We are live on ! Find out more

705 hedge funds and large institutions have $12.6B invested in SAP in 2024 Q1 according to their latest regulatory filings, with 122 funds opening new positions, 227 increasing their positions, 258 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

130% more first-time investments, than exits

New positions opened: 122 | Existing positions closed: 53

88% more funds holding in top 10

Funds holding in top 10: 815 (+7)

18% more capital invested

Capital invested by funds: $10.7B → $12.6B (+$1.96B)

9% more funds holding

Funds holding: 644705 (+61)

0.34% less ownership

Funds ownership: 5.61%5.27% (-0.34%)

12% less repeat investments, than reductions

Existing positions increased: 227 | Existing positions reduced: 258

41% less call options, than puts

Call options by funds: $115M | Put options by funds: $193M

Holders
705
Holders Change
+61
Holders Change %
+9.47%
% of All Funds
10.16%
Holding in Top 10
15
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+87.5%
% of All Funds
0.22%
New
122
Increased
227
Reduced
258
Closed
53
Calls
$115M
Puts
$193M
Net Calls
-$78.3M
Net Calls Change
+$20.1M
Name Holding Trade Value Shares
Change
Change in
Stake
EWA
201
Exencial Wealth Advisors
Oklahoma
$2.3M +$58.1K +327 +3%
PFS
202
Prospera Financial Services
Texas
$2.24M +$99.1K +558 +5%
Osaic Holdings
203
Osaic Holdings
Arizona
$2.22M -$8.52M -47,970 -81%
KAS
204
Kestra Advisory Services
Texas
$2.19M +$7.82K +44 +0.4%
Capital World Investors
205
Capital World Investors
California
$2.11M -$1.84M -10,371 -49%
Northwestern Mutual Wealth Management
206
Northwestern Mutual Wealth Management
Wisconsin
$2.06M +$22.9K +129 +1%
QCG
207
Quadrant Capital Group
Ohio
$2.04M +$22.4K +126 +1%
DWT
208
Dorsey & Whitney Trust
South Dakota
$2.03M +$92.2K +519 +5%
SFA
209
Sequoia Financial Advisors
Ohio
$2.01M -$1.88M -10,558 -51%
MCC
210
Malaga Cove Capital
California
$1.98M -$566K -3,184 -24%
AllianceBernstein
211
AllianceBernstein
Tennessee
$1.97M +$769K +4,327 +75%
DAS
212
Diversify Advisory Services
Utah
$1.95M +$1.77M +9,955 New
ERSOT
213
Employees Retirement System of Texas
Texas
$1.93M
VWM
214
Venturi Wealth Management
Texas
$1.92M -$176K -993 -9%
BDS
215
Banco de Sabadell
Florida
$1.92M -$6.93K -39 -0.4%
VT
216
Vise Technologies
New York
$1.92M +$51.9K +292 +3%
IAA
217
Independent Advisor Alliance
North Carolina
$1.89M -$30.7K -173 -2%
CG
218
Caprock Group
Idaho
$1.85M +$70.5K +397 +4%
SFG
219
SevenBridge Financial Group
Pennsylvania
$1.81M -$5.33K -30 -0.3%
LM
220
Lincluden Management
Ontario, Canada
$1.81M -$48.3K -272 -3%
AAM
221
Advisors Asset Management
Colorado
$1.8M +$310K +1,744 +23%
SA
222
SRN Advisors
Pennsylvania
$1.76M +$593K +3,339 +59%
SA
223
SpiderRock Advisors
Delaware
$1.72M +$1.64M +9,208 New
WG
224
Winton Group
United Kingdom
$1.69M -$2.1M -11,829 -58%
LSAG
225
Lake Street Advisors Group
New Hampshire
$1.67M -$87.9K -495 -5%

SAP Hedge Fund Activity: Q1 2024 in Review

705 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in SAP (SAP) for Q1 2024, worth a combined $12.6B — up 18% from $10.7B a quarter earlier.

Buyers outnumbered sellers: 122 funds opened new SAP positions and 53 closed out — a net gain of 69 holders — while 227 added to existing stakes and 258 trimmed.

The largest buyer was Groupama Asset Management, opening a new position worth an estimated $114M. The largest seller was Morgan Stanley, cutting an estimated $496M.

  • 705 institutional investors held SAP (SAP) as of Q1 2024, up from 644 in Q4 2023.
  • Funds reported $12.6B of SAP stock for Q1 2024, up 18% quarter-over-quarter.
  • 122 funds opened new SAP positions in Q1 2024 and 53 closed out, a net change of +69 holders.
  • The largest SAP buyer in Q1 2024 was Groupama Asset Management, an estimated $114M added.
  • The largest SAP seller in Q1 2024 was Morgan Stanley, an estimated $496M sold.

Based on aggregated 13F filings for Q1 2024.