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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 %
CAG
526
Crestwood Advisors Group
Massachusetts
$308K +$45.6K +199 +17%
AWA
527
Arkadios Wealth Advisors
Georgia
$307K +$39.4K +172 +15%
WAP
528
Wealthcare Advisory Partners
Pennsylvania
$306K +$14.7K +64 +5%
AIS
529
American Investment Services
Massachusetts
$305K – – –
MFIM
530
Mesirow Financial Investment Management
Illinois
$304K +$29.6K +129 +11%
LW
531
Linscomb Wealth
Texas
$302K – – –
DOA
532
D'Orazio & Associates
Virginia
$301K +$1.15K +5 +0.4%
CI Investments Inc
533
CI Investments Inc
Ontario, Canada
$298K – – –
BPWM
534
Badgley Phelps Wealth Managers
Washington
$297K +$297K +1,297 New
DADC
535
D.A. Davidson & Co
Montana
$296K +$296K +1,293 New
EH
536
Equitable Holdings
New York
$295K +$687 +3 +0.2%
WANY
537
Wealthspire Advisors (New York)
New York
$295K +$5.5K +24 +2%
BL
538
Balentine LLC
Georgia
$292K – – –
LCGC
539
Legacy Capital Group California
California
$292K -$23.1K -101 -7%
NHC
540
Nicholas Hoffman & Company
Georgia
$291K +$19.2K +84 +7%
CAL
541
Capital Analysts LLC
Pennsylvania
$289K -$9.86K -43 -3%
CIM
542
Contravisory Investment Management
Massachusetts
$289K -$23.1K -101 -7%
BBA
543
Braun-Bostich & Associates
Pennsylvania
$288K +$56.8K +248 +25%
SA
544
Shilanski & Associates
Alaska
$287K +$229 +1 +0.1%
ISL
545
Ingalls & Snyder LLC
New York
$286K – – –
CIAS
546
Capital Investment Advisory Services
North Carolina
$286K – – –
CHAM
547
Clear Harbor Asset Management
Connecticut
$286K – – –
HPM
548
Hoxton Planning & Management
West Virginia
$285K -$14.7K -64 -5%
SPWM
549
Schrum Private Wealth Management
Florida
$285K +$285K +1,242 New
SA
550
SpiderRock Advisors
Delaware
$279K +$279K +1,215 New
20 21
22
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