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SAP
SAP

Overview Fund Activity

737 hedge funds and large institutions have $14.2B invested in SAP in 2024 Q2 according to their latest regulatory filings, with 91 funds opening new positions, 296 increasing their positions, 235 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
737
Holders Change
+34
Holders Change %
+4.84%
% of All Funds
10.72%
Holding in Top 10
15
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.22%
New
91
Increased
296
Reduced
235
Closed
46
Calls
$105M
Puts
$197M
Net Calls
-$92.7M
Net Calls Change
-$14.5M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$1.69B
2
HL
Harding Loevner
New Jersey
$1.04B
3
Macquarie Group
Macquarie Group
Australia
$257M
4
Bank of America
Bank of America
North Carolina
$475M
5
Capital International Investors
Capital International Investors
California
$2.11B

Top Sellers

1
Citigroup
Citigroup
New York
$33.6M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$90.4M
3
JCM
Junto Capital Management
New York
$0
4
Fisher Asset Management
Fisher Asset Management
Washington
$974M
5
Lazard Asset Management
Lazard Asset Management
New York
$58M
Name Holding Trade Value Shares
Change 		Shares
Change %
HNW
476
High Note Wealth
Minnesota
$344K -$9.28K -46 -3%
EWA
477
EP Wealth Advisors
California
$342K +$61.1K +303 +22%
SAM
478
Smartleaf Asset Management
Massachusetts
$342K +$108K +537 +46%
USCWA
479
U.S. Capital Wealth Advisors
Texas
$341K +$13.3K +66 +4%
MG
480
Mather Group
Illinois
$340K +$205K +1,053 +153%
BAM
481
Blueshift Asset Management
New Jersey
$339K +$339K +1,679 New
PTC
482
Private Trust Company
Ohio
$336K -$23.4K -116 -7%
BBW
483
Blue Barn Wealth
Utah
$336K -$2.42K -12 -0.7%
PWP
484
Phillips Wealth Planners
Mississippi
$334K -$3.64K -18 -1%
WPC
485
Wedmont Private Capital
Pennsylvania
$332K +$101K +491 +43%
WPW
486
Warther Private Wealth
Ohio
$331K +$331K +1,642 New
MIM
487
Merrion Investment Management
New Jersey
$327K – – –
FIM
488
Freedom Investment Management
Connecticut
$322K +$322K +1,595 New
SI
489
Seeds Investor
New York
$321K +$25.6K +127 +9%
CP
490
Canopy Partners
Ohio
$321K +$2.22K +11 +0.7%
FWA
491
FSM Wealth Advisors
Ohio
$319K -$118K -583 -27%
Verition Fund Management
492
Verition Fund Management
Connecticut
$308K -$129K -639 -29%
BDFN
493
Bond & Devick Financial Network
Minnesota
$303K -$45.4K -225 -13%
RCA
494
Resonant Capital Advisors
Wisconsin
$302K +$28.2K +140 +10%
GVAG
495
Great Valley Advisor Group
Delaware
$300K +$10.3K +51 +4%
NRC
496
New Republic Capital
North Carolina
$299K +$19.2K +95 +7%
MGIA
497
Moneta Group Investment Advisors
Missouri
$297K +$297K +1,473 New
SWP
498
Strategic Wealth Partners
Ohio
$297K -$3.03K -15 -1%
FT
499
Fiduciary Trust
Massachusetts
$289K -$97.6K -484 -25%
CA
500
Claro Advisors
Massachusetts
$288K -$23K -114 -7%
18 19
20
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