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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 %
AAM
551
Aureus Asset Management
Massachusetts
$330K +$330K +1,339 New
WRPWM
552
Werba Rubin Papier Wealth Management
California
$329K -$28.8K -117 -8%
AIS
553
American Investment Services
Massachusetts
$328K – – –
PDL
554
Portfolio Design Labs
California
$328K +$328K +1,331 New
DOA
555
D'Orazio & Associates
Virginia
$326K +$2.22K +9 +0.7%
AT
556
American Trust
Kentucky
$326K +$326K +1,323 New
MHR
557
Matthew Hamilton Rosenberg
$324K +$52.9K +215 +20%
WAP
558
Wealthcare Advisory Partners
Pennsylvania
$323K -$5.42K -22 -2%
CI Investments Inc
559
CI Investments Inc
Ontario, Canada
$321K – – –
SFC
560
SYM Financial Corp
Indiana
$318K +$318K +1,290 New
GWM
561
Gitterman Wealth Management
New Jersey
$316K +$26.4K +107 +9%
BL
562
Balentine LLC
Georgia
$314K – – –
AllianceBernstein
563
AllianceBernstein
Tennessee
$313K +$42.3K +172 +16%
GIA
564
Gateway Investment Advisers
Ohio
$311K +$27.6K +112 +10%
BWP
565
BSW Wealth Partners
Colorado
$310K +$35.2K +143 +13%
Rafferty Asset Management
566
Rafferty Asset Management
New York
$310K +$310K +1,261 New
FRM
567
Fox Run Management
Connecticut
$310K +$310K +1,261 New
ISL
568
Ingalls & Snyder LLC
New York
$308K – – –
HPC
569
HM Payson & Co
Maine
$308K -$145K -588 -32%
TPI
570
Trust Point Inc
Wisconsin
$307K +$8.86K +36 +3%
CHAM
571
Clear Harbor Asset Management
Connecticut
$307K – – –
AWM
572
Aprio Wealth Management
Georgia
$306K +$306K +1,242 New
JSW
573
Journey Strategic Wealth
New Jersey
$303K +$62K +252 +26%
DCM
574
DGS Capital Management
New Jersey
$302K +$37.7K +153 +14%
BPWM
575
Badgley Phelps Wealth Managers
Washington
$302K -$17.7K -72 -6%
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