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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
BWL
351
Bogart Wealth LLC
Virginia
$3.7K
HCM
352
Hollencrest Capital Management
California
$3.7K
PWMG
353
Private Wealth Management Group
New Jersey
$2.47K
MCM
354
Manchester Capital Management
Vermont
$2.22K
CAL
355
Capital Advisors Ltd
Ohio
$2K
AAP
356
Arax Advisory Partners
Colorado
$1.97K
CA
357
Continuum Advisory
Idaho
$1.96K +$1.73K +8 New
WPA
358
West Paces Advisors
Georgia
$1.48K -$4.1K -19 -76%
MPWT
359
MassMutual Private Wealth & Trust
Connecticut
$1.23K
TPCW
360
TD Private Client Wealth
New York
$1.23K +$1.08K +5 New
EWA
361
EverSource Wealth Advisors
Alabama
$1.13K +$1.08K +5 New
AWM
362
Abound Wealth Management
Tennessee
$987
IFAM
363
Institutional & Family Asset Management
Colorado
$987
VCM
364
Versant Capital Management
Arizona
$987
RIL
365
Rothschild Investment LLC
Illinois
$493 +$431 +2 New
TFM
366
TFC Financial Management
Massachusetts
$247 +$216 +1 New
Qube Research & Technologies (QRT)
367
Qube Research & Technologies (QRT)
United Kingdom
-$16M -92,132 Closed
CSS
368
Cubist Systematic Strategies
Connecticut
-$14.5M -83,531 Closed
DIGDR
369
Dynamo Internacional Gestao de Recursos
Brazil
-$12.1M -69,765 Closed
SC
370
Syon Capital
California
-$9.93M -57,321 Closed
AA
371
Ancora Advisors
Ohio
-$3.88M -22,382 Closed
Voloridge Investment Management
372
Voloridge Investment Management
Florida
-$3.6M -20,793 Closed
HF
373
HRT Financial
New York
-$3.1M -17,904 Closed
EP
374
Edgestream Partners
New Jersey
-$3.07M -17,717 Closed
ACM
375
Aquatic Capital Management
Illinois
-$1.77M -10,200 Closed