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705 hedge funds and large institutions have $12.6B invested in SAP in 2024 Q1 according to their latest regulatory filings, with 122 funds opening new positions, 227 increasing their positions, 258 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

130% more first-time investments, than exits

New positions opened: 122 | Existing positions closed: 53

88% more funds holding in top 10

Funds holding in top 10: 815 (+7)

18% more capital invested

Capital invested by funds: $10.7B → $12.6B (+$1.96B)

9% more funds holding

Funds holding: 644705 (+61)

0.34% less ownership

Funds ownership: 5.61%5.27% (-0.34%)

12% less repeat investments, than reductions

Existing positions increased: 227 | Existing positions reduced: 258

41% less call options, than puts

Call options by funds: $115M | Put options by funds: $193M

Holders
705
Holders Change
+61
Holders Change %
+9.47%
% of All Funds
10.16%
Holding in Top 10
15
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+87.5%
% of All Funds
0.22%
New
122
Increased
227
Reduced
258
Closed
53
Calls
$115M
Puts
$193M
Net Calls
-$78.3M
Net Calls Change
+$20.1M
Name Holding Trade Value Shares
Change
Change in
Stake
IPW
601
Impact Partnership Wealth
Georgia
$62.2K
PAM
602
Palisade Asset Management
Minnesota
$59.3K +$54K +304 New
RFG
603
RFP Financial Group
Georgia
$57.9K +$22.9K +129 +77%
KFI
604
Key Financial Inc
Pennsylvania
$54.6K +$38.2K +215 +331%
RIL
605
Rothschild Investment LLC
Illinois
$53.6K +$21.5K +121 +79%
CTWM
606
Cherry Tree Wealth Management
Minnesota
$51.5K +$4.09K +23 +10%
CSWM
607
Cassady Schiller Wealth Management
Ohio
$50.9K +$22.9K +129 +98%
Bessemer Group
608
Bessemer Group
New Jersey
$49K +$11K +62 +33%
BWL
609
Bogart Wealth LLC
Virginia
$44.3K
JAM
610
JCIC Asset Management
Ontario, Canada
$43.5K
CA
611
CoreCap Advisors
Michigan
$43.1K +$39.3K +221 New
RA
612
Rise Advisors
New York
$43.1K +$39.3K +221 New
BHWM
613
Beaird Harris Wealth Management
Texas
$41.9K
JWA
614
JFS Wealth Advisors
Pennsylvania
$41.9K
LFG
615
Larson Financial Group
Missouri
$41.3K
SSB
616
Sandy Spring Bank
Maryland
$40.8K -$20.6K -116 -36%
PWM
617
Partnership Wealth Management
Maryland
$39K -$10.7K -60 -23%
TFA
618
Toth Financial Advisory
Virginia
$39K
ATC
619
Adirondack Trust Company
New York
$38.8K
AGWCA
620
Annis Gardner Whiting Capital Advisors
Florida
$37.6K +$31.3K +176 +1,035%
NRG
621
Nemes Rush Group
Michigan
$37.3K
POIA
622
Pin Oak Investment Advisors
Texas
$36K
WIA
623
Wetzel Investment Advisors
Indiana
$35.9K
FCA
624
FinTrust Capital Advisors
South Carolina
$35.7K -$3.73K -21 -10%
GWM
625
Geneos Wealth Management
Colorado
$33.2K +$21.7K +122 +254%

SAP Hedge Fund Activity: Q1 2024 in Review

705 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in SAP (SAP) for Q1 2024, worth a combined $12.6B — up 18% from $10.7B a quarter earlier.

Buyers outnumbered sellers: 122 funds opened new SAP positions and 53 closed out — a net gain of 69 holders — while 227 added to existing stakes and 258 trimmed.

The largest buyer was Groupama Asset Management, opening a new position worth an estimated $114M. The largest seller was Morgan Stanley, cutting an estimated $496M.

  • 705 institutional investors held SAP (SAP) as of Q1 2024, up from 644 in Q4 2023.
  • Funds reported $12.6B of SAP stock for Q1 2024, up 18% quarter-over-quarter.
  • 122 funds opened new SAP positions in Q1 2024 and 53 closed out, a net change of +69 holders.
  • The largest SAP buyer in Q1 2024 was Groupama Asset Management, an estimated $114M added.
  • The largest SAP seller in Q1 2024 was Morgan Stanley, an estimated $496M sold.

Based on aggregated 13F filings for Q1 2024.