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SAP
SAP

Overview Fund Activity

644 hedge funds and large institutions have $10.7B invested in SAP in 2023 Q4 according to their latest regulatory filings, with 125 funds opening new positions, 220 increasing their positions, 204 reducing their positions, and 51 closing their positions.

Holders
644
Holders Change
+63
Holders Change %
+10.84%
% of All Funds
9.44%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
125
Increased
220
Reduced
204
Closed
51
Calls
$132M
Puts
$230M
Net Calls
-$98.4M
Net Calls Change
+$28.8M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$872M
2
Eagle Capital Management (New York)
2
Eagle Capital Management (New York)
New York
$686M
3
Capital International Investors
3
Capital International Investors
California
$1.54B
4
Arrowstreet Capital
4
Arrowstreet Capital
Massachusetts
$189M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$934M

Top Sellers

1
FMI
1
Fiduciary Management Inc
Wisconsin
$167M
2
ClearBridge Investments
2
ClearBridge Investments
New York
$321M
3
WPL
3
WINDACRE PARTNERSHIP LLC
Texas
$311M
4
Optiver Holding
4
Optiver Holding
Netherlands
$0
5
Fisher Asset Management
5
Fisher Asset Management
Washington
$821M
Name Market Value Shares Shares
Change 		Shares
Change %
WWM
401
Western Wealth Management
Colorado
$337K 2,181 +105 +5%
OL
402
Optas LLC
Texas
$337K 2,180 -53 -2%
IWA
403
Icon Wealth Advisors
Texas
$331K 2,144 +2,144 New
HCP
404
Hexagon Capital Partners
Arkansas
$331K 2,140 +276 +15%
FWA
405
FSM Wealth Advisors
Ohio
$326K 2,112 -118 -5%
Carson Wealth (CWM LLC)
406
Carson Wealth (CWM LLC)
Nebraska
$326K 2,108 +253 +14%
SAM
407
Silvercrest Asset Management
New York
$325K 2,102 +2,102 New
SMA
408
Seven Mile Advisory
New Jersey
$324K 2,095 +40 +2%
STA
409
Summit Trail Advisors
New York
$323K 2,089 -553 -21%
PA
410
Pinnacle Associates
New York
$321K 2,076 -349 -14%
BWM
411
BKM Wealth Management
Wisconsin
$321K 2,075 +2,075 New
PWM
412
Perigon Wealth Management
California
$321K 2,074 +142 +7%
Luther King Capital Management (LKCM)
413
Luther King Capital Management (LKCM)
Texas
$316K 2,046 – –
CC
414
Callan Capital
California
$316K 2,046 +2,046 New
CI
415
CX Institutional
Indiana
$316K 2,042 +2 +0.1%
Rafferty Asset Management
416
Rafferty Asset Management
New York
$316K 2,041 +73 +4%
KBC Group
417
KBC Group
Belgium
$313K 2,025 – –
LC
418
Lindbrook Capital
California
$312K 2,020 +168 +9%
S
419
Sunpointe
Missouri
$311K 2,015 +2,015 New
KOCAA
420
Knights of Columbus Asset Advisors
Connecticut
$311K 2,014 – –
SWP
421
Stratos Wealth Partners
Ohio
$310K 2,005 -329 -14%
BWM
422
Baron Wealth Management
Michigan
$309K 1,999 +219 +12%
MFIM
423
Mesirow Financial Investment Management
Illinois
$308K 1,994 +1,994 New
Thrivent Financial for Lutherans
424
Thrivent Financial for Lutherans
Minnesota
$308K 1,990 +123 +7%
OFS
425
OneAscent Financial Services
Alabama
$308K 1,993 +437 +28%
15 16
17
18 19