We are live on ! Find out more

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
CSPAM
451
Cary Street Partners Asset Management
Virginia
$25.3K
TFA
452
Toth Financial Advisory
Virginia
$25.3K
JWA
453
JFS Wealth Advisors
Pennsylvania
$24.9K -$587 -5 -2%
FCA
454
FinTrust Capital Advisors
South Carolina
$24.8K
HWA
455
HHM Wealth Advisors
Tennessee
$21.8K
CFB
456
Cullen/Frost Bankers
Texas
$21.8K +$20.2K +172 New
DCP
457
DSM Capital Partners
Florida
$21.5K +$2.58K +22 +15%
RFG
458
RFP Financial Group
Georgia
$21.3K
POIA
459
Pin Oak Investment Advisors
Texas
$21K
DSC
460
Duncker Streett & Co
Missouri
$20.2K
LWP
461
Lumature Wealth Partners
Georgia
$20K -$5.16K -44 -22%
EWM
462
Endurance Wealth Management
Rhode Island
$20K
CT
463
Cambridge Trust
Massachusetts
$19.6K
WTA
464
Washington Trust Advisors
Massachusetts
$18.2K
Jones Financial Companies
465
Jones Financial Companies
Missouri
$18K +$14.2K +121 +576%
CT
466
Colonial Trust
South Carolina
$17.8K
CBT
467
CoreFirst Bank & Trust
Kansas
$17.2K
Bessemer Group
468
Bessemer Group
New Jersey
$17K -$3.87K -33 -20%
NIC
469
Northwest Investment Counselors
Oregon
$16.1K
FP
470
Financial Perspectives
Minnesota
$15.8K
CFD
471
Creative Financial Designs
Indiana
$15.7K
Macquarie Group
472
Macquarie Group
Australia
$15K -$352 -3 -2%
SWM
473
Sugarloaf Wealth Management
Georgia
$14.9K
FMII
474
Farmers & Merchants Investments Inc
Nebraska
$14.4K
IA
475
IFP Advisors
Florida
$13.1K -$132K -1,126 -86%

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.