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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 %
SWM
326
Shelton Wealth Management
Texas
$736K +$145K +742 +24%
JCM
327
Janney Capital Management
Pennsylvania
$735K -$191K -979 -21%
PCIA
328
Prime Capital Investment Advisors
Kansas
$732K -$67.7K -347 -8%
NG
329
Norden Group
Utah
$727K +$204K +1,045 +39%
HPG
330
Harvest Portfolios Group
Ontario, Canada
$722K +$107K +550 +17%
MWM
331
Modera Wealth Management
New Jersey
$719K +$20.7K +106 +3%
HSBC Holdings
332
HSBC Holdings
United Kingdom
$701K +$3.9K +20 +0.6%
PSP
333
Principal Street Partners
Tennessee
$692K -$145K -763 -17%
YIA
334
YHB Investment Advisors
Connecticut
$691K -$242K -1,241 -26%
AWS
335
Atria Wealth Solutions
New York
$682K -$7.61K -39 -1%
FW
336
FirstPurpose Wealth
Utah
$681K -$12.2K -66 -2%
AP
337
Americana Partners
Texas
$678K +$173K +888 +34%
MWM
338
Mission Wealth Management
California
$676K +$147K +754 +28%
IAS
339
Insigneo Advisory Services
Florida
$671K -$10.1K -52 -1%
SRC
340
Sage Rhino Capital
California
$667K +$13.1K +67 +2%
LNC
341
Lincoln National Corp
Pennsylvania
$660K -$17.6K -90 -3%
FAIM
342
Financial Advocates Investment Management
Washington
$659K +$7.8K +40 +1%
HCMG
343
Howard Capital Management Group
California
$658K – – –
BL
344
Balentine LLC
Georgia
$657K +$18.9K +97 +3%
BOH
345
Bank of Hawaii
Hawaii
$648K -$5.07K -26 -0.8%
Lido Advisors
346
Lido Advisors
California
$626K +$81.9K +420 +15%
TA
347
Tectonic Advisors
Texas
$624K – – –
DAS
348
Dynamic Advisor Solutions
Arizona
$624K +$45.4K +233 +8%
ICG
349
InterOcean Capital Group
Tennessee
$623K – – –
FA
350
FDx Advisors
Illinois
$621K -$1.45M -7,423 -70%
12 13
14
15 16