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705 hedge funds and large institutions have $12.6B invested in SAP in 2024 Q1 according to their latest regulatory filings, with 122 funds opening new positions, 227 increasing their positions, 258 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

130% more first-time investments, than exits

New positions opened: 122 | Existing positions closed: 53

88% more funds holding in top 10

Funds holding in top 10: 815 (+7)

18% more capital invested

Capital invested by funds: $10.7B → $12.6B (+$1.96B)

9% more funds holding

Funds holding: 644705 (+61)

0.34% less ownership

Funds ownership: 5.61%5.27% (-0.34%)

12% less repeat investments, than reductions

Existing positions increased: 227 | Existing positions reduced: 258

41% less call options, than puts

Call options by funds: $115M | Put options by funds: $193M

Holders
705
Holders Change
+61
Holders Change %
+9.47%
% of All Funds
10.16%
Holding in Top 10
15
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+87.5%
% of All Funds
0.22%
New
122
Increased
227
Reduced
258
Closed
53
Calls
$115M
Puts
$193M
Net Calls
-$78.3M
Net Calls Change
+$20.1M
Name Holding Trade Value Shares
Change
Change in
Stake
HPC
451
HM Payson & Co
Maine
$358K -$9.77K -55 -3%
AWM
452
Angeles Wealth Management
California
$350K +$13K +73 +4%
LFA
453
Legacy Financial Advisors
Kentucky
$349K +$25.9K +146 +9%
PTC
454
Private Trust Company
Ohio
$348K +$42.1K +237 +15%
HNW
455
High Note Wealth
Minnesota
$342K
FOA
456
Five Oceans Advisors
California
$339K
BDFN
457
Bond & Devick Financial Network
Minnesota
$336K -$7.99K -45 -3%
BBW
458
Blue Barn Wealth
Utah
$328K -$30.7K -173 -9%
PPP
459
Private Portfolio Partners
New Jersey
$327K -$2.67K -15 -0.9%
USCWA
460
U.S. Capital Wealth Advisors
Texas
$317K -$25.4K -143 -8%
BJL
461
Brighton Jones LLC
Washington
$316K +$4.97K +28 +2%
MIM
462
Merrion Investment Management
New Jersey
$316K
ASN
463
Advisory Services Network
Georgia
$314K -$109K -612 -28%
GWM
464
Gitterman Wealth Management
New Jersey
$314K +$11.7K +66 +4%
Rafferty Asset Management
465
Rafferty Asset Management
New York
$313K -$77.5K -436 -21%
CP
466
Canopy Partners
Ohio
$308K +$280K +1,578 New
SL
467
Summitry LLC
California
$307K +$280K +1,576 New
AHL
468
Abel Hall LLC
Louisiana
$307K +$7.99K +45 +3%
SCTC
469
Sanibel Captiva Trust Company
Florida
$305K -$43.5K -245 -14%
PWP
470
Phillips Wealth Planners
Mississippi
$301K +$51.7K +291 +21%
CA
471
Claro Advisors
Massachusetts
$301K +$17.4K +98 +7%
SRL
472
Scientech Research LLC
New Jersey
$299K -$143K -806 -34%
CA
473
Clearstead Advisors
Ohio
$296K +$232K +1,306 +520%
BTI
474
Blue Trust Inc
Georgia
$295K +$26.6K +150 +11%
SWP
475
Strategic Wealth Partners
Ohio
$290K -$350K -1,972 -57%

SAP Hedge Fund Activity: Q1 2024 in Review

705 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in SAP (SAP) for Q1 2024, worth a combined $12.6B — up 18% from $10.7B a quarter earlier.

Buyers outnumbered sellers: 122 funds opened new SAP positions and 53 closed out — a net gain of 69 holders — while 227 added to existing stakes and 258 trimmed.

The largest buyer was Groupama Asset Management, opening a new position worth an estimated $114M. The largest seller was Morgan Stanley, cutting an estimated $496M.

  • 705 institutional investors held SAP (SAP) as of Q1 2024, up from 644 in Q4 2023.
  • Funds reported $12.6B of SAP stock for Q1 2024, up 18% quarter-over-quarter.
  • 122 funds opened new SAP positions in Q1 2024 and 53 closed out, a net change of +69 holders.
  • The largest SAP buyer in Q1 2024 was Groupama Asset Management, an estimated $114M added.
  • The largest SAP seller in Q1 2024 was Morgan Stanley, an estimated $496M sold.

Based on aggregated 13F filings for Q1 2024.