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AppFolio

366 hedge funds and large institutions have $4.86B invested in AppFolio in 2024 Q1 according to their latest regulatory filings, with 116 funds opening new positions, 119 increasing their positions, 95 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

176% more first-time investments, than exits

New positions opened: 116 | Existing positions closed: 42

58% more capital invested

Capital invested by funds: $3.08B → $4.86B (+$1.77B)

25% more repeat investments, than reductions

Existing positions increased: 119 | Existing positions reduced: 95

24% more funds holding

Funds holding: 295366 (+71)

13% more funds holding in top 10

Funds holding in top 10: 89 (+1)

8.34% more ownership

Funds ownership: 82.16%90.5% (+8.3%)

7% more call options, than puts

Call options by funds: $37M | Put options by funds: $34.4M

Holders
366
Holders Change
+71
Holders Change %
+24.07%
% of All Funds
5.27%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.13%
New
116
Increased
119
Reduced
95
Closed
42
Calls
$37M
Puts
$34.4M
Net Calls
+$2.54M
Net Calls Change
+$5.78M
Name Holding Trade Value Shares
Change
Change in
Stake
IA
326
IFP Advisors
Florida
$24.7K +$21.6K +100 New
NC
327
nVerses Capital
Florida
$24.7K +$21.6K +100 New
QL
328
Quarry LP
New York
$23.7K +$20.7K +96 New
CIBC Private Wealth Group
329
CIBC Private Wealth Group
Georgia
$22.9K +$20.5K +95 New
UFF
330
USA Financial Formulas
Michigan
$22.7K -$53K -246 -73%
SPIA
331
Steward Partners Investment Advisory
New York
$22.2K
Bessemer Group
332
Bessemer Group
New Jersey
$22K +$19.6K +91 New
PTC
333
Private Trust Company
Ohio
$21.5K -$2.37K -11 -11%
PIM
334
Plato Investment Management
Australia
$21.2K
MIFH
335
Migdal Insurance & Financial Holdings
Israel
$21K +$1.29K +6 +8%
LC
336
Lindbrook Capital
California
$19.5K
GRP
337
Global Retirement Partners
California
$14.8K
PS
338
Principal Securities
Iowa
$13.8K -$3.02K -14 -20%
RA
339
Rise Advisors
New York
$11.8K +$10.4K +48 New
Carson Wealth (CWM LLC)
340
Carson Wealth (CWM LLC)
Nebraska
$11K +$3.45K +16 +57%
MG
341
Mather Group
Illinois
$10.9K +$13.6K +63 New
PPC
342
Park Place Capital
Alabama
$10.1K
CI Investments Inc
343
CI Investments Inc
Ontario, Canada
$9K +$1.94K +9 +32%
IHWM
344
Iron Horse Wealth Management
Iowa
$8.88K
MA
345
MCF Advisors
Kentucky
$7.9K -$1.73K -8 -20%
BIA
346
Bell Investment Advisors
California
$7.4K
Northwestern Mutual Wealth Management
347
Northwestern Mutual Wealth Management
Wisconsin
$6.66K +$5.82K +27 New
AWM
348
Avior Wealth Management
Nebraska
$5.92K +$5.17K +24 New
GI
349
GAMMA Investing
California
$4.69K +$1.08K +5 +36%
Group One Trading
350
Group One Trading
Illinois
$3.7K -$126K -582 -97%