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SAP
SAP

Overview Fund Activity

786 hedge funds and large institutions have $15.8B invested in SAP in 2024 Q3 according to their latest regulatory filings, with 106 funds opening new positions, 271 increasing their positions, 280 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
786
Holders Change
+49
Holders Change %
+6.65%
% of All Funds
11.37%
Holding in Top 10
15
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.22%
New
106
Increased
271
Reduced
280
Closed
50
Calls
$82.5M
Puts
$232M
Net Calls
-$150M
Net Calls Change
-$57M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$428M
2
TD Asset Management
TD Asset Management
Ontario, Canada
+$159M
3
VOYA Investment Management
VOYA Investment Management
Georgia
+$59M
4
GQG Partners
GQG Partners
Florida
+$46.7M
5
OMC
Old Mission Capital
Illinois
+$46.2M

Top Sellers

1
HL
Harding Loevner
New Jersey
-$427M
2
Bank of America
Bank of America
North Carolina
-$254M
3
GAM
Groupama Asset Management
France
-$137M
4
WPL
WINDACRE PARTNERSHIP LLC
Texas
-$72.9M
5
Polen Capital Management
Polen Capital Management
Florida
-$43.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
EPAM
476
Euro Pacific Asset Management
Puerto Rico
$399K -$30.4K -133 -7%
CFSG
477
Community Financial Services Group
Vermont
$396K -$21.8K -95 -5%
FOA
478
Five Oceans Advisors
California
$395K – – –
MG
479
Mather Group
Illinois
$394K -$5.04K -22 -1%
HNW
480
High Note Wealth
Minnesota
$392K +$916 +4 +0.2%
ASN
481
Advisory Services Network
Georgia
$391K – – –
D.E. Shaw & Co
482
D.E. Shaw & Co
New York
$389K -$871K -3,800 -69%
SWM
483
Spire Wealth Management
Virginia
$388K +$90.5K +395 +30%
PPP
484
Private Portfolio Partners
New Jersey
$384K +$384K +1,676 New
WPW
485
Warther Private Wealth
Ohio
$376K – – –
ATIA
486
American Trust Investment Advisors
New Hampshire
$376K -$186K -810 -33%
GVAG
487
Great Valley Advisor Group
Delaware
$376K +$34.8K +152 +10%
TYCC
488
Texas Yale Capital Corp
Florida
$374K +$66.4K +290 +22%
PWP
489
Phillips Wealth Planners
Mississippi
$373K -$5.28K -23 -1%
CP
490
Canopy Partners
Ohio
$373K +$8.71K +38 +2%
USCWA
491
U.S. Capital Wealth Advisors
Texas
$372K -$15.1K -66 -4%
MIM
492
Merrion Investment Management
New Jersey
$371K – – –
FVWA
493
Foster Victor Wealth Advisors
South Carolina
$370K +$49K +214 +15%
BWM
494
Baron Wealth Management
Michigan
$369K -$126K -550 -25%
BBW
495
Blue Barn Wealth
Utah
$367K -$14.7K -64 -4%
C
496
Certuity
Florida
$367K +$98.5K +430 +37%
FWA
497
FSM Wealth Advisors
Ohio
$367K +$5.04K +22 +1%
AGC
498
Aspen Grove Capital
Colorado
$363K -$77K -336 -17%
FPCP
499
Fort Point Capital Partners
California
$360K +$131K +573 +57%
NWAG
500
Net Worth Advisory Group
Utah
$360K +$360K +1,573 New
18 19
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