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SAP
SAP

Overview Fund Activity

847 hedge funds and large institutions have $17.6B invested in SAP in 2024 Q4 according to their latest regulatory filings, with 144 funds opening new positions, 295 increasing their positions, 278 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
847
Holders Change
+61
Holders Change %
+7.76%
% of All Funds
11.27%
Holding in Top 10
12
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-20%
% of All Funds
0.16%
New
144
Increased
295
Reduced
278
Closed
68
Calls
$359M
Puts
$432M
Net Calls
-$73.2M
Net Calls Change
+$76.6M

Top Buyers

1
WCM Investment Management
WCM Investment Management
California
+$290M
2
TD Asset Management
TD Asset Management
Ontario, Canada
+$219M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$196M
4
Northern Trust
Northern Trust
Illinois
+$173M
5
Wellington Management Group
Wellington Management Group
Massachusetts
+$164M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$213M
2
Westfield Capital Management
Westfield Capital Management
Massachusetts
-$159M
3
HL
Harding Loevner
New Jersey
-$147M
4
Goldman Sachs
Goldman Sachs
New York
-$118M
5
ClearBridge Investments
ClearBridge Investments
New York
-$72.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIM
326
Confluence Investment Management
Missouri
$1.06M +$12.1K +49 +1%
FRA
327
Frank Rimerman Advisors
California
$1.05M -$1.92M -7,817 -65%
BF
328
Brucke Financial
Indiana
$1.05M +$1.05M +3,786 New
GI
329
GAMMA Investing
California
$1.03M +$123K +500 +14%
PP
330
PDS Planning
Ohio
$1.02M +$32.7K +133 +3%
SI
331
Stephens Inc
Arkansas
$1.02M -$84.5K -343 -8%
CA
332
Clearstead Advisors
Ohio
$1M +$147K +599 +17%
SW
333
SlateStone Wealth
Florida
$972K -$98.5K -400 -9%
MCM
334
MAI Capital Management
Ohio
$954K -$55.6K -226 -6%
MWM
335
Modera Wealth Management
New Jersey
$951K +$27.8K +113 +3%
KCM
336
Kathmere Capital Management
Pennsylvania
$930K +$89.4K +363 +11%
Acadian Asset Management
337
Acadian Asset Management
Massachusetts
$929K +$929K +3,775 New
YIA
338
YHB Investment Advisors
Connecticut
$926K -$38.2K -155 -4%
SCM
339
SOL Capital Management
Maryland
$925K -$271K -1,100 -23%
TW
340
TritonPoint Wealth
Maryland
$916K -$2.71K -11 -0.3%
AA
341
ALPS Advisors
Colorado
$911K -$88.1K -358 -9%
BTWM
342
Baker Tilly Wealth Management
Wisconsin
$910K -$120K -489 -12%
IWC
343
Integrated Wealth Concepts
Massachusetts
$909K +$358K +1,454 +65%
PSP
344
Principal Street Partners
Tennessee
$908K +$8.62K +35 +1%
HW
345
Hancock Whitney
Mississippi
$901K -$64.3K -261 -7%
MWM
346
Mission Wealth Management
California
$895K -$52.9K -215 -6%
PA
347
Profund Advisors
Maryland
$889K -$318K -1,290 -26%
CHP
348
Cable Hill Partners
Oregon
$887K – – –
BTI
349
Blue Trust Inc
Georgia
$884K -$540K -2,195 -38%
NEI
350
Northwest & Ethical Investments
Ontario, Canada
$870K +$44.6K +181 +5%
12 13
14
15 16