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SAP
SAP

Overview Fund Activity

703 hedge funds and large institutions have $12.6B invested in SAP in 2024 Q1 according to their latest regulatory filings, with 120 funds opening new positions, 227 increasing their positions, 258 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
703
Holders Change
+59
Holders Change %
+9.16%
% of All Funds
10.19%
Holding in Top 10
15
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+87.5%
% of All Funds
0.22%
New
120
Increased
227
Reduced
258
Closed
53
Calls
$115M
Puts
$193M
Net Calls
-$78.3M
Net Calls Change
+$20.1M

Top Buyers

1
GAM
1
Groupama Asset Management
France
$125M
2
Citigroup
2
Citigroup
New York
$145M
3
Bank of America
3
Bank of America
North Carolina
$313M
4
Westfield Capital Management
4
Westfield Capital Management
Massachusetts
$58.9M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$1.24B

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$555M
2
HL
2
Harding Loevner
New Jersey
$753M
3
FMI
3
Fiduciary Management Inc
Wisconsin
$0
4
First Trust Advisors
4
First Trust Advisors
Illinois
$55.6M
5
Fisher Asset Management
5
Fisher Asset Management
Washington
$983M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
451
Angeles Wealth Management
California
$350K +$14.2K +73 +4%
LFA
452
Legacy Financial Advisors
Kentucky
$349K +$28.5K +146 +9%
PTC
453
Private Trust Company
Ohio
$348K +$46.2K +237 +15%
HNW
454
High Note Wealth
Minnesota
$342K – – –
FOA
455
Five Oceans Advisors
California
$339K – – –
BDFN
456
Bond & Devick Financial Network
Minnesota
$336K -$8.78K -45 -3%
BBW
457
Blue Barn Wealth
Utah
$328K -$33.7K -173 -9%
PPP
458
Private Portfolio Partners
New Jersey
$327K -$2.93K -15 -0.9%
USCWA
459
U.S. Capital Wealth Advisors
Texas
$317K -$27.9K -143 -8%
BJL
460
Brighton Jones LLC
Washington
$316K +$5.46K +28 +2%
MIM
461
Merrion Investment Management
New Jersey
$316K – – –
ASN
462
Advisory Services Network
Georgia
$314K -$119K -612 -28%
GWM
463
Gitterman Wealth Management
New Jersey
$314K +$12.9K +66 +4%
Rafferty Asset Management
464
Rafferty Asset Management
New York
$313K -$85K -436 -21%
CP
465
Canopy Partners
Ohio
$308K +$308K +1,578 New
SL
466
Summitry LLC
California
$307K +$307K +1,576 New
AHL
467
Abel Hall LLC
Louisiana
$307K +$8.77K +45 +3%
SCTC
468
Sanibel Captiva Trust Company
Florida
$305K -$47.8K -245 -14%
PWP
469
Phillips Wealth Planners
Mississippi
$301K +$52.5K +291 +21%
CA
470
Claro Advisors
Massachusetts
$301K +$19.1K +98 +7%
SRL
471
Scientech Research LLC
New Jersey
$299K -$157K -806 -34%
CA
472
Clearstead Advisors
Ohio
$296K +$248K +1,306 +520%
BTI
473
Blue Trust Inc
Georgia
$295K +$29.3K +150 +11%
SWP
474
Strategic Wealth Partners
Ohio
$290K -$385K -1,972 -57%
FFA
475
Farther Finance Advisors
California
$288K +$8.24K +42 +3%
17 18
19
20 21