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529 hedge funds and large institutions have $7.49B invested in SAP in 2023 Q1 according to their latest regulatory filings, with 87 funds opening new positions, 189 increasing their positions, 164 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

107% more first-time investments, than exits

New positions opened: 87 | Existing positions closed: 42

60% more funds holding in top 10

Funds holding in top 10: 58 (+3)

21% more capital invested

Capital invested by funds: $6.17B → $7.49B (+$1.32B)

15% more repeat investments, than reductions

Existing positions increased: 189 | Existing positions reduced: 164

8% more funds holding

Funds holding: 491529 (+38)

0.05% less ownership

Funds ownership: 4.87%4.82% (-0.05%)

26% less call options, than puts

Call options by funds: $147M | Put options by funds: $199M

Holders
529
Holders Change
+38
Holders Change %
+7.74%
% of All Funds
8.43%
Holding in Top 10
8
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+60%
% of All Funds
0.13%
New
87
Increased
189
Reduced
164
Closed
42
Calls
$147M
Puts
$199M
Net Calls
-$51.5M
Net Calls Change
+$36.2M
Name Holding Trade Value Shares
Change
Change in
Stake
BWM
501
BerganKDV Wealth Management
Minnesota
$4.68K
Fidelity International
502
Fidelity International
Bermuda
$4.68K +$3.52K +30 +429%
TJHA
503
Thomas J. Herzfeld Advisors
Florida
$4.56K
LSA
504
Lansing Street Advisors
Pennsylvania
$4.43K
CP
505
Castleview Partners
Texas
$3.67K -$117 -1 -3%
ECM
506
Estabrook Capital Management
New York
$3.42K
GCM
507
Gables Capital Management
Florida
$3.29K
VCM
508
Versant Capital Management
Arizona
$3.16K +$2.93K +25 New
GI
509
Gradient Investments
Minnesota
$3.04K
VNA
510
Valley National Advisers
Pennsylvania
$3K
HWM
511
HighMark Wealth Management
Minnesota
$2.66K -$821 -7 -25%
OIA
512
Optimum Investment Advisors
Illinois
$2.53K
PFBT
513
Parkside Financial Bank & Trust
Missouri
$2.53K
BC
514
Bartlett & Co
Ohio
$2K
SA
515
SRH Advisors
Kansas
$2K
Commonwealth Equity Services
516
Commonwealth Equity Services
Massachusetts
$1.98K +$679K +5,790 +59%
BCWM
517
Bartlett & Co Wealth Management
Ohio
$1.77K
FSWA
518
Financial Synergies Wealth Advisors
Texas
$1.77K
BWM
519
Baystate Wealth Management
Massachusetts
$1.52K +$1.41K +12 New
ME
520
McIlrath & Eck
Washington
$1.52K +$1.41K +12 New
CCP
521
Carmel Capital Partners
California
$1.42K +$1.29K +11 New
TWD
522
True Wealth Design
Ohio
$1.27K -$117 -1 -9%
EWM
523
Evermay Wealth Management
Virginia
$1.27K +$1.17K +10 New
TFA
524
Transamerica Financial Advisors
Florida
$1K -$1.76K -15 -94%
CA
525
Centerpoint Advisors
Massachusetts
$1K +$587 +5 New

SAP Hedge Fund Activity: Q1 2023 in Review

529 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in SAP (SAP) for Q1 2023, worth a combined $7.49B — up 21% from $6.17B a quarter earlier.

Buyers outnumbered sellers: 87 funds opened new SAP positions and 42 closed out — a net gain of 45 holders — while 189 added to existing stakes and 164 trimmed.

The largest buyer was Capital International Investors, adding an estimated $90.9M. The largest seller was Principal Financial Group, cutting an estimated $37.6M.

  • 529 institutional investors held SAP (SAP) as of Q1 2023, up from 491 in Q4 2022.
  • Funds reported $7.49B of SAP stock for Q1 2023, up 21% quarter-over-quarter.
  • 87 funds opened new SAP positions in Q1 2023 and 42 closed out, a net change of +45 holders.
  • The largest SAP buyer in Q1 2023 was Capital International Investors, an estimated $90.9M added.
  • The largest SAP seller in Q1 2023 was Principal Financial Group, an estimated $37.6M sold.

Based on aggregated 13F filings for Q1 2023.