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SAP
SAP

Overview Fund Activity

703 hedge funds and large institutions have $12.6B invested in SAP in 2024 Q1 according to their latest regulatory filings, with 120 funds opening new positions, 227 increasing their positions, 258 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
703
Holders Change
+59
Holders Change %
+9.16%
% of All Funds
10.19%
Holding in Top 10
15
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+87.5%
% of All Funds
0.22%
New
120
Increased
227
Reduced
258
Closed
53
Calls
$115M
Puts
$193M
Net Calls
-$78.3M
Net Calls Change
+$20.1M

Top Buyers

1
GAM
1
Groupama Asset Management
France
$125M
2
Citigroup
2
Citigroup
New York
$145M
3
Bank of America
3
Bank of America
North Carolina
$313M
4
Westfield Capital Management
4
Westfield Capital Management
Massachusetts
$58.9M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$1.24B

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$555M
2
HL
2
Harding Loevner
New Jersey
$753M
3
FMI
3
Fiduciary Management Inc
Wisconsin
$0
4
First Trust Advisors
4
First Trust Advisors
Illinois
$55.6M
5
Fisher Asset Management
5
Fisher Asset Management
Washington
$983M
Name Holding Trade Value Shares
Change 		Shares
Change %
MFG
526
Merit Financial Group
Georgia
$214K +$214K +1,168 New
EWM
527
Endowment Wealth Management
Wisconsin
$214K -$84.1K -431 -28%
C
528
Certuity
Florida
$214K +$214K +1,097 New
EWA
529
EverSource Wealth Advisors
Alabama
$213K +$50.9K +281 +31%
WPC
530
Wedmont Private Capital
Pennsylvania
$212K +$212K +1,130 New
BWP
531
BSW Wealth Partners
Colorado
$211K +$211K +1,083 New
SPC
532
Stewart & Patten Company
California
$211K +$211K +1,082 New
TIAA Trust, National Association
533
TIAA Trust, National Association
North Carolina
$209K +$209K +1,074 New
FHA
534
First Horizon Advisors
Tennessee
$209K -$4.29K -22 -2%
BAMF
535
BI Asset Management Fondsmaeglerselskab
Denmark
$209K -$2.17M -11,138 -91%
FFO
536
Fiduciary Family Office
Florida
$209K +$209K +1,071 New
KPWS
537
Kestra Private Wealth Services
Texas
$208K +$208K +1,065 New
FCA
538
FLC Capital Advisors
California
$207K +$207K +1,059 New
CPA
539
Capital Planning Advisors
California
$206K +$206K +1,058 New
X
540
Xponance
Pennsylvania
$206K +$206K +1,054 New
FTUS
541
Flow Traders U.S.
New York
$205K +$205K +1,049 New
KMWM
542
Keudell/Morrison Wealth Management
Oregon
$205K +$205K +1,051 New
FG
543
Foster Group
Iowa
$204K +$204K +1,044 New
CAMG
544
CWA Asset Management Group
Florida
$203K +$203K +1,043 New
IWM
545
IHT Wealth Management
Illinois
$203K +$203K +1,040 New
FTWA
546
Fifth Third Wealth Advisors
Ohio
$202K +$202K +1,035 New
JSW
547
Journey Strategic Wealth
New Jersey
$201K +$201K +1,033 New
TPI
548
Trust Point Inc
Wisconsin
$201K -$85.2K -437 -30%
EL
549
EWA LLC
Pennsylvania
$201K +$201K +1,058 New
PCWA
550
Pacific Capital Wealth Advisors
California
$197K +$2.73K +14 +1%
20 21
22
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