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Applied Digital

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: 131136 (+5)

33% less funds holding in top 10

Funds holding in top 10: 64 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
VI
101
Versor Investments
New York
$121K +$96.8K +18,000 New
HKAM
102
Horizon Kinetics Asset Management
New York
$116K +$93K +17,284 New
SPIA
103
Steward Partners Investment Advisory
New York
$115K
DM
104
Deerfield Management
New York
$113K +$90.2K +16,779 New
LNC
105
Lincoln National Corp
Pennsylvania
$113K +$90.1K +16,758 New
XT
106
XTX Topco
Cayman Islands
$111K +$30.1K +5,588 +51%
Vontobel Holding
107
Vontobel Holding
Switzerland
$111K +$88.7K +16,500 New
Fisher Asset Management
108
Fisher Asset Management
Washington
$108K
JF
109
Jump Financial
Illinois
$107K +$85.3K +15,858 New
BBA
110
Baader Bank Aktiengesellschaft
Germany
$101K +$80.7K +15,000 New
YIH
111
Y-Intercept (HK)
Hong Kong
$92K +$73.4K +13,645 New
ProShare Advisors
112
ProShare Advisors
Maryland
$91.5K +$73K +13,576 New
CCC
113
Chesapeake Capital Corp
Florida
$86K +$68.6K +12,757 New
IGWM
114
ICA Group Wealth Management
Colorado
$80.6K +$64.3K +11,955 New
Capstone Investment Advisors
115
Capstone Investment Advisors
New York
$78.3K +$62.4K +11,612 New
AB
116
Amalgamated Bank
New York
$77K +$4.4K +818 +8%
EGM
117
Engineers Gate Manager
New York
$73.4K +$58.6K +10,888 New
Commonwealth Equity Services
118
Commonwealth Equity Services
Massachusetts
$72K -$9.21K -1,713 -14%
SPA
119
Sherbrooke Park Advisers
New York
$71K +$56.6K +10,533 New
Nisa Investment Advisors
120
Nisa Investment Advisors
Missouri
$66.2K -$5.92K -1,100 -10%
AIP
121
Ameritas Investment Partners
Nebraska
$57.2K +$9.47K +1,761 +26%
Fidelity Investments
122
Fidelity Investments
Massachusetts
$56.6K +$13K +2,425 +41%
CI Investments Inc
123
CI Investments Inc
Ontario, Canada
$55K +$13.2K +2,447 +43%
TRCT
124
Tower Research Capital (TRC)
New York
$54K +$34.1K +6,347 +380%
SO
125
STRS Ohio
Ohio
$54K

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.