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SAP
SAP

Overview Fund Activity

498 hedge funds and large institutions have $6.24B invested in SAP in 2020 Q4 according to their latest regulatory filings, with 82 funds opening new positions, 162 increasing their positions, 174 reducing their positions, and 110 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
498
Holders Change
-39
Holders Change %
-7.26%
% of All Funds
8.84%
Holding in Top 10
6
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-33.33%
% of All Funds
0.11%
New
82
Increased
162
Reduced
174
Closed
110
Calls
$73.1M
Puts
$132M
Net Calls
-$59.1M
Net Calls Change
-$79.3M

Top Buyers

1
WPL
WINDACRE PARTNERSHIP LLC
Texas
+$237M
2
First Trust Advisors
First Trust Advisors
Illinois
+$85.9M
3
Capital International Investors
Capital International Investors
California
+$53.3M
4
Fisher Asset Management
Fisher Asset Management
Washington
+$27M
5
BCM
Becker Capital Management
Oregon
+$20.4M

Top Sellers

1
GQG Partners
GQG Partners
Florida
-$453M
2
Lazard Asset Management
Lazard Asset Management
New York
-$173M
3
ClearBridge Investments
ClearBridge Investments
New York
-$92.3M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$79.2M
5
MVIP
Mar Vista Investment Partners
California
-$75.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
GWS
376
Glassman Wealth Services
Virginia
$96K +$11.7K +90 +14%
BG
377
Bollard Group
Massachusetts
$93K – – –
WT
378
Whittier Trust
California
$81K – – –
HCP
379
Hexagon Capital Partners
Arkansas
$80K – – –
HIA
380
Harbor Investment Advisory
Maryland
$79K -$266K -2,043 -77%
JWM
381
Janiczek Wealth Management
Colorado
$77K +$52.9K +405 +219%
NFG
382
Next Financial Group
Texas
$76K -$4.97K -38 -6%
BWM
383
BerganKDV Wealth Management
Minnesota
$76K +$2.36K +18 +3%
TCM
384
Tradewinds Capital Management
Washington
$73K – – –
ONST
385
Old North State Trust
North Carolina
$73K +$73K +562 New
IAIM
386
International Assets Investment Management
Florida
$71K +$71K +545 New
LC
387
Lindbrook Capital
California
$69K -$43.2K -333 -38%
PWM
388
Perigon Wealth Management
California
$65K +$65K +498 New
CIAS
389
CBIZ Investment Advisory Services
Ohio
$63K -$75K – –
EFSCE
390
Enterprise Financial Services Corp (EFSC)
Missouri
$59K -$7.41K -57 -11%
FPS
391
Fieldpoint Private Securities
Connecticut
$59K +$59K +454 New
EDRH
392
Edmond de Rothschild Holding
Switzerland
$54K +$11.1K +85 +26%
PB
393
Pinnacle Bancorp
Nebraska
$53K – – –
SIM
394
Sonora Investment Management
Arizona
$48K – – –
AAP
395
Arax Advisory Partners
Colorado
$46K – – –
DWM
396
Defined Wealth Management
Oregon
$46K +$46K +350 New
TCWA
397
Ten Capital Wealth Advisors
Washington
$46K +$46K +354 New
BCA
398
Berman Capital Advisors
Georgia
$43K -$1.81K -14 -4%
OC
399
Oakworth Capital
Alabama
$43K – – –
WTC
400
WhitTier Trust Company
Nevada
$41K – – –
14 15
16
17 18