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568 hedge funds and large institutions have $8.11B invested in SAP in 2023 Q2 according to their latest regulatory filings, with 80 funds opening new positions, 187 increasing their positions, 205 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

111% more first-time investments, than exits

New positions opened: 80 | Existing positions closed: 38

13% more funds holding in top 10

Funds holding in top 10: 8 → 9 (+1)

8% more capital invested

Capital invested by funds: $7.49B → $8.11B (+$626M)

7% more funds holding

Funds holding: 529 → 568 (+39)

0.01% more ownership

Funds ownership: 4.82% → 4.83% (+0.01%)

9% less repeat investments, than reductions

Existing positions increased: 187 | Existing positions reduced: 205

60% less call options, than puts

Call options by funds: $106M | Put options by funds: $266M

Holders
568
Holders Change
+39
Holders Change %
+7.37%
% of All Funds
8.92%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.14%
New
80
Increased
187
Reduced
205
Closed
38
Calls
$106M
Puts
$266M
Net Calls
-$160M
Net Calls Change
-$108M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$137M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$46.4M
3
Goldman Sachs
Goldman Sachs
New York
+$44.4M
4
Optiver Holding
Optiver Holding
Netherlands
+$23.7M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$19.7M

Top Sellers

1
SGA
Sustainable Growth Advisers
Connecticut
-$110M
2
Principal Financial Group
Principal Financial Group
Iowa
-$87.8M
3
HL
Harding Loevner
New Jersey
-$43.2M
4
Fisher Asset Management
Fisher Asset Management
Washington
-$27.6M
5
FMI
Fiduciary Management Inc
Wisconsin
-$20M
Name Holding Trade Value Shares
Change 		Change in
Stake
CBFP
276
Cedar Brook Financial Partners
Ohio
$561K -$19.8K -150 -4%
PFO
277
Pathstone Family Office
New Jersey
$549K -$123K -927 -19%
IB
278
Intrust Bank
Kansas
$548K +$16.7K +126 +3%
ERSOT
279
Employees Retirement System of Texas
Texas
$532K – – –
RP
280
Riverwater Partners
Wisconsin
$531K – – –
AWAU
281
Alliance Wealth Advisors (Utah)
Utah
$515K +$24.7K +187 +5%
HPG
282
Harvest Portfolios Group
Ontario, Canada
$505K -$111K -838 -19%
PAG
283
Private Advisor Group
New Jersey
$501K +$123K +930 +34%
CWM
284
Cordatus Wealth Management
Pennsylvania
$499K +$483K +3,650 New
MWM
285
Modera Wealth Management
New Jersey
$492K +$476K +3,599 New
PA
286
Parallel Advisors
California
$488K +$17.3K +131 +4%
CGA
287
Channing Global Advisors
Florida
$483K +$18.6K +141 +4%
KIA
288
KLR Investment Advisors
Rhode Island
$482K +$466K +3,526 New
PP
289
PDS Planning
Ohio
$481K -$31.9K -241 -6%
Cambridge Investment Research Advisors
290
Cambridge Investment Research Advisors
Iowa
$480K +$74.8K +566 +19%
Janus Henderson Group
291
Janus Henderson Group
United Kingdom
$475K – – –
HSBC Holdings
292
HSBC Holdings
United Kingdom
$473K -$8.46K -64 -2%
ASN
293
Advisory Services Network
Georgia
$467K +$2.91K +22 +0.6%
HCMG
294
Howard Capital Management Group
California
$465K – – –
OWA
295
One Wealth Advisors
California
$464K +$2.38K +18 +0.5%
MOS
296
MGO One Seven
Ohio
$456K +$4.23K +32 +1%
AIA
297
Angeles Investment Advisors
California
$455K -$149K -1,124 -25%
ECM
298
ExodusPoint Capital Management
New York
$451K -$379K -2,865 -47%
BOH
299
Bank of Hawaii
Hawaii
$444K -$4.1K -31 -0.9%
ICG
300
InterOcean Capital Group
Tennessee
$442K -$34.9K -264 -8%
10 11
12
13 14

SAP Hedge Fund Activity: Q2 2023 in Review

568 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in SAP (SAP) for Q2 2023, worth a combined $8.11B — up 8.4% from $7.49B a quarter earlier.

Buyers outnumbered sellers: 80 funds opened new SAP positions and 38 closed out — a net gain of 42 holders — while 187 added to existing stakes and 205 trimmed.

The largest buyer was Bank of America, adding an estimated $137M. The largest seller was Sustainable Growth Advisers, cutting an estimated $110M.

  • 568 institutional investors held SAP (SAP) as of Q2 2023, up from 529 in Q1 2023.
  • Funds reported $8.11B of SAP stock for Q2 2023, up 8.4% quarter-over-quarter.
  • 80 funds opened new SAP positions in Q2 2023 and 38 closed out, a net change of +42 holders.
  • The largest SAP buyer in Q2 2023 was Bank of America, an estimated $137M added.
  • The largest SAP seller in Q2 2023 was Sustainable Growth Advisers, an estimated $110M sold.

Based on aggregated 13F filings for Q2 2023.