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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 %
UB
551
UMB Bank
Missouri
$192K -$347K -1,779 -64%
AF
552
Allworth Financial
California
$191K +$57.9K +297 +44%
SC
553
SouthState Corp
Florida
$189K +$4.1K +21 +2%
SPIA
554
Steward Partners Investment Advisory
New York
$186K +$23K +118 +14%
JFA
555
JNBA Financial Advisors
Minnesota
$163K – – –
IA
556
IFP Advisors
Florida
$156K -$41.8K -214 -21%
BEI
557
Benjamin Edwards Inc
Missouri
$150K -$23.8K -122 -14%
CFGS
558
Concourse Financial Group Securities
Alabama
$149K -$14.2K -73 -9%
HBW
559
Hazlett, Burt & Watson
West Virginia
$138K – – –
HNB
560
Hilltop National Bank
Wyoming
$133K +$133K +683 New
AAP
561
Arax Advisory Partners
Colorado
$133K – – –
ANBT
562
American National Bank & Trust
Texas
$130K – – –
HIIFS
563
Harel Insurance Investments & Financial Services
Israel
$130K -$30.5K -157 -19%
ACA
564
Atlas Capital Advisors
Wyoming
$124K -$19.5K -100 -14%
CGA
565
Channing Global Advisors
Florida
$120K -$20.5K -105 -15%
EFP
566
EnRich Financial Partners
Wisconsin
$116K +$116K +597 New
GRP
567
Global Retirement Partners
California
$116K -$7.02K -36 -6%
ST
568
Smithfield Trust
Pennsylvania
$113K +$1.97K +10 +2%
AP
569
Advisors Preferred
Maryland
$112K +$112K +570 New
OP
570
ORG Partners
Indiana
$110K +$102K +519 +1,266%
MIM
571
Meridiem Investment Management
United Kingdom
$107K – – –
MG
572
Mather Group
Illinois
$107K +$107K +690 New
AF
573
Advisornet Financial
Minnesota
$106K +$4.49K +23 +4%
PB
574
Pinnacle Bancorp
Nebraska
$106K -$30.4K -156 -22%
GBT
575
Grove Bank & Trust
Florida
$98.9K – – –
21 22
23
24 25