset Management
Washington
$983M
Name Holding Trade Value Shares
Change 		Shares
Change %
PWPS
251
Pinnacle Wealth Planning Services
Ohio
$1.31M -$39.8K -204 -3%
DG
252
DMC Group
Alabama
$1.31M +$94.2K +483 +8%
BTWM
253
Baker Tilly Wealth Management
Wisconsin
$1.31M -$12.5K -64 -0.9%
LA
254
LVW Advisors
New York
$1.31M -$164K -842 -11%
SWS
255
SYSTM Wealth Solutions
Illinois
$1.3M -$21.5K -110 -2%
AFG
256
Atomi Financial Group
New York
$1.26M +$181K +928 +17%
AC
257
Abbrea Capital
California
$1.25M – – –
PS
258
Principal Securities
Iowa
$1.24M +$317K +1,625 +34%
WA
259
Wealth Alliance
New York
$1.24M -$139K -715 -10%
GF
260
Gabelli Funds
New York
$1.23M – – –
AWA
261
Aaron Wealth Advisors
Illinois
$1.22M +$429K +2,200 +54%
XT
262
XTX Topco
Cayman Islands
$1.21M +$1.21M +6,223 New
SW
263
SlateStone Wealth
Florida
$1.2M -$291K -1,490 -20%
AWM
264
AE Wealth Management
Kansas
$1.2M +$161K +826 +16%
PVM
265
Palogic Value Management
Texas
$1.18M +$2.54K +13 +0.2%
GM
266
GeoWealth Management
Illinois
$1.17M +$53.2K +273 +5%
EAM
267
Eagle Asset Management
Florida
$1.16M +$4.9K +25 +0.4%
NFA
268
Northern Financial Advisors
Michigan
$1.16M -$1.95K -10 -0.2%
WFI
269
West Family Investments
California
$1.15M +$49.7K +255 +5%
AA
270
ALPS Advisors
Colorado
$1.14M -$127K -653 -10%
CCA
271
Checchi Capital Advisers
California
$1.14M +$4.1K +21 +0.4%
GWMR
272
GC Wealth Management RIA
Massachusetts
$1.13M +$30.2K +155 +3%
CP
273
Covenant Partners
Tennessee
$1.12M -$472K -2,419 -30%
KI
274
Keystone Investors
Singapore
$1.12M +$1.12M +5,720 New
PCS
275
Personal CFO Solutions
New Jersey
$1.11M -$1.56K -8 -0.1%
9 10
11
12 13