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358 hedge funds and large institutions have $5.08B invested in SAP in 2017 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 130 increasing their positions, 106 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more funds holding in top 10

Funds holding in top 10: 4 → 5 (+1)

23% more repeat investments, than reductions

Existing positions increased: 130 | Existing positions reduced: 106

14% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 35

8% more capital invested

Capital invested by funds: $4.71B → $5.08B (+$367M)

1% more call options, than puts

Call options by funds: $25.6M | Put options by funds: $25.2M

0.11% more ownership

Funds ownership: 3.66% → 3.77% (+0.11%)

1% less funds holding

Funds holding: 360 → 358 (-2)

Holders
358
Holders Change
-2
Holders Change %
-0.56%
% of All Funds
8.93%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.12%
New
40
Increased
130
Reduced
106
Closed
35
Calls
$25.6M
Puts
$25.2M
Net Calls
+$377K
Net Calls Change
+$18M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$169M
2
Bank of America
Bank of America
North Carolina
+$41.3M
3
HL
Harding Loevner
New Jersey
+$37.1M
4
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
+$32.5M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$30.5M

Top Sellers

1
Deutsche Bank
Deutsche Bank
Germany
-$166M
2
SI
Scharf Investments
California
-$72.8M
3
Morgan Stanley
Morgan Stanley
New York
-$12.3M
4
Franklin Resources
Franklin Resources
California
-$8.51M
5
PL
Perpetual Ltd
Australia
-$7.81M
Name Holding Trade Value Shares
Change 		Change in
Stake
SIA
326
Sit Investment Associates
Minnesota
$12K – – –
MWM
327
MinichMacGregor Wealth Management
New York
$11K – – –
HFM
328
Hartford Financial Management
Connecticut
$10K – – –
WAM
329
Watermark Asset Management
California
$10K – – –
WTB
330
Washington Trust Bank
Washington
$9K -$18.1K -170 -68%
TJHA
331
Thomas J. Herzfeld Advisors
Florida
$9K – – –
NIC
332
Northwest Investment Counselors
Oregon
$9K +$8.39K +79 New
GEA
333
Glen Eagle Advisors
New Jersey
$8.22K – – –
CHP
334
Cable Hill Partners
Oregon
$8K – – –
RFA
335
Reilly Financial Advisors
California
$8K – – –
Federated Hermes
336
Federated Hermes
Pennsylvania
$8K +$1.81K +17 +31%
Thrivent Financial for Lutherans
337
Thrivent Financial for Lutherans
Minnesota
$8K +$7.75K +73 New
CPIG
338
Chicago Partners Investment Group
Illinois
$8K +$8.18K +77 New
DAM
339
Delta Asset Management
Tennessee
$7K – – –
Carson Wealth (CWM LLC)
340
Carson Wealth (CWM LLC)
Nebraska
$5K -$212 -2 -4%
HMS
341
Hanseatic Management Services
New Mexico
$5K – – –
AFNAS
342
American Financial Network Advisory Services
California
$5K +$5.2K +49 New
AAP
343
Arax Advisory Partners
Colorado
$4K -$1.81K -17 -31%
FPFS
344
First Personal Financial Services
North Carolina
$4K – – –
IIC
345
Integrated Investment Consultants
Michigan
$3K +$3.08K +29 New
PFGIA
346
Patriot Financial Group Insurance Agency
Massachusetts
$2K – – –
SA
347
SRH Advisors
Kansas
$2K – – –
KF
348
Krilogy Financial
Missouri
$2K +$2.34K +22 New
WEC
349
Winslow Evans & Crocker
Massachusetts
$1.32K – – –
PMFA
350
Plante Moran Financial Advisors
Michigan
$1K -$106 -1 -10%
12 13
14
15 16

SAP Hedge Fund Activity: Q3 2017 in Review

358 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in SAP (SAP) for Q3 2017, worth a combined $5.08B — up 7.8% from $4.71B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new SAP positions and 35 closed out — a net gain of 5 holders — while 130 added to existing stakes and 106 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $169M. The largest seller was Deutsche Bank, cutting an estimated $166M.

  • 358 institutional investors held SAP (SAP) as of Q3 2017, down from 360 in Q2 2017.
  • Funds reported $5.08B of SAP stock for Q3 2017, up 7.8% quarter-over-quarter.
  • 40 funds opened new SAP positions in Q3 2017 and 35 closed out, a net change of +5 holders.
  • The largest SAP buyer in Q3 2017 was Fidelity Investments, an estimated $169M added.
  • The largest SAP seller in Q3 2017 was Deutsche Bank, an estimated $166M sold.

Based on aggregated 13F filings for Q3 2017.