We are live on ! Find out more

340 hedge funds and large institutions have $4.57B invested in SAP in 2017 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 129 increasing their positions, 112 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more capital invested

Capital invested by funds: $3.7B → $4.57B (+$871M)

16% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 32

15% more repeat investments, than reductions

Existing positions increased: 129 | Existing positions reduced: 112

1% more funds holding

Funds holding: 337340 (+3)

0.31% more ownership

Funds ownership: 3.48%3.79% (+0.31%)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

61% less call options, than puts

Call options by funds: $6.82M | Put options by funds: $17.5M

Holders
340
Holders Change
+3
Holders Change %
+0.89%
% of All Funds
8.46%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.12%
New
37
Increased
129
Reduced
112
Closed
32
Calls
$6.82M
Puts
$17.5M
Net Calls
-$10.7M
Net Calls Change
-$20.2M
Name Holding Trade Value Shares
Change
Change in
Stake
Fisher Asset Management
1
Fisher Asset Management
Washington
$611M +$4.34M +46,698 +0.8%
HL
2
Harding Loevner
New Jersey
$543M +$33.7M +362,267 +7%
Bank of America
3
Bank of America
North Carolina
$252M +$64.7M +696,447 +37%
Deutsche Bank
4
Deutsche Bank
Germany
$234M +$39.5M +425,232 +22%
SGA
5
Sustainable Growth Advisers
Connecticut
$231M +$18.2M +195,579 +9%
Goldman Sachs
6
Goldman Sachs
New York
$204M +$55.6M +598,097 +40%
Morgan Stanley
7
Morgan Stanley
New York
$163M +$77.5M +834,600 +101%
SI
8
Scharf Investments
California
$156M -$11.2M -120,557 -7%
Neuberger Berman Group
9
Neuberger Berman Group
New York
$145M -$2.33M -25,058 -2%
Lazard Asset Management
10
Lazard Asset Management
New York
$143M +$21.2M +228,253 +19%
Northern Trust
11
Northern Trust
Illinois
$142M +$614K +6,611 +0.5%
Invesco
12
Invesco
Georgia
$106M -$9.65M -103,906 -9%
Macquarie Group
13
Macquarie Group
Australia
$105M -$2.31M -24,909 -2%
Russell Investments Group
14
Russell Investments Group
United Kingdom
$92.6M +$26.3M +283,230 +43%
Wells Fargo
15
Wells Fargo
California
$87.8M +$4.56M +49,122 +6%
ClearBridge Investments
16
ClearBridge Investments
New York
$84.3M +$822K +8,843 +1%
PPA
17
Parametric Portfolio Associates
Washington
$65.7M +$13.9M +149,535 +29%
MIP
18
Mondrian Investment Partners
United Kingdom
$57.5M +$13.4M +144,000 +33%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$53.6M +$1.12M +12,095 +2%
CIC
20
Crawford Investment Counsel
Georgia
$45M -$82.8K -891 -0.2%
First Trust Advisors
21
First Trust Advisors
Illinois
$39.9M +$3.91M +42,056 +12%
JFL
22
Jarislowsky, Fraser Ltd
Quebec, Canada
$34.9M -$888K -9,560 -3%
SC
23
Saturna Capital
Washington
$31.4M
Franklin Resources
24
Franklin Resources
California
$29.4M -$5.05M -54,377 -15%
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$28.1M +$2.71M +29,183 +11%

SAP Hedge Fund Activity: Q1 2017 in Review

340 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in SAP (SAP) for Q1 2017, worth a combined $4.57B — up 24% from $3.7B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new SAP positions and 32 closed out — a net gain of 5 holders — while 129 added to existing stakes and 112 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $77.5M. The largest seller was 1832 Asset Management, cutting an estimated $29.3M.

  • 340 institutional investors held SAP (SAP) as of Q1 2017, up from 337 in Q4 2016.
  • Funds reported $4.57B of SAP stock for Q1 2017, up 24% quarter-over-quarter.
  • 37 funds opened new SAP positions in Q1 2017 and 32 closed out, a net change of +5 holders.
  • The largest SAP buyer in Q1 2017 was Morgan Stanley, an estimated $77.5M added.
  • The largest SAP seller in Q1 2017 was 1832 Asset Management, an estimated $29.3M sold.

Based on aggregated 13F filings for Q1 2017.