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SAP
SAP

Overview Fund Activity

847 hedge funds and large institutions have $17.6B invested in SAP in 2024 Q4 according to their latest regulatory filings, with 144 funds opening new positions, 295 increasing their positions, 278 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
847
Holders Change
+61
Holders Change %
+7.76%
% of All Funds
11.27%
Holding in Top 10
12
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-20%
% of All Funds
0.16%
New
144
Increased
295
Reduced
278
Closed
68
Calls
$359M
Puts
$432M
Net Calls
-$73.2M
Net Calls Change
+$76.6M

Top Buyers

1
WCM Investment Management
WCM Investment Management
California
+$290M
2
TD Asset Management
TD Asset Management
Ontario, Canada
+$219M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$196M
4
Northern Trust
Northern Trust
Illinois
+$173M
5
Wellington Management Group
Wellington Management Group
Massachusetts
+$164M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$213M
2
Westfield Capital Management
Westfield Capital Management
Massachusetts
-$159M
3
HL
Harding Loevner
New Jersey
-$147M
4
Goldman Sachs
Goldman Sachs
New York
-$118M
5
ClearBridge Investments
ClearBridge Investments
New York
-$72.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
DAS
376
Diversify Advisory Services
Utah
$779K -$131K -522 -14%
WTC
377
WhitTier Trust Company
Nevada
$776K +$533K +2,164 +219%
PC
378
Permanens Capital
New York
$772K – – –
Carson Wealth (CWM LLC)
379
Carson Wealth (CWM LLC)
Nebraska
$772K +$28.8K +117 +4%
LI
380
Louisbourg Investments
New Brunswick, Canada
$758K -$197K -800 -21%
FHA
381
First Horizon Advisors
Tennessee
$752K +$56.4K +229 +8%
MFIM
382
Mesirow Financial Investment Management
Illinois
$745K +$419K +1,700 +128%
SAM
383
Strive Asset Management
Ohio
$743K +$743K +3,018 New
KP
384
Keel Point
Alabama
$742K +$63.8K +259 +9%
AF
385
Allworth Financial
California
$741K +$186K +680 +33%
SEIA
386
Signature Estate & Investment Advisors
California
$731K -$22.7K -92 -3%
MAM
387
MMA Asset Management
Pennsylvania
$729K -$729K -2,960 -50%
AI
388
AdvisorShares Investments
Maryland
$727K -$130K -530 -15%
Parallax Volatility Advisers
389
Parallax Volatility Advisers
California
$721K +$721K +2,930 New
LFA
390
Legacy Financial Advisors
Kentucky
$720K +$189K +769 +36%
DA
391
Denali Advisors
California
$705K +$244K +989 +53%
BWM
392
BKM Wealth Management
Wisconsin
$704K -$46.5K -189 -6%
Janus Henderson Group
393
Janus Henderson Group
United Kingdom
$703K – – –
Bank of Nova Scotia
394
Bank of Nova Scotia
Ontario, Canada
$693K -$107K -433 -13%
PGFC
395
Peapack-Gladstone Financial Corp
New Jersey
$690K -$17.2K -70 -2%
SW
396
Simplicity Wealth
New Jersey
$690K +$23.9K +97 +4%
SCP
397
Sivia Capital Partners
California
$682K -$43.1K -175 -6%
SFFS
398
Stonehage Fleming Financial Services
Jersey
$682K – – –
FFA
399
Farther Finance Advisors
California
$681K +$87.2K +354 +15%
BRWA
400
B. Riley Wealth Advisors
Florida
$677K -$6.65K -27 -1%
14 15
16
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