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SAP
SAP

Overview Fund Activity

644 hedge funds and large institutions have $10.7B invested in SAP in 2023 Q4 according to their latest regulatory filings, with 125 funds opening new positions, 220 increasing their positions, 204 reducing their positions, and 51 closing their positions.

Holders
644
Holders Change
+63
Holders Change %
+10.84%
% of All Funds
9.44%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
125
Increased
220
Reduced
204
Closed
51
Calls
$132M
Puts
$230M
Net Calls
-$98.4M
Net Calls Change
+$28.8M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$872M
2
Eagle Capital Management (New York)
2
Eagle Capital Management (New York)
New York
$686M
3
Capital International Investors
3
Capital International Investors
California
$1.54B
4
Arrowstreet Capital
4
Arrowstreet Capital
Massachusetts
$189M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$934M

Top Sellers

1
FMI
1
Fiduciary Management Inc
Wisconsin
$167M
2
ClearBridge Investments
2
ClearBridge Investments
New York
$321M
3
WPL
3
WINDACRE PARTNERSHIP LLC
Texas
$311M
4
Optiver Holding
4
Optiver Holding
Netherlands
$0
5
Fisher Asset Management
5
Fisher Asset Management
Washington
$821M
Name Market Value Shares Shares
Change 		Shares
Change %
CSWM
576
Cassady Schiller Wealth Management
Ohio
$20.4K 132 – –
FP
577
Financial Perspectives
Minnesota
$19.3K 125 – –
SWM
578
Sugarloaf Wealth Management
Georgia
$18.2K 118 – –
CFO
579
CVA Family Office
Colorado
$17.8K 115 +115 New
FMII
580
Farmers & Merchants Investments Inc
Nebraska
$17.6K 114 – –
HT
581
Headlands Technologies
Illinois
$16.4K 106 -82 -44%
CAS
582
Coppell Advisory Solutions
Texas
$16.4K 106 +106 New
GKIM
583
GW&K Investment Management
Massachusetts
$16K 105 – –
WPA
584
West Paces Advisors
Georgia
$15.5K 100 +100 New
FMP
585
Financial Management Professionals
Texas
$15K 98 – –
EAM
586
Eukles Asset Management
Ohio
$14.2K 92 – –
PWMG
587
Prestige Wealth Management Group
New Jersey
$13.5K 87 – –
W
588
WealthCollab
Washington
$12.8K 83 +83 New
RAM
589
Riggs Asset Management
Pennsylvania
$12.4K 80 – –
CT
590
Colonial Trust
South Carolina
$11.6K 75 -51 -40%
VNA
591
Valley National Advisers
Pennsylvania
$11K 76 +51 +204%
FWM
592
Focused Wealth Management
New York
$10.8K 70 +70 New
IFAM
593
Institutional & Family Asset Management
Colorado
$10.2K 66 -9 -12%
KFI
594
Key Financial Inc
Pennsylvania
$10K 65 – –
CWC
595
Carolinas Wealth Consulting
North Carolina
$9.82K 64 -5 -7%
DWM
596
Dogwood Wealth Management
Kansas
$9.28K 60 +60 New
FCMT
597
Founders Capital Management (Texas)
Texas
$8.66K 56 – –
SIS
598
Sound Income Strategies
Florida
$8.19K 53 – –
BWM
599
Baystate Wealth Management
Massachusetts
$7.88K 51 – –
FFO
600
Fortitude Family Office
Arizona
$7.88K 51 +51 New
22 23
24
25 26