SAP icon

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 %
SPG
751
Strategic Planning Group
Utah
– -$775K -3,973 Closed
SWM
752
Shelton Wealth Management
Texas
– -$736K -3,775 Closed
LNC
753
Lincoln National Corp
Pennsylvania
– -$660K -3,383 Closed
FA
754
FDx Advisors
Illinois
– -$621K -3,184 Closed
MM
755
MQS Management
New York
– -$416K -2,134 Closed
HF
756
HRT Financial
New York
– -$367K -1,884 Closed
OFS
757
OneAscent Financial Services
Alabama
– -$365K -1,873 Closed
PPP
758
Private Portfolio Partners
New Jersey
– -$327K -1,675 Closed
SRL
759
Scientech Research LLC
New Jersey
– -$299K -1,533 Closed
PMA
760
Prudent Man Advisors
Illinois
– -$237K -1,213 Closed
MFG
761
Merit Financial Group
Georgia
– -$214K -1,168 Closed
BSAM
762
Blue Square Asset Management
New York
– -$220K -1,128 Closed
FFO
763
Fiduciary Family Office
Florida
– -$209K -1,071 Closed
CPA
764
Capital Planning Advisors
California
– -$206K -1,058 Closed
AP
765
Advisors Preferred
Maryland
– -$112K -570 Closed
CIA
766
Cape Investment Advisory
Georgia
– -$68.3K -350 Closed
IPW
767
Impact Partnership Wealth
Georgia
– -$62.2K -319 Closed
PAM
768
Palisade Asset Management
Minnesota
– -$59.3K -304 Closed
CA
769
CoreCap Advisors
Michigan
– -$43.1K -221 Closed
NRG
770
Nemes Rush Group
Michigan
– -$37.3K -191 Closed
DSC
771
Duncker Streett & Co
Missouri
– -$31.2K -160 Closed
DCP
772
DSM Capital Partners
Florida
– -$28.9K -148 Closed
NIC
773
Northwest Investment Counselors
Oregon
– -$24.8K -127 Closed
WPA
774
West Paces Advisors
Georgia
– -$18.7K -96 Closed
DF
775
Dunhill Financial
United Kingdom
– -$13K -72 Closed
28 29 30
31
32