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529 hedge funds and large institutions have $7.49B invested in SAP in 2023 Q1 according to their latest regulatory filings, with 87 funds opening new positions, 189 increasing their positions, 164 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

107% more first-time investments, than exits

New positions opened: 87 | Existing positions closed: 42

60% more funds holding in top 10

Funds holding in top 10: 58 (+3)

21% more capital invested

Capital invested by funds: $6.17B → $7.49B (+$1.32B)

15% more repeat investments, than reductions

Existing positions increased: 189 | Existing positions reduced: 164

8% more funds holding

Funds holding: 491529 (+38)

0.05% less ownership

Funds ownership: 4.87%4.82% (-0.05%)

26% less call options, than puts

Call options by funds: $147M | Put options by funds: $199M

Holders
529
Holders Change
+38
Holders Change %
+7.74%
% of All Funds
8.43%
Holding in Top 10
8
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+60%
% of All Funds
0.13%
New
87
Increased
189
Reduced
164
Closed
42
Calls
$147M
Puts
$199M
Net Calls
-$51.5M
Net Calls Change
+$36.2M
Name Holding Trade Value Shares
Change
Change in
Stake
PGFC
301
Peapack-Gladstone Financial Corp
New Jersey
$368K -$14.4K -123 -4%
CB
302
Commerce Bank
Missouri
$363K +$2.46K +21 +0.7%
ECG
303
Edge Capital Group
Georgia
$350K +$224K +1,910 +223%
PAG
304
Private Advisor Group
New Jersey
$347K +$322K +2,742 New
NAS
305
Nicolet Advisory Services
Wisconsin
$345K +$314K +2,681 New
GT
306
Greenleaf Trust
Michigan
$345K +$55.1K +470 +21%
HSA
307
HBK Sorce Advisory
Pennsylvania
$344K -$340K -2,900 -52%
SMA
308
Sage Mountain Advisors
Georgia
$344K +$318K +2,715 New
FAIM
309
Financial Advocates Investment Management
Washington
$340K +$315K +2,686 New
MWM
310
Mission Wealth Management
California
$335K +$31.3K +267 +11%
EPAM
311
Euro Pacific Asset Management
Puerto Rico
$332K -$286K -2,439 -49%
KP
312
Keel Point
Alabama
$330K +$1.52K +13 +0.5%
MIFH
313
Migdal Insurance & Financial Holdings
Israel
$322K +$144K +1,224 +92%
FTA
314
Financial & Tax Architects
Missouri
$321K -$13.4K -114 -4%
MAM
315
MMA Asset Management
Pennsylvania
$321K
Lazard Asset Management
316
Lazard Asset Management
New York
$316K +$233K +1,990 +390%
HH
317
Hilltop Holdings
Texas
$310K
WA
318
Wambolt & Associates
Colorado
$309K -$10.6K -90 -4%
CIAS
319
Capital Investment Advisory Services
North Carolina
$308K +$22.5K +192 +9%
FW
320
FirstPurpose Wealth
Utah
$308K +$285K +2,431 New
N
321
Nuveen
North Carolina
$306K
FFP
322
FourThought Financial Partners
Florida
$305K -$10.4K -89 -4%
TAM
323
Tocqueville Asset Management
New York
$305K +$14.3K +122 +5%
VFA
324
Valeo Financial Advisors
Indiana
$303K +$281K +2,393 New
IWC
325
Integrated Wealth Concepts
Massachusetts
$300K -$1.7M -14,468 -86%

SAP Hedge Fund Activity: Q1 2023 in Review

529 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in SAP (SAP) for Q1 2023, worth a combined $7.49B — up 21% from $6.17B a quarter earlier.

Buyers outnumbered sellers: 87 funds opened new SAP positions and 42 closed out — a net gain of 45 holders — while 189 added to existing stakes and 164 trimmed.

The largest buyer was Capital International Investors, adding an estimated $90.9M. The largest seller was Principal Financial Group, cutting an estimated $37.6M.

  • 529 institutional investors held SAP (SAP) as of Q1 2023, up from 491 in Q4 2022.
  • Funds reported $7.49B of SAP stock for Q1 2023, up 21% quarter-over-quarter.
  • 87 funds opened new SAP positions in Q1 2023 and 42 closed out, a net change of +45 holders.
  • The largest SAP buyer in Q1 2023 was Capital International Investors, an estimated $90.9M added.
  • The largest SAP seller in Q1 2023 was Principal Financial Group, an estimated $37.6M sold.

Based on aggregated 13F filings for Q1 2023.