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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 %
VC
526
Vicus Capital
Pennsylvania
$257K +$2.62K +13 +1%
BL
527
Balentine LLC
Georgia
$257K -$422K -2,093 -62%
X
528
Xponance
Pennsylvania
$257K +$44.2K +219 +21%
WAP
529
Wealthcare Advisory Partners
Pennsylvania
$256K +$256K +1,271 New
WANY
530
Wealthspire Advisors (New York)
New York
$254K +$9.28K +46 +4%
SA
531
Shilanski & Associates
Alaska
$253K -$7.87K -39 -3%
ISL
532
Ingalls & Snyder LLC
New York
$252K – – –
CIAS
533
Capital Investment Advisory Services
North Carolina
$252K -$201K -998 -44%
CHAM
534
Clear Harbor Asset Management
Connecticut
$252K -$123K -610 -33%
WRPWM
535
Werba Rubin Papier Wealth Management
California
$249K +$249K +1,233 New
MWM
536
Modern Wealth Management
Kansas
$248K +$248K +1,227 New
BSW
537
Buckingham Strategic Wealth
Missouri
$247K +$605 +3 +0.2%
MFIM
538
Mesirow Financial Investment Management
Illinois
$242K -$161K -799 -40%
SC
539
Savant Capital
Illinois
$241K +$241K +1,195 New
EFSCE
540
Enterprise Financial Services Corp (EFSC)
Missouri
$241K +$807 +4 +0.3%
NHC
541
Nicholas Hoffman & Company
Georgia
$239K -$3.23K -16 -1%
C
542
Certuity
Florida
$236K +$15.1K +75 +7%
CIA
543
Concurrent Investment Advisors
Florida
$236K +$13.5K +67 +6%
AWA
544
Arkadios Wealth Advisors
Georgia
$236K +$236K +1,170 New
CB
545
Centennial Bank
Arkansas
$235K – – –
GWM
546
Gitterman Wealth Management
New Jersey
$234K -$91.1K -451 -28%
RG
547
Rathbones Group
United Kingdom
$234K – – –
AWM
548
Avior Wealth Management
Nebraska
$234K -$293K -1,453 -56%
BJL
549
Brighton Jones LLC
Washington
$233K -$93.8K -465 -29%
UL
550
Unionview LLC
Washington
$233K – – –
20 21
22
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