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SAP
SAP

Overview Fund Activity

786 hedge funds and large institutions have $15.8B invested in SAP in 2024 Q3 according to their latest regulatory filings, with 106 funds opening new positions, 271 increasing their positions, 280 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
786
Holders Change
+49
Holders Change %
+6.65%
% of All Funds
11.37%
Holding in Top 10
15
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.22%
New
106
Increased
271
Reduced
280
Closed
50
Calls
$82.5M
Puts
$232M
Net Calls
-$150M
Net Calls Change
-$57M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$2.35B
2
TD Asset Management
TD Asset Management
Ontario, Canada
$162M
3
VOYA Investment Management
VOYA Investment Management
Georgia
$59M
4
GQG Partners
GQG Partners
Florida
$64.3M
5
OMC
Old Mission Capital
Illinois
$46.2M

Top Sellers

1
HL
Harding Loevner
New Jersey
$755M
2
Bank of America
Bank of America
North Carolina
$285M
3
GAM
Groupama Asset Management
France
$0
4
WPL
WINDACRE PARTNERSHIP LLC
Texas
$321M
5
Polen Capital Management
Polen Capital Management
Florida
$244M
Name Holding Trade Value Shares
Change 		Shares
Change %
HWM
751
HighMark Wealth Management
Minnesota
$5.73K – – –
FWM
752
FSA Wealth Management
Massachusetts
$5.5K +$5.5K +24 New
JIP
753
Jaffetilchin Investment Partners
Florida
$5.18K +$5.18K +23 New
JFA
754
JNBA Financial Advisors
Minnesota
$5.04K -$149K -649 -97%
TAM
755
Tucker Asset Management
Colorado
$5.04K – – –
OWP
756
ORG Wealth Partners
Texas
$5.04K +$5.04K +22 New
RFS
757
Richardson Financial Services
Massachusetts
$4.74K +$2.37K +11 +100%
MFG
758
Mendota Financial Group
Wisconsin
$4.58K +$1.6K +7 +54%
CWP
759
Concord Wealth Partners
Virginia
$4.58K +$4.58K +20 New
CLOS
760
Compagnie Lombard Odier SCmA
Switzerland
$4.58K +$4.58K +20 New
TWD
761
True Wealth Design
Ohio
$4.35K -$229 -1 -5%
CPBTD
762
Central Pacific Bank - Trust Division
Hawaii
$4.12K – – –
PS
763
Planned Solutions
California
$4.12K +$4.12K +18 New
AGWCA
764
Annis Gardner Whiting Capital Advisors
Florida
$3.9K -$40.3K -176 -91%
ME
765
McIlrath & Eck
Washington
$3.44K – – –
BCWM
766
Bartlett & Co Wealth Management
Ohio
$3.21K – – –
TC
767
Trust Company
Kansas
$3.21K +$3.21K +14 New
AWM
768
Abound Wealth Management
Tennessee
$2.98K +$1.38K +6 +86%
PIS
769
POM Investment Strategies
North Carolina
$2.98K -$26.6K -116 -90%
CAM
770
ClariVest Asset Management
California
$2.81K – – –
VWA
771
Valued Wealth Advisors
Utah
$2.75K – – –
BOC
772
Bull Oak Capital
California
$2.75K +$2.75K +12 New
TSMHT
773
Thurston Springer Miller Herd & Titak
Indiana
$2.52K – – –
CFD
774
Creative Financial Designs
Indiana
$2.29K – – –
EWM
775
Evermay Wealth Management
Virginia
$2.29K – – –
29 30
31
32 33