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SAP
SAP

Overview Fund Activity

487 hedge funds and large institutions have $5.7B invested in SAP in 2022 Q2 according to their latest regulatory filings, with 61 funds opening new positions, 196 increasing their positions, 139 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
487
Holders Change
-18
Holders Change %
-3.56%
% of All Funds
8.23%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.12%
New
61
Increased
196
Reduced
139
Closed
71
Calls
$111M
Puts
$98.5M
Net Calls
+$12.1M
Net Calls Change
+$9.34M

Top Buyers

1
PG
Pendal Group
Australia
+$174M
2
Morgan Stanley
Morgan Stanley
New York
+$165M
3
ClearBridge Investments
ClearBridge Investments
New York
+$121M
4
FMI
Fiduciary Management Inc
Wisconsin
+$70.5M
5
Capital International Investors
Capital International Investors
California
+$61.6M

Top Sellers

1
Twin Tree Management
Twin Tree Management
Texas
-$21.5M
2
MIM
Martin Investment Management
Florida
-$17.7M
3
Ameriprise
Ameriprise
Minnesota
-$15.9M
4
SGA
Sustainable Growth Advisers
Connecticut
-$15.2M
5
SC
Saturna Capital
Washington
-$13.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of Montreal
401
Bank of Montreal
Ontario, Canada
$21K +$77 +797 +0.4%
ACA
402
Atlas Capital Advisors
Wyoming
$20.9K – – –
Ninety One (UK)
403
Ninety One (UK)
United Kingdom
$20K – – –
CTC
404
Central Trust Company
Missouri
$20K – – –
SSB
405
Sandy Spring Bank
Maryland
$20K – – –
LWP
406
Lumature Wealth Partners
Georgia
$19K -$66.6K -750 -78%
NIC
407
Northwest Investment Counselors
Oregon
$19K – – –
MCC
408
Money Concepts Capital
Florida
$18K -$162K -1,800 -90%
TFA
409
Toth Financial Advisory
Virginia
$18K – – –
POIA
410
Pin Oak Investment Advisors
Texas
$18K – – –
BHWM
411
Beaird Harris Wealth Management
Texas
$18K +$18K +200 New
COCM
412
Charter Oak Capital Management
New Hampshire
$17K – – –
HI
413
Hudock Inc
Pennsylvania
$16K – – –
CT
414
Cambridge Trust
Massachusetts
$14K -$5.42K -60 -28%
EWM
415
Endurance Wealth Management
Rhode Island
$14K – – –
BWL
416
Bogart Wealth LLC
Virginia
$14K – – –
HR
417
Howe & Rusling
New York
$14K – – –
FPFS
418
First Personal Financial Services
North Carolina
$14K – – –
SIAP
419
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$14K – – –
SIC
420
Salem Investment Counselors
North Carolina
$14K +$13.6K +151 +3,020%
FEG
421
Financial Enhancement Group
Indiana
$13K – – –
LSA
422
Lansing Street Advisors
Pennsylvania
$13K – – –
Macquarie Group
423
Macquarie Group
Australia
$13K +$1.31K +14 +11%
FMP
424
Financial Management Professionals
Texas
$13K +$2.86K +31 +28%
OCM
425
Orion Capital Management
California
$12K – – –
15 16
17
18 19