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Applied Digital
APLD

136 hedge funds and large institutions have $453M invested in Applied Digital in 2023 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 70 increasing their positions, 26 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

169% more repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 26

98% more call options, than puts

Call options by funds: $34.8M | Put options by funds: $17.5M

37% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 19

31% more capital invested

Capital invested by funds: $347M → $453M (+$106M)

9.73% more ownership

Funds ownership: 53.55% → 63.28% (+9.7%)

4% more funds holding

Funds holding: 131 → 136 (+5)

33% less funds holding in top 10

Funds holding in top 10: 6 → 4 (-2)

Holders
136
Holders Change
+5
Holders Change %
+3.82%
% of All Funds
1.98%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
26
Increased
70
Reduced
26
Closed
19
Calls
$34.8M
Puts
$17.5M
Net Calls
+$17.2M
Net Calls Change
+$13.6M

Top Buyers

Rank Fund Capital Flow
1
Capital Research Global Investors
Capital Research Global Investors
California
+$32M
2
EPM
Equitec Proprietary Markets
Illinois
+$18.1M
3
NC
Nokomis Capital
Texas
+$8.92M
4
BlackRock
BlackRock
New York
+$6.55M
5
PCM
Portolan Capital Management
Massachusetts
+$5.92M

Top Sellers

Rank Fund Capital Flow
1
CM
CastleKnight Management
New York
-$7.41M
2
William Blair Investment Management
William Blair Investment Management
Illinois
-$7.19M
3
Millennium Management
Millennium Management
New York
-$5.58M
4
Voloridge Investment Management
Voloridge Investment Management
Florida
-$4.77M
5
CHM
Collaborative Holdings Management
New York
-$3.42M
Name Holding Trade Value Shares
Change 		Change in
Stake
Fuller & Thaler Asset Management
26
Fuller & Thaler Asset Management
California
$3.64M -$2.42K -450 -0.1%
Charles Schwab
27
Charles Schwab
California
$3.6M +$269K +50,042 +10%
BRWA
28
B. Riley Wealth Advisors
Florida
$3.45M +$248K +46,150 +10%
PM
29
Plustick Management
Virginia
$3.3M +$376K +70,000 +17%
HP
30
Harvey Partners
New York
$2.65M – – –
Jane Street
31
Jane Street
New York
$2.31M -$820K -152,458 -31%
Massachusetts Financial Services
32
Massachusetts Financial Services
Massachusetts
$2.16M -$234K -43,433 -12%
AAP
33
Ardsley Advisory Partners
Connecticut
$2.03M +$1.34M +250,000 +500%
Russell Investments Group
34
Russell Investments Group
United Kingdom
$1.79M +$867K +161,250 +154%
Bank of New York Mellon
35
Bank of New York Mellon
New York
$1.65M +$187K +34,790 +17%
WIC
36
Woodmont Investment Counsel
Tennessee
$1.62M +$275K +51,101 +27%
WA
37
Wasatch Advisors
Utah
$1.59M -$2.61M -486,147 -67%
HAIM
38
Hunter Associates Investment Management
Pennsylvania
$1.55M +$751K +139,605 +155%
WMSA
39
Weiss Multi-Strategy Advisers
New York
$1.5M +$106K +19,757 +10%
RAM
40
Redmond Asset Management
Virginia
$1.49M +$646K +120,195 +118%
SEI Investments
41
SEI Investments
Pennsylvania
$1.43M +$3.8K +707 +0.3%
CM
42
CastleKnight Management
New York
$1.43M -$7.41M -1,378,084 -87%
N
43
Nuveen
North Carolina
$1.41M +$111K +20,636 +11%
JP Morgan Chase
44
JP Morgan Chase
New York
$1.26M -$301K -55,983 -23%
RFA
45
Register Financial Advisors
Georgia
$1.25M +$220K +41,000 +28%
Federated Hermes
46
Federated Hermes
Pennsylvania
$1.11M +$234K +43,540 +36%
DM
47
Diker Management
New York
$1.01M – – –
Invesco
48
Invesco
Georgia
$994K +$122K +22,597 +18%
Swiss National Bank
49
Swiss National Bank
Switzerland
$988K +$51.1K +9,500 +7%
Goldman Sachs
50
Goldman Sachs
New York
$881K -$650K -120,926 -48%
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APLD Hedge Fund Activity: Q4 2023 in Review

136 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Applied Digital (APLD) for Q4 2023, worth a combined $453M — up 31% from $347M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new APLD positions and 19 closed out — a net gain of 7 holders — while 70 added to existing stakes and 26 trimmed.

The largest buyer was Capital Research Global Investors, adding an estimated $32M. The largest seller was CastleKnight Management, cutting an estimated $7.41M.

  • 136 institutional investors held Applied Digital (APLD) as of Q4 2023, up from 131 in Q3 2023.
  • Funds reported $453M of Applied Digital stock for Q4 2023, up 31% quarter-over-quarter.
  • 26 funds opened new Applied Digital positions in Q4 2023 and 19 closed out, a net change of +7 holders.
  • The largest Applied Digital buyer in Q4 2023 was Capital Research Global Investors, an estimated $32M added.
  • The largest Applied Digital seller in Q4 2023 was CastleKnight Management, an estimated $7.41M sold.

Based on aggregated 13F filings for Q4 2023.