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SAP
SAP

Overview Fund Activity

737 hedge funds and large institutions have $14.2B invested in SAP in 2024 Q2 according to their latest regulatory filings, with 91 funds opening new positions, 296 increasing their positions, 235 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
737
Holders Change
+34
Holders Change %
+4.84%
% of All Funds
10.72%
Holding in Top 10
15
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.22%
New
91
Increased
296
Reduced
235
Closed
46
Calls
$105M
Puts
$197M
Net Calls
-$92.7M
Net Calls Change
-$14.5M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$1.69B
2
HL
Harding Loevner
New Jersey
$1.04B
3
Macquarie Group
Macquarie Group
Australia
$257M
4
Bank of America
Bank of America
North Carolina
$475M
5
Capital International Investors
Capital International Investors
California
$2.11B

Top Sellers

1
Citigroup
Citigroup
New York
$33.6M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$90.4M
3
JCM
Junto Capital Management
New York
$0
4
Fisher Asset Management
Fisher Asset Management
Washington
$974M
5
Lazard Asset Management
Lazard Asset Management
New York
$58M
Name Holding Trade Value Shares
Change 		Shares
Change %
AGWCA
651
Annis Gardner Whiting Capital Advisors
Florida
$38.9K – – –
POIA
652
Pin Oak Investment Advisors
Texas
$38K – – –
HWA
653
HHM Wealth Advisors
Tennessee
$36.3K -$28.6K -142 -44%
OA
654
Operose Advisors
Wisconsin
$33.5K – – –
GWM
655
Geneos Wealth Management
Colorado
$30.5K -$3.83K -19 -11%
SS
656
Sunbelt Securities
Texas
$30.5K – – –
PWA
657
Provenance Wealth Advisors
Florida
$30.1K – – –
MSWM
658
Mowery & Schoenfeld Wealth Management
Illinois
$28.8K +$28.8K +143 New
CA
659
Continuum Advisory
Idaho
$28K -$4.03K -20 -13%
IWA
660
IBEX Wealth Advisors
New Jersey
$27.8K +$27.8K +138 New
CA
661
Crewe Advisors
Utah
$27.6K +$25.6K +127 +1,270%
FNWA
662
Financial Network Wealth Advisors
Utah
$27.6K +$27.6K +137 New
SVCP
663
Silicon Valley Capital Partners
California
$27.5K +$202 +1 +0.7%
GKIM
664
GW&K Investment Management
Massachusetts
$27K – – –
WTA
665
Washington Trust Advisors
Massachusetts
$26.6K – – –
PIS
666
POM Investment Strategies
North Carolina
$26K +$23.4K +116 +892%
FP
667
Financial Perspectives
Minnesota
$25.2K – – –
CFO
668
CVA Family Office
Colorado
$24.4K +$202 +1 +0.8%
SWM
669
Sugarloaf Wealth Management
Georgia
$23.8K – – –
FMII
670
Farmers & Merchants Investments Inc
Nebraska
$23K – – –
LTI
671
Laffer Tengler Investments
Tennessee
$22K +$22K +109 New
WWP
672
WR Wealth Planners
Missouri
$21K -$1.01K -5 -5%
CAS
673
Coppell Advisory Solutions
Texas
$20.6K +$20.6K +102 New
BIA
674
Bell Investment Advisors
California
$20.2K +$6.86K +34 +52%
UIA
675
Ulland Investment Advisors
Minnesota
$20K – – –
25 26
27
28 29