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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 %
SI
476
Seeds Investor
New York
$285K +$285K +1,463 New
GVAG
477
Great Valley Advisor Group
Delaware
$280K +$3.12K +16 +1%
GLA
478
Great Lakes Advisors
Illinois
$278K -$43.9K -225 -14%
BHPW
479
Beverly Hills Private Wealth
California
$277K -$17.9K -92 -6%
BBHC
480
Brown Brothers Harriman & Co
New York
$273K +$44.7K +229 +20%
EWA
481
EP Wealth Advisors
California
$271K +$271K +1,391 New
NRC
482
New Republic Capital
North Carolina
$271K – – –
AAS
483
Avantax Advisory Services
Texas
$270K +$270K +1,385 New
RCA
484
Resonant Capital Advisors
Wisconsin
$265K +$265K +1,358 New
CIM
485
Contravisory Investment Management
Massachusetts
$265K -$15.6K -80 -6%
CI Investments Inc
486
CI Investments Inc
Ontario, Canada
$264K – – –
RP
487
Riverbridge Partners
Minnesota
$263K – – –
LCGC
488
Legacy Capital Group California
California
$262K -$15.6K -80 -6%
FVWA
489
Foster Victor Wealth Advisors
South Carolina
$262K – – –
SWM
490
Spire Wealth Management
Virginia
$261K +$1.76K +9 +0.7%
AIS
491
American Investment Services
Massachusetts
$260K – – –
WAG
492
Wallace Advisory Group
California
$258K +$258K +1,667 New
LW
493
Linscomb Wealth
Texas
$257K – – –
CAL
494
Capital Analysts LLC
Pennsylvania
$257K -$6.65K -34 -3%
HPM
495
Hoxton Planning & Management
West Virginia
$255K -$585 -3 -0.2%
CWM
496
Congress Wealth Management
Massachusetts
$254K -$20.5K -105 -7%
TYCC
497
Texas Yale Capital Corp
Florida
$254K -$22.4K -115 -8%
SA
498
Shilanski & Associates
Alaska
$252K -$3.9K -20 -2%
Empower Advisory Group
499
Empower Advisory Group
Colorado
$252K +$252K +1,290 New
DOA
500
D'Orazio & Associates
Virginia
$249K +$249K +1,275 New
18 19
20
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