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SAP
SAP

Overview Fund Activity

703 hedge funds and large institutions have $12.6B invested in SAP in 2024 Q1 according to their latest regulatory filings, with 120 funds opening new positions, 227 increasing their positions, 258 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
703
Holders Change
+59
Holders Change %
+9.16%
% of All Funds
10.19%
Holding in Top 10
15
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+87.5%
% of All Funds
0.22%
New
120
Increased
227
Reduced
258
Closed
53
Calls
$115M
Puts
$193M
Net Calls
-$78.3M
Net Calls Change
+$20.1M

Top Buyers

1
GAM
Groupama Asset Management
France
$125M
2
Citigroup
Citigroup
New York
$145M
3
Bank of America
Bank of America
North Carolina
$313M
4
Westfield Capital Management
Westfield Capital Management
Massachusetts
$58.9M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$1.24B

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$555M
2
HL
Harding Loevner
New Jersey
$753M
3
FMI
Fiduciary Management Inc
Wisconsin
$0
4
First Trust Advisors
First Trust Advisors
Illinois
$55.6M
5
Fisher Asset Management
Fisher Asset Management
Washington
$983M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
376
Avior Wealth Management
Nebraska
$509K +$509K +2,611 New
AIM
377
Avity Investment Management
Connecticut
$503K -$28.3K -145 -5%
HSA
378
HBK Sorce Advisory
Pennsylvania
$503K +$2.15K +11 +0.4%
BBVA
379
Banco Bilbao Vizcaya Argentaria
Spain
$497K +$217K +1,111 +77%
CB
380
Commerce Bank
Missouri
$492K -$579K -2,971 -54%
PWM
381
Perigon Wealth Management
California
$492K +$87.8K +450 +22%
TPCW
382
TD Private Client Wealth
New York
$491K -$321K -1,647 -40%
PF
383
Phoenix Financial
Israel
$488K -$42.8K -220 -8%
AIA
384
Angeles Investment Advisors
California
$483K +$13.5K +69 +3%
ATIA
385
American Trust Investment Advisors
New Hampshire
$478K – – –
HWM
386
HB Wealth Management
Georgia
$474K +$153K +787 +48%
HC
387
Hara Capital
Washington
$472K -$29.3K -150 -6%
GFP
388
Gryphon Financial Partners
Ohio
$468K +$468K +2,399 New
PI
389
PFG Investments
New York
$461K +$27.7K +142 +6%
BG
390
Bahl & Gaynor
Ohio
$460K -$135K -693 -23%
VFA
391
Valeo Financial Advisors
Indiana
$460K +$2.82K +15 +0.6%
CNBT
392
Canandaigua National Bank & Trust
New York
$458K +$458K +2,348 New
OL
393
Optas LLC
Texas
$457K +$31.8K +163 +7%
STA
394
Summit Trail Advisors
New York
$450K +$42.9K +220 +11%
CWM
395
Circle Wealth Management
New Jersey
$449K – – –
CIBC Private Wealth Group
396
CIBC Private Wealth Group
Georgia
$447K -$355K -1,809 -44%
PHIC
397
Pine Haven Investment Counsel
Massachusetts
$446K -$10.7K -55 -2%
APWM
398
Argonautica Private Wealth Management
Massachusetts
$445K -$44.5K -228 -9%
HNB
399
Huntington National Bank
Ohio
$442K -$39.6K -203 -8%
HCP
400
Hexagon Capital Partners
Arkansas
$439K +$22K +113 +5%
14 15
16
17 18