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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 %
1832 Asset Management
276
1832 Asset Management
Ontario, Canada
$1.09M -$90.3K -463 -8%
Vontobel Holding
277
Vontobel Holding
Switzerland
$1.09M – – –
HTC
278
Haverford Trust Company
Pennsylvania
$1.09M +$12.7K +65 +1%
LI
279
Louisbourg Investments
New Brunswick, Canada
$1.09M -$497K -2,550 -31%
DWM
280
Dynasty Wealth Management
Florida
$1.08M +$1.08M +5,542 New
HAG
281
HighPoint Advisor Group
Illinois
$1.08M +$1.14K +6 +0.1%
BPA
282
Beacon Pointe Advisors
California
$1.08M -$34.7K -178 -3%
PA
283
Profund Advisors
Maryland
$1.07M -$150K -768 -12%
MYIA
284
Mount Yale Investment Advisors
Colorado
$1.06M -$1.43M -7,315 -57%
WT
285
Whittier Trust
California
$1.05M +$211K +1,081 +25%
GSC
286
Grey Street Capital
Illinois
$1.05M +$1.05M +5,382 New
FAFN
287
First Affirmative Financial Network
Colorado
$1.04M +$16K +82 +2%
JWM
288
Janiczek Wealth Management
Colorado
$1.04M +$34.3K +176 +3%
SI
289
Stephens Inc
Arkansas
$998K -$54.6K -280 -5%
MPPW
290
Mitchell & Pahl Private Wealth
Oklahoma
$981K +$39.4K +202 +4%
AIM
291
Allen Investment Management
New York
$975K – – –
SWM
292
Sendero Wealth Management
Texas
$969K -$386K -1,978 -28%
HFM
293
Harvest Fund Management
China
$960K +$960K +4,926 New
PA
294
Parallel Advisors
California
$957K +$257K +1,319 +37%
SIGI
295
Susquehanna International Group (Ireland)
Ireland
$949K +$949K +4,868 New
NEI
296
Northwest & Ethical Investments
Ontario, Canada
$948K -$15.8K -81 -2%
SCM
297
SOL Capital Management
Maryland
$947K – – –
AWAU
298
Alliance Wealth Advisors (Utah)
Utah
$946K +$109K +558 +13%
OWA
299
One Wealth Advisors
California
$944K +$204K +1,047 +28%
BP
300
Ballentine Partners
Massachusetts
$942K +$219K +1,123 +30%
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