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SAP
SAP

Overview Fund Activity

644 hedge funds and large institutions have $10.7B invested in SAP in 2023 Q4 according to their latest regulatory filings, with 125 funds opening new positions, 220 increasing their positions, 204 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
644
Holders Change
+63
Holders Change %
+10.84%
% of All Funds
9.44%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
125
Increased
220
Reduced
204
Closed
51
Calls
$132M
Puts
$230M
Net Calls
-$98.4M
Net Calls Change
+$28.8M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$872M
2
Eagle Capital Management (New York)
2
Eagle Capital Management (New York)
New York
$686M
3
Capital International Investors
3
Capital International Investors
California
$1.54B
4
Arrowstreet Capital
4
Arrowstreet Capital
Massachusetts
$189M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$934M

Top Sellers

1
FMI
1
Fiduciary Management Inc
Wisconsin
$167M
2
ClearBridge Investments
2
ClearBridge Investments
New York
$321M
3
WPL
3
WINDACRE PARTNERSHIP LLC
Texas
$311M
4
Optiver Holding
4
Optiver Holding
Netherlands
$0
5
Fisher Asset Management
5
Fisher Asset Management
Washington
$821M
Name Holding Trade Value Shares
Change 		Shares
Change %
Two Sigma Advisers
326
Two Sigma Advisers
New York
$541K +$30.9K +200 +6%
IAS
327
Insigneo Advisory Services
Florida
$540K +$27.8K +180 +5%
AWA
328
Arete Wealth Advisors
Illinois
$540K +$17K +110 +3%
LNC
329
Lincoln National Corp
Pennsylvania
$537K +$138K +895 +35%
SWP
330
Strategic Wealth Partners
Ohio
$534K -$2.59M -16,748 -83%
Janus Henderson Group
331
Janus Henderson Group
United Kingdom
$533K -$3.56K -23 -0.7%
SPG
332
Strategic Planning Group
Utah
$525K +$525K +3,392 New
HCMG
333
Howard Capital Management Group
California
$522K -$3.71K -24 -0.7%
BOH
334
Bank of Hawaii
Hawaii
$518K -$6.34K -41 -1%
SRC
335
Sage Rhino Capital
California
$518K -$155 -1 -0%
WLG
336
Williamson Legacy Group
Indiana
$518K +$518K +3,350 New
FAIM
337
Financial Advocates Investment Management
Washington
$516K +$17.5K +113 +4%
BL
338
Balentine LLC
Georgia
$506K +$34K +220 +7%
TA
339
Tectonic Advisors
Texas
$494K – – –
ICG
340
InterOcean Capital Group
Tennessee
$493K – – –
AWM
341
Apollon Wealth Management
South Carolina
$492K +$492K +3,182 New
HPG
342
Harvest Portfolios Group
Ontario, Canada
$487K -$133K -863 -21%
EARNEST Partners
343
EARNEST Partners
Georgia
$476K -$12.7K -82 -3%
PF
344
Phoenix Financial
Israel
$475K – – –
BG
345
Bahl & Gaynor
Ohio
$472K – – –
SWM
346
Shelton Wealth Management
Texas
$469K +$469K +3,033 New
BRWA
347
B. Riley Wealth Advisors
Florida
$463K -$222K -1,437 -32%
AC
348
Avestar Capital
New York
$458K -$309 -2 -0.1%
MAM
349
MMA Asset Management
Pennsylvania
$458K – – –
CTC
350
Cetera Trust Company
Minnesota
$448K +$448K +2,895 New
12 13
14
15 16