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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
$235M
3
ClearBridge Investments
ClearBridge Investments
New York
$125M
4
FMI
Fiduciary Management Inc
Wisconsin
$218M
5
Capital International Investors
Capital International Investors
California
$491M

Top Sellers

1
Twin Tree Management
Twin Tree Management
Texas
$3.85M
2
MIM
Martin Investment Management
Florida
$0
3
Ameriprise
Ameriprise
Minnesota
$99.1M
4
SGA
Sustainable Growth Advisers
Connecticut
$76.7M
5
SC
Saturna Capital
Washington
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PMFA
451
Plante Moran Financial Advisors
Michigan
$7K +$2.82K +29 +67%
SC
452
Schubert & Co
Texas
$7K +$7K +72 New
FMTCOCP
453
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$7K +$7K +82 New
EW
454
Evoke Wealth
California
$6K -$11.8K -124 -66%
FGAM
455
Financial Gravity Asset Management
Texas
$5.07K -$1.12K -500 -18%
SIS
456
Sound Income Strategies
Florida
$5K – – –
TCWM
457
Total Clarity Wealth Management
Illinois
$5K +$5K +52 New
IFAM
458
Institutional & Family Asset Management
Colorado
$5K +$5K +57 New
AIM
459
Anchor Investment Management
South Carolina
$4.54K – – –
RIM
460
Rockbridge Investment Management
New York
$4.08K -$1.27K -14 -24%
PO
461
Private Ocean
California
$4K – – –
BBPWM
462
Blue Bell Private Wealth Management
Pennsylvania
$4K – – –
LCM
463
Logan Capital Management
Pennsylvania
$4K +$4K +46 New
PP
464
Pacifica Partners
Canada
$3K – – –
HWM
465
HighMark Wealth Management
Minnesota
$3K – – –
TJHA
466
Thomas J. Herzfeld Advisors
Florida
$3K – – –
TWA
467
TCI Wealth Advisors
Arizona
$3K +$3K +28 New
BIA
468
Bell Investment Advisors
California
$3K +$3K +30 New
ETI
469
Enterprise Trust & Investment
California
$3K +$3K +31 New
CWM
470
Castle Wealth Management
Florida
$3K +$3K +36 New
ECM
471
Estabrook Capital Management
New York
$2.45K – – –
CWP
472
Concord Wealth Partners
Virginia
$2K -$24.5K -208 -92%
ANBT
473
American National Bank & Trust
Texas
$2K – – –
VNA
474
Valley National Advisers
Pennsylvania
$2K – – –
MA
475
MUFG Americas
New York
$2K – – –
17 18
19
20 21