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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 %
DF
651
Dunhill Financial
United Kingdom
$13K +$13K +72 New
BIA
652
Bell Investment Advisors
California
$12.9K +$4.88K +25 +61%
CWC
653
Carolinas Wealth Consulting
North Carolina
$12K -$387 -2 -3%
FRA
654
Front Row Advisors
California
$11.9K +$11.9K +61 New
DWM
655
Dogwood Wealth Management
Kansas
$11.7K – – –
AFG
656
Albion Financial Group
Utah
$11.3K +$1.95K +10 +21%
RWA
657
Redmont Wealth Advisors
Illinois
$11.1K +$11.1K +57 New
FCMT
658
Founders Capital Management (Texas)
Texas
$10.9K – – –
IFAM
659
Institutional & Family Asset Management
Colorado
$10.5K -$2.34K -12 -18%
SIS
660
Sound Income Strategies
Florida
$10.3K – – –
FFO
661
Fortitude Family Office
Arizona
$9.95K – – –
AIM
662
Anchor Investment Management
South Carolina
$9.75K – – –
EWP
663
Elevation Wealth Partners
California
$9.75K +$9.75K +50 New
CNBTD
664
Citizens National Bank Trust Department
Mississippi
$8.58K +$8.58K +44 New
GEA
665
Glen Eagle Advisors
New Jersey
$7.8K – – –
SL
666
Salomon & Ludwin
Virginia
$7.8K +$7.8K +40 New
CAM
667
Creekmur Asset Management
Illinois
$7.41K – – –
First Manhattan
668
First Manhattan
New York
$7.02K – – –
CWM
669
Cedar Wealth Management
California
$6.63K +$6.63K +34 New
CPG
670
Cornerstone Planning Group
New Jersey
$6.61K – – –
TH
671
TCTC Holdings
Texas
$6.24K – – –
WPWM
672
Western Pacific Wealth Management
Illinois
$5.85K – – –
HIA
673
Harbor Investment Advisory
Maryland
$5.66K +$975 +5 +21%
BCMLT
674
Beacon Capital Management LLC (Tennessee)
Tennessee
$5.46K +$5.46K +28 New
VAG
675
VisionPoint Advisory Group
Texas
$5.27K – – –
25 26
27
28 29