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529 hedge funds and large institutions have $7.49B invested in SAP in 2023 Q1 according to their latest regulatory filings, with 87 funds opening new positions, 189 increasing their positions, 164 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

107% more first-time investments, than exits

New positions opened: 87 | Existing positions closed: 42

60% more funds holding in top 10

Funds holding in top 10: 58 (+3)

21% more capital invested

Capital invested by funds: $6.17B → $7.49B (+$1.32B)

15% more repeat investments, than reductions

Existing positions increased: 189 | Existing positions reduced: 164

8% more funds holding

Funds holding: 491529 (+38)

0.05% less ownership

Funds ownership: 4.87%4.82% (-0.05%)

26% less call options, than puts

Call options by funds: $147M | Put options by funds: $199M

Holders
529
Holders Change
+38
Holders Change %
+7.74%
% of All Funds
8.43%
Holding in Top 10
8
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+60%
% of All Funds
0.13%
New
87
Increased
189
Reduced
164
Closed
42
Calls
$147M
Puts
$199M
Net Calls
-$51.5M
Net Calls Change
+$36.2M
Name Holding Trade Value Shares
Change
Change in
Stake
PPC
401
Park Place Capital
Alabama
$120K +$2.93K +25 +3%
BEI
402
Benjamin Edwards Inc
Missouri
$117K +$109K +927 New
UB
403
UMB Bank
Missouri
$112K +$41.5K +354 +66%
AAP
404
Arax Advisory Partners
Colorado
$111K +$4.11K +35 +4%
JFA
405
JNBA Financial Advisors
Minnesota
$106K
ANBT
406
American National Bank & Trust
Texas
$105K +$97.7K +833 New
SPIA
407
Steward Partners Investment Advisory
New York
$104K
CIM
408
Contravisory Investment Management
Massachusetts
$101K +$94.1K +802 New
GWS
409
Glassman Wealth Services
Virginia
$100K -$39.1K -333 -30%
BF
410
BOK Financial
Oklahoma
$98.1K -$880K -7,503 -91%
PTC
411
Private Trust Company
Ohio
$96.4K +$4.81K +41 +6%
TI
412
Tidal Investments
Wisconsin
$91K +$84.7K +722 New
HBW
413
Hazlett, Burt & Watson
West Virginia
$88K
HIA
414
Harbor Investment Advisory
Maryland
$82.1K +$5.04K +43 +7%
ACA
415
Atlas Capital Advisors
Wyoming
$82.1K +$76.1K +649 New
ONST
416
Old North State Trust
North Carolina
$81K -$938 -8 -1%
LSA
417
Leonteq Securities AG
Switzerland
$80.2K -$222K -1,893 -75%
RFA
418
Resurgent Financial Advisors
Georgia
$76.3K -$13.1K -112 -16%
LTI
419
Laffer Tengler Investments
Tennessee
$74.2K -$821 -7 -1%
MIM
420
Meridiem Investment Management
United Kingdom
$69.6K
GBT
421
Grove Bank & Trust
Florida
$65.8K -$17.9K -153 -23%
AF
422
Allworth Financial
California
$64.7K +$22.1K +188 +58%
MA
423
Montag & Associates
Georgia
$63.8K
EWA
424
EverSource Wealth Advisors
Alabama
$62.6K -$10.2K -87 -15%
ZB
425
Zions Bancorporation
Utah
$62.3K -$26.2K -223 -31%

SAP Hedge Fund Activity: Q1 2023 in Review

529 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in SAP (SAP) for Q1 2023, worth a combined $7.49B — up 21% from $6.17B a quarter earlier.

Buyers outnumbered sellers: 87 funds opened new SAP positions and 42 closed out — a net gain of 45 holders — while 189 added to existing stakes and 164 trimmed.

The largest buyer was Capital International Investors, adding an estimated $90.9M. The largest seller was Principal Financial Group, cutting an estimated $37.6M.

  • 529 institutional investors held SAP (SAP) as of Q1 2023, up from 491 in Q4 2022.
  • Funds reported $7.49B of SAP stock for Q1 2023, up 21% quarter-over-quarter.
  • 87 funds opened new SAP positions in Q1 2023 and 42 closed out, a net change of +45 holders.
  • The largest SAP buyer in Q1 2023 was Capital International Investors, an estimated $90.9M added.
  • The largest SAP seller in Q1 2023 was Principal Financial Group, an estimated $37.6M sold.

Based on aggregated 13F filings for Q1 2023.