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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
Groupama Asset Management
France
$125M
2
Citigroup
Citigroup
New York
$145M
3
Bank of America
Bank of America
North Carolina
$313M
4
Westfield Capital Management
Westfield Capital Management
Massachusetts
$58.9M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$1.24B

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$555M
2
HL
Harding Loevner
New Jersey
$753M
3
FMI
Fiduciary Management Inc
Wisconsin
$0
4
First Trust Advisors
First Trust Advisors
Illinois
$55.6M
5
Fisher Asset Management
Fisher Asset Management
Washington
$983M
Name Holding Trade Value Shares
Change 		Shares
Change %
EWA
201
Exencial Wealth Advisors
Oklahoma
$2.3M +$63.8K +327 +3%
PFS
202
Prospera Financial Services
Texas
$2.24M +$109K +558 +5%
Osaic Holdings
203
Osaic Holdings
Arizona
$2.22M -$9.36M -47,970 -81%
KAS
204
Kestra Advisory Services
Texas
$2.19M +$8.58K +44 +0.4%
Capital World Investors
205
Capital World Investors
California
$2.11M -$2.02M -10,371 -49%
Northwestern Mutual Wealth Management
206
Northwestern Mutual Wealth Management
Wisconsin
$2.06M +$25.2K +129 +1%
QCG
207
Quadrant Capital Group
Ohio
$2.04M +$24.6K +126 +1%
DWT
208
Dorsey & Whitney Trust
South Dakota
$2.03M +$101K +519 +5%
SFA
209
Sequoia Financial Advisors
Ohio
$2.01M -$2.06M -10,558 -51%
MCC
210
Malaga Cove Capital
California
$1.98M -$621K -3,184 -24%
AllianceBernstein
211
AllianceBernstein
Tennessee
$1.97M +$844K +4,327 +75%
DAS
212
Diversify Advisory Services
Utah
$1.95M +$1.95M +9,955 New
ERSOT
213
Employees Retirement System of Texas
Texas
$1.93M – – –
VWM
214
Venturi Wealth Management
Texas
$1.92M -$194K -993 -9%
BDS
215
Banco de Sabadell
Florida
$1.92M -$7.6K -39 -0.4%
VT
216
Vise Technologies
New York
$1.92M +$56.9K +292 +3%
IAA
217
Independent Advisor Alliance
North Carolina
$1.89M -$33.7K -173 -2%
CG
218
Caprock Group
Idaho
$1.85M +$77.4K +397 +4%
SFG
219
SevenBridge Financial Group
Pennsylvania
$1.81M -$5.5K -30 -0.3%
LM
220
Lincluden Management
Ontario, Canada
$1.81M -$53K -272 -3%
AAM
221
Advisors Asset Management
Colorado
$1.8M +$340K +1,744 +23%
SA
222
SRN Advisors
Pennsylvania
$1.76M +$651K +3,339 +59%
SA
223
SpiderRock Advisors
Delaware
$1.72M +$1.72M +9,208 New
WG
224
Winton Group
United Kingdom
$1.69M -$2.31M -11,829 -58%
LSAG
225
Lake Street Advisors Group
New Hampshire
$1.67M -$96.5K -495 -5%
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