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SAP
SAP

Overview Fund Activity

846 hedge funds and large institutions have $17.6B invested in SAP in 2024 Q4 according to their latest regulatory filings, with 144 funds opening new positions, 295 increasing their positions, 277 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
846
Holders Change
+60
Holders Change %
+7.63%
% of All Funds
11.26%
Holding in Top 10
12
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-20%
% of All Funds
0.16%
New
144
Increased
295
Reduced
277
Closed
68
Calls
$359M
Puts
$432M
Net Calls
-$73.2M
Net Calls Change
+$76.6M

Top Buyers

1
WCM Investment Management
WCM Investment Management
California
$290M
2
TD Asset Management
TD Asset Management
Ontario, Canada
$395M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$332M
4
Northern Trust
Northern Trust
Illinois
$362M
5
Wellington Management Group
Wellington Management Group
Massachusetts
$164M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$2.31B
2
Westfield Capital Management
Westfield Capital Management
Massachusetts
$1.63M
3
HL
Harding Loevner
New Jersey
$664M
4
Goldman Sachs
Goldman Sachs
New York
$305M
5
ClearBridge Investments
ClearBridge Investments
New York
$355M
Name Holding Trade Value Shares
Change 		Shares
Change %
DT
526
Diversified Trust
Tennessee
$360K -$2.47M -10,021 -87%
GPW
527
Genesis Private Wealth
Virginia
$357K +$357K +1,449 New
WANY
528
Wealthspire Advisors (New York)
New York
$357K +$40.1K +163 +13%
CIA
529
Concurrent Investment Advisors
Florida
$355K +$74.3K +302 +26%
SWP
530
Strategic Wealth Partners
Ohio
$354K -$77.8K -265 -18%
GGA
531
Granite Group Advisors
Connecticut
$353K +$353K +1,433 New
PWP
532
Phillips Wealth Planners
Mississippi
$352K -$56.6K -225 -14%
SG Americas Securities
533
SG Americas Securities
New York
$352K -$4.19M -16,996 -92%
OFS
534
OneAscent Financial Services
Alabama
$350K -$21.7K -88 -6%
ICP
535
Impact Capital Partners
Colorado
$348K +$348K +1,414 New
AG
536
Ascent Group
Virginia
$347K +$13K +53 +4%
PTC
537
Private Trust Company
Ohio
$346K -$35.5K -144 -9%
ATC
538
Argent Trust Co
Tennessee
$345K +$345K +1,402 New
BDFN
539
Bond & Devick Financial Network
Minnesota
$344K – – –
CA
540
Claro Advisors
Massachusetts
$341K -$9.36K -38 -3%
FTWA
541
Fifth Third Wealth Advisors
Ohio
$339K +$54.9K +223 +19%
TIAA Trust, National Association
542
TIAA Trust, National Association
North Carolina
$338K +$52.7K +214 +18%
CA
543
CoreCap Advisors
Michigan
$337K -$36.4K -148 -10%
AWA
544
Arkadios Wealth Advisors
Georgia
$337K +$6.89K +28 +2%
DFA
545
Davies Financial Advisors
California
$336K +$336K +1,366 New
MC
546
MIG Capital
California
$336K +$336K +1,364 New
JCM
547
Janney Capital Management
Pennsylvania
$335K -$139K -564 -29%
IWM
548
IHT Wealth Management
Illinois
$332K -$107K -436 -24%
BCA
549
Bay Colony Advisors
Massachusetts
$332K – – –
IA
550
IFP Advisors
Florida
$331K +$123K +499 +59%
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