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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 %
FVWA
501
Foster Victor Wealth Advisors
South Carolina
$288K -$1.02K -5 -0.4%
QT
502
Quantbot Technologies
New York
$287K +$287K +1,423 New
BBHC
503
Brown Brothers Harriman & Co
New York
$282K – – –
BHPW
504
Beverly Hills Private Wealth
California
$281K -$5.24K -26 -2%
EWA
505
EverSource Wealth Advisors
Alabama
$280K +$30.5K +144 +12%
LCGC
506
Legacy Capital Group California
California
$277K +$6.66K +33 +2%
DWP
507
Daymark Wealth Partners
Ohio
$276K +$23.8K +118 +9%
CIM
508
Contravisory Investment Management
Massachusetts
$275K +$1.01K +5 +0.4%
RP
509
Riverbridge Partners
Minnesota
$272K – – –
TYCC
510
Texas Yale Capital Corp
Florida
$270K +$8.07K +40 +3%
AIS
511
American Investment Services
Massachusetts
$269K – – –
TCA
512
Transcend Capital Advisors
New Jersey
$268K +$268K +1,329 New
SQA
513
Simon Quick Advisors
New Jersey
$268K +$268K +1,327 New
LW
514
Linscomb Wealth
Texas
$266K – – –
DOA
515
D'Orazio & Associates
Virginia
$264K +$7.26K +36 +3%
HPM
516
Hoxton Planning & Management
West Virginia
$263K – – –
CSPIA
517
Cary Street Partners Investment Advisory
Virginia
$263K +$263K +1,305 New
CI Investments Inc
518
CI Investments Inc
Ontario, Canada
$263K -$10.1K -50 -4%
CAL
519
Capital Analysts LLC
Pennsylvania
$263K -$2.02K -10 -0.8%
SWM
520
Spire Wealth Management
Virginia
$262K -$8.27K -41 -3%
CBFP
521
Cedar Brook Financial Partners
Ohio
$261K -$662K -3,283 -72%
AG
522
Ascent Group
Virginia
$259K +$21.6K +107 +9%
NAS
523
Nicolet Advisory Services
Wisconsin
$259K -$1.42K -7 -0.5%
EH
524
Equitable Holdings
New York
$259K +$7.46K +37 +3%
TIAA Trust, National Association
525
TIAA Trust, National Association
North Carolina
$259K +$42K +208 +19%
19 20
21
22 23