We are live on ! Find out more

340 hedge funds and large institutions have $4.57B invested in SAP in 2017 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 129 increasing their positions, 112 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more capital invested

Capital invested by funds: $3.7B → $4.57B (+$871M)

16% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 32

15% more repeat investments, than reductions

Existing positions increased: 129 | Existing positions reduced: 112

1% more funds holding

Funds holding: 337340 (+3)

0.31% more ownership

Funds ownership: 3.48%3.79% (+0.31%)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

61% less call options, than puts

Call options by funds: $6.82M | Put options by funds: $17.5M

Holders
340
Holders Change
+3
Holders Change %
+0.89%
% of All Funds
8.46%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.12%
New
37
Increased
129
Reduced
112
Closed
32
Calls
$6.82M
Puts
$17.5M
Net Calls
-$10.7M
Net Calls Change
-$20.2M
Name Holding Trade Value Shares
Change
Change in
Stake
MPWT
301
MassMutual Private Wealth & Trust
Connecticut
$19.8K
NSB
302
Norway Savings Bank
Maine
$17K -$10.8K -116 -41%
MRCM
303
M&R Capital Management
New Jersey
$17K
AIM
304
Anchor Investment Management
South Carolina
$16.7K
CIM
305
Contravisory Investment Management
Massachusetts
$15K
CAW
306
Cornerstone Advisors (Washington)
Washington
$13K
GWM
307
Geneos Wealth Management
Colorado
$13K +$7.43K +80 +145%
GBBWRPM
308
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$12K +$11.1K +120 New
HIIFS
309
Harel Insurance Investments & Financial Services
Israel
$12K +$11.6K +125 New
KTC
310
Kistler-Tiffany Companies
Pennsylvania
$11K -$1.21K -13 -11%
VIA
311
Vantage Investment Advisors
Pennsylvania
$11K
WTC
312
WhitTier Trust Company
Nevada
$11K
WIM
313
Westside Investment Management
California
$10.3K +$1.39K +15 +16%
IWM
314
IHT Wealth Management
Illinois
$10K +$1.3K +14 +15%
CFA
315
CT Financial Advisors
Pennsylvania
$9.82K
WTB
316
Washington Trust Bank
Washington
$8K
BTIS
317
BB&T Investment Services
North Carolina
$8K +$7.71K +83 New
GEA
318
Glen Eagle Advisors
New Jersey
$7.36K
SF
319
Synovus Financial
Georgia
$7K -$29.8K -321 -81%
BFEC
320
Benjamin F. Edwards & Company
Missouri
$7K -$27.9K -300 -80%
CHP
321
Cable Hill Partners
Oregon
$7K
MWM
322
MinichMacGregor Wealth Management
New York
$7K
RFA
323
Reilly Financial Advisors
California
$7K
CYG
324
Clean Yield Group
Vermont
$6K +$5.76K +62 New
DAM
325
Delta Asset Management
Tennessee
$6K +$5.85K +63 New

SAP Hedge Fund Activity: Q1 2017 in Review

340 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in SAP (SAP) for Q1 2017, worth a combined $4.57B — up 24% from $3.7B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new SAP positions and 32 closed out — a net gain of 5 holders — while 129 added to existing stakes and 112 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $77.5M. The largest seller was 1832 Asset Management, cutting an estimated $29.3M.

  • 340 institutional investors held SAP (SAP) as of Q1 2017, up from 337 in Q4 2016.
  • Funds reported $4.57B of SAP stock for Q1 2017, up 24% quarter-over-quarter.
  • 37 funds opened new SAP positions in Q1 2017 and 32 closed out, a net change of +5 holders.
  • The largest SAP buyer in Q1 2017 was Morgan Stanley, an estimated $77.5M added.
  • The largest SAP seller in Q1 2017 was 1832 Asset Management, an estimated $29.3M sold.

Based on aggregated 13F filings for Q1 2017.