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SAP
SAP

Overview Fund Activity

487 hedge funds and large institutions have $5.7B invested in SAP in 2022 Q2 according to their latest regulatory filings, with 61 funds opening new positions, 196 increasing their positions, 139 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
487
Holders Change
-18
Holders Change %
-3.56%
% of All Funds
8.23%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.12%
New
61
Increased
196
Reduced
139
Closed
71
Calls
$111M
Puts
$98.5M
Net Calls
+$12.1M
Net Calls Change
+$9.34M

Top Buyers

1
PG
Pendal Group
Australia
+$174M
2
Morgan Stanley
Morgan Stanley
New York
+$165M
3
ClearBridge Investments
ClearBridge Investments
New York
+$121M
4
FMI
Fiduciary Management Inc
Wisconsin
+$70.5M
5
Capital International Investors
Capital International Investors
California
+$61.6M

Top Sellers

1
Twin Tree Management
Twin Tree Management
Texas
-$21.5M
2
MIM
Martin Investment Management
Florida
-$17.7M
3
Ameriprise
Ameriprise
Minnesota
-$15.9M
4
SGA
Sustainable Growth Advisers
Connecticut
-$15.2M
5
SC
Saturna Capital
Washington
-$13.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
FPS
351
Fieldpoint Private Securities
Connecticut
$101K +$44.5K +492 +79%
JWM
352
Janiczek Wealth Management
Colorado
$95K +$17.6K +190 +23%
SPIA
353
Steward Partners Investment Advisory
New York
$93K -$140K -1,542 -60%
MHR
354
Matthew Hamilton Rosenberg
$86K +$29K +319 +51%
CFB
355
Cullen/Frost Bankers
Texas
$84K +$1.18K +13 +1%
GWS
356
Glassman Wealth Services
Virginia
$84K +$12K +133 +17%
MAM
357
Marquette Asset Management
Minnesota
$81K – – –
AAP
358
Arax Advisory Partners
Colorado
$79K +$30.7K +338 +64%
PTC
359
Private Trust Company
Ohio
$74K +$74K +817 New
HBW
360
Hazlett, Burt & Watson
West Virginia
$72K – – –
LC
361
Lindbrook Capital
California
$70K +$19.9K +221 +40%
JWA
362
JFS Wealth Advisors
Pennsylvania
$68K +$61.3K +680 +919%
LTI
363
Laffer Tengler Investments
Tennessee
$60.1K -$71.3K -786 -54%
HIA
364
Harbor Investment Advisory
Maryland
$59K +$3.99K +44 +7%
HWMA
365
Heritage Wealth Management (Arizona)
Arizona
$54.5K -$410K -4,523 -88%
SN
366
Sittner & Nelson
Oregon
$54K – – –
WTA
367
Washington Trust Advisors
Massachusetts
$52K +$4.7K +52 +10%
MIM
368
Meridiem Investment Management
United Kingdom
$50K – – –
ZB
369
Zions Bancorporation
Utah
$49K +$271 +3 +0.6%
AF
370
Advisornet Financial
Minnesota
$46K -$13.1K -146 -22%
SWM
371
Selective Wealth Management
Virginia
$46K +$39.9K +440 +657%
AA
372
Addison Advisors
Vermont
$43K -$63.2K -697 -60%
CLOS
373
Compagnie Lombard Odier SCmA
Switzerland
$43K – – –
MA
374
Montag & Associates
Georgia
$37K – – –
PB
375
Pinnacle Bancorp
Nebraska
$37K +$5.48K +60 +17%
13 14
15
16 17