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529 hedge funds and large institutions have $7.49B invested in SAP in 2023 Q1 according to their latest regulatory filings, with 87 funds opening new positions, 189 increasing their positions, 164 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

107% more first-time investments, than exits

New positions opened: 87 | Existing positions closed: 42

60% more funds holding in top 10

Funds holding in top 10: 58 (+3)

21% more capital invested

Capital invested by funds: $6.17B → $7.49B (+$1.32B)

15% more repeat investments, than reductions

Existing positions increased: 189 | Existing positions reduced: 164

8% more funds holding

Funds holding: 491529 (+38)

0.05% less ownership

Funds ownership: 4.87%4.82% (-0.05%)

26% less call options, than puts

Call options by funds: $147M | Put options by funds: $199M

Holders
529
Holders Change
+38
Holders Change %
+7.74%
% of All Funds
8.43%
Holding in Top 10
8
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+60%
% of All Funds
0.13%
New
87
Increased
189
Reduced
164
Closed
42
Calls
$147M
Puts
$199M
Net Calls
-$51.5M
Net Calls Change
+$36.2M
Name Holding Trade Value Shares
Change
Change in
Stake
FSA
351
Franklin Street Advisors
North Carolina
$241K +$223K +1,901 New
AWS
352
Atria Wealth Solutions
New York
$240K +$223K +1,897 New
HPC
353
HM Payson & Co
Maine
$239K
FT
354
Fiduciary Trust
Massachusetts
$238K +$221K +1,884 New
FVWA
355
Foster Victor Wealth Advisors
South Carolina
$237K +$217K +1,852 New
LCM
356
LCM Capital Management
Illinois
$236K +$219K +1,867 New
OL
357
Optas LLC
Texas
$236K +$218K +1,861 New
CHAM
358
Clear Harbor Asset Management
Connecticut
$235K +$218K +1,857 New
CS
359
Credit Suisse
Switzerland
$232K -$2.71M -23,089 -93%
AC
360
Avestar Capital
New York
$231K -$37.2K -317 -15%
NA
361
NewEdge Advisors
Louisiana
$231K -$15.2K -130 -7%
RMDI
362
R.M. Davis Inc
Maine
$231K +$214K +1,823 New
APWM
363
Argonautica Private Wealth Management
Massachusetts
$228K -$48.4K -413 -19%
PWM
364
Perigon Wealth Management
California
$227K +$211K +1,795 New
PMA
365
Prudent Man Advisors
Illinois
$227K +$211K +1,796 New
WT
366
Whittier Trust
California
$225K
GC
367
Guggenheim Capital
Illinois
$225K +$208K +1,776 New
BDFN
368
Bond & Devick Financial Network
Minnesota
$224K +$208K +1,770 New
LC
369
Lindbrook Capital
California
$222K +$11.1K +95 +6%
TSS
370
Two Sigma Securities
New York
$220K +$204K +1,741 New
AWM
371
Apollon Wealth Management
South Carolina
$220K +$204K +1,740 New
EP
372
Eudaimonia Partners
Tennessee
$218K +$202K +1,724 New
CS
373
Comerica Securities
Michigan
$216K +$235 +2 +0.1%
HNW
374
High Note Wealth
Minnesota
$216K +$200K +1,706 New
RBFC
375
Roman Butler Fullerton & Co
Missouri
$215K +$189K +1,614 New

SAP Hedge Fund Activity: Q1 2023 in Review

529 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in SAP (SAP) for Q1 2023, worth a combined $7.49B — up 21% from $6.17B a quarter earlier.

Buyers outnumbered sellers: 87 funds opened new SAP positions and 42 closed out — a net gain of 45 holders — while 189 added to existing stakes and 164 trimmed.

The largest buyer was Capital International Investors, adding an estimated $90.9M. The largest seller was Principal Financial Group, cutting an estimated $37.6M.

  • 529 institutional investors held SAP (SAP) as of Q1 2023, up from 491 in Q4 2022.
  • Funds reported $7.49B of SAP stock for Q1 2023, up 21% quarter-over-quarter.
  • 87 funds opened new SAP positions in Q1 2023 and 42 closed out, a net change of +45 holders.
  • The largest SAP buyer in Q1 2023 was Capital International Investors, an estimated $90.9M added.
  • The largest SAP seller in Q1 2023 was Principal Financial Group, an estimated $37.6M sold.

Based on aggregated 13F filings for Q1 2023.