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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
FFA
476
Farther Finance Advisors
California
$288K +$7.46K +42 +3%
SI
477
Seeds Investor
New York
$285K +$260K +1,463 New
GVAG
478
Great Valley Advisor Group
Delaware
$280K +$2.84K +16 +1%
GLA
479
Great Lakes Advisors
Illinois
$278K -$40K -225 -14%
BHPW
480
Beverly Hills Private Wealth
California
$277K -$16.3K -92 -6%
BBHC
481
Brown Brothers Harriman & Co
New York
$273K +$40.7K +229 +20%
EWA
482
EP Wealth Advisors
California
$271K +$247K +1,391 New
NRC
483
New Republic Capital
North Carolina
$271K
AAS
484
Avantax Advisory Services
Texas
$270K +$246K +1,385 New
RCA
485
Resonant Capital Advisors
Wisconsin
$265K +$241K +1,358 New
CIM
486
Contravisory Investment Management
Massachusetts
$265K -$14.2K -80 -6%
CI Investments Inc
487
CI Investments Inc
Ontario, Canada
$264K
RP
488
Riverbridge Partners
Minnesota
$263K
LCGC
489
Legacy Capital Group California
California
$262K -$14.2K -80 -6%
FVWA
490
Foster Victor Wealth Advisors
South Carolina
$262K
SWM
491
Spire Wealth Management
Virginia
$261K +$1.6K +9 +0.7%
AIS
492
American Investment Services
Massachusetts
$260K
WAG
493
Wallace Advisory Group
California
$258K +$296K +1,667 New
LW
494
Linscomb Wealth
Texas
$257K
CAL
495
Capital Analysts LLC
Pennsylvania
$257K -$6.04K -34 -3%
HPM
496
Hoxton Planning & Management
West Virginia
$255K -$533 -3 -0.2%
CWM
497
Congress Wealth Management
Massachusetts
$254K -$18.7K -105 -7%
TYCC
498
Texas Yale Capital Corp
Florida
$254K -$20.4K -115 -8%
SA
499
Shilanski & Associates
Alaska
$252K -$3.55K -20 -2%
Empower Advisory Group
500
Empower Advisory Group
Colorado
$252K +$229K +1,290 New

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.