We are live on ! Find out more

529 hedge funds and large institutions have $7.49B invested in SAP in 2023 Q1 according to their latest regulatory filings, with 87 funds opening new positions, 189 increasing their positions, 164 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

107% more first-time investments, than exits

New positions opened: 87 | Existing positions closed: 42

60% more funds holding in top 10

Funds holding in top 10: 58 (+3)

21% more capital invested

Capital invested by funds: $6.17B → $7.49B (+$1.32B)

15% more repeat investments, than reductions

Existing positions increased: 189 | Existing positions reduced: 164

8% more funds holding

Funds holding: 491529 (+38)

0.05% less ownership

Funds ownership: 4.87%4.82% (-0.05%)

26% less call options, than puts

Call options by funds: $147M | Put options by funds: $199M

Holders
529
Holders Change
+38
Holders Change %
+7.74%
% of All Funds
8.43%
Holding in Top 10
8
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+60%
% of All Funds
0.13%
New
87
Increased
189
Reduced
164
Closed
42
Calls
$147M
Puts
$199M
Net Calls
-$51.5M
Net Calls Change
+$36.2M
Name Holding Trade Value Shares
Change
Change in
Stake
S
201
SimplyRich
California
$933K
ADL
202
Asset Dedication LLC
California
$927K +$171K +1,462 +25%
Charles Schwab
203
Charles Schwab
California
$907K +$374K +3,191 +80%
FFS
204
Founders Financial Securities
Maryland
$905K +$115K +984 +16%
CIBC World Market
205
CIBC World Market
Ontario, Canada
$898K -$466K -3,975 -36%
HI
206
Horizon Investments
North Carolina
$897K +$109K +929 +15%
BC
207
Burney Company
Virginia
$892K -$17K -145 -2%
VWM
208
Venturi Wealth Management
Texas
$891K +$73.7K +628 +10%
PFS
209
Prospera Financial Services
Texas
$889K -$109K -931 -12%
FDCDDQ
210
Federation des caisses Desjardins du Quebec
Quebec, Canada
$888K -$135K -1,155 -14%
WA
211
Wealth Alliance
New York
$884K +$234K +1,997 +40%
RFC
212
Regions Financial Corp
Alabama
$842K -$5.98K -51 -0.8%
Cetera Investment Advisers
213
Cetera Investment Advisers
Illinois
$838K -$34.7K -296 -4%
CIBC Private Wealth Group
214
CIBC Private Wealth Group
Georgia
$834K +$135K +1,154 +21%
MYIA
215
Mount Yale Investment Advisors
Colorado
$830K -$66.9K -570 -8%
AC
216
Abbrea Capital
California
$822K
GF
217
Gabelli Funds
New York
$797K
QP
218
Quilter Plc
United Kingdom
$797K +$86.8K +740 New
NFA
219
Northern Financial Advisors
Michigan
$796K +$149K +1,268 +25%
SFA
220
Sequoia Financial Advisors
Ohio
$790K +$141K +1,200 +24%
RJT
221
Raymond James Trust
Florida
$787K +$226K +1,923 +45%
SI
222
Stephens Inc
Arkansas
$785K +$151K +1,288 +26%
ECM
223
ExodusPoint Capital Management
New York
$779K -$1.18M -10,099 -62%
CG
224
Caprock Group
Idaho
$776K +$33K +281 +5%
AC
225
AXQ Capital
New Jersey
$772K +$716K +6,100 New

SAP Hedge Fund Activity: Q1 2023 in Review

529 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in SAP (SAP) for Q1 2023, worth a combined $7.49B — up 21% from $6.17B a quarter earlier.

Buyers outnumbered sellers: 87 funds opened new SAP positions and 42 closed out — a net gain of 45 holders — while 189 added to existing stakes and 164 trimmed.

The largest buyer was Capital International Investors, adding an estimated $90.9M. The largest seller was Principal Financial Group, cutting an estimated $37.6M.

  • 529 institutional investors held SAP (SAP) as of Q1 2023, up from 491 in Q4 2022.
  • Funds reported $7.49B of SAP stock for Q1 2023, up 21% quarter-over-quarter.
  • 87 funds opened new SAP positions in Q1 2023 and 42 closed out, a net change of +45 holders.
  • The largest SAP buyer in Q1 2023 was Capital International Investors, an estimated $90.9M added.
  • The largest SAP seller in Q1 2023 was Principal Financial Group, an estimated $37.6M sold.

Based on aggregated 13F filings for Q1 2023.