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SAP
SAP

Overview Fund Activity

401 hedge funds and large institutions have $12.8B invested in SAP in 2017 Q4 according to their latest regulatory filings, with 74 funds opening new positions, 135 increasing their positions, 104 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
401
Holders Change
+44
Holders Change %
+12.32%
% of All Funds
9.11%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
74
Increased
135
Reduced
104
Closed
28
Calls
$11.9M
Puts
$17.3M
Net Calls
-$5.43M
Net Calls Change
-$5.81M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$326M
2
Morgan Stanley
Morgan Stanley
New York
$195M
3
SGA
Sustainable Growth Advisers
Connecticut
$328M
4
Fisher Asset Management
Fisher Asset Management
Washington
$770M
5
CGT
Capital Guardian Trust
California
$21.3M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
$86.8M
2
Bank of America
Bank of America
North Carolina
$248M
3
Russell Investments Group
Russell Investments Group
United Kingdom
$101M
4
State Street
State Street
Massachusetts
$484K
5
CBT
Capital Bank & Trust
California
$10M
Name Holding Trade Value Shares
Change 		Shares
Change %
DAM
376
Delta Asset Management
Tennessee
$7K – – –
WB
377
Webster Bank
Connecticut
$7K +$7K +60 New
PWM
378
Paulson Wealth Management
Illinois
$7K +$7K +66 New
HMS
379
Hanseatic Management Services
New Mexico
$6K – – –
WC
380
Whitnell & Co
Illinois
$6K +$6K +53 New
SPI
381
Santori & Peters Inc
Pennsylvania
$6K +$6K +59 New
Carson Wealth (CWM LLC)
382
Carson Wealth (CWM LLC)
Nebraska
$5K +$109 +1 +2%
CB
383
CNB Bank
Pennsylvania
$5K +$5K +46 New
AAP
384
Arax Advisory Partners
Colorado
$4K – – –
FPFS
385
First Personal Financial Services
North Carolina
$4K – – –
LWA
386
Lenox Wealth Advisors
New York
$4K +$4K +34 New
WWM
387
Wagner Wealth Management
South Carolina
$3K – – –
GWS
388
Glassman Wealth Services
Virginia
$3K +$3K +27 New
SA
389
SRH Advisors
Kansas
$2K – – –
KF
390
Krilogy Financial
Missouri
$2K – – –
PFGIA
391
Patriot Financial Group Insurance Agency
Massachusetts
$2K – – –
AIS
392
AlphaOne Investment Services
Pennsylvania
$2K +$2K +22 New
WEC
393
Winslow Evans & Crocker
Massachusetts
$1.35K – – –
CFD
394
Creative Financial Designs
Indiana
$1K – – –
Capital World Investors
395
Capital World Investors
California
$1K – – –
PMFA
396
Plante Moran Financial Advisors
Michigan
$1K – – –
BWL
397
Bogart Wealth LLC
Virginia
$1K – – –
Walleye Trading
398
Walleye Trading
New York
$399 -$137 -1,220 -26%
BNP Paribas Financial Markets
399
BNP Paribas Financial Markets
France
$337 -$225 -2 -40%
DAM
400
Diamant Asset Management
Connecticut
$247 +$247 +2,200 New
14 15
16
17 18