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AppFolio

43 hedge funds and large institutions have $152M invested in AppFolio in 2017 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 18 increasing their positions, 10 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 3

80% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 10

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

27% more capital invested

Capital invested by funds: $119M → $152M (+$32.7M)

13% more funds holding

Funds holding: 3843 (+5)

4.68% more ownership

Funds ownership: 43.15%47.83% (+4.7%)

Holders
43
Holders Change
+5
Holders Change %
+13.16%
% of All Funds
1.07%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
12
Increased
18
Reduced
10
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
26
UBS Group
Switzerland
$142K +$86.7K +3,629 +233%
AIG
27
American International Group
New York
$127K +$7.5K +314 +7%
New York State Common Retirement Fund
28
New York State Common Retirement Fund
New York
$122K +$24 +1 +0%
NFA
29
Nationwide Fund Advisors
Ohio
$118K -$12.3K -514 -11%
Bank of America
30
Bank of America
North Carolina
$37K +$7.17K +300 +29%
Legal & General Group
31
Legal & General Group
United Kingdom
$32K -$3.56K -149 -11%
AIM
32
Acrospire Investment Management
Illinois
$31K +$27.6K +1,155 New
Bank of Montreal
33
Bank of Montreal
Ontario, Canada
$12K
AIP
34
Ameritas Investment Partners
Nebraska
$12K +$10.7K +450 New
Royal Bank of Canada
35
Royal Bank of Canada
Ontario, Canada
$11K +$645 +27 +7%
Federated Hermes
36
Federated Hermes
Pennsylvania
$9K +$979 +41 +14%
LTFS
37
Ladenburg Thalmann Financial Services
Florida
$8K +$7.55K +316 New
TDC
38
Thompson Davis & Co
Virginia
$6K +$4.87K +204 New
Citigroup
39
Citigroup
New York
$2K -$154K -6,456 -99%
BNP Paribas Financial Markets
40
BNP Paribas Financial Markets
France
$1.39K -$1.79K -75 -60%
AG
41
Advisor Group
Arizona
$1K -$597 -25 -50%
Barclays
42
Barclays
United Kingdom
$1K +$836 +35 New
LCM
43
Laurion Capital Management
New York
-$352K -14,763 Closed
Susquehanna International Group
44
Susquehanna International Group
Pennsylvania
-$265K -11,127 Closed
JP Morgan Chase
45
JP Morgan Chase
New York
-$8K -323 Closed
SEI Investments
46
SEI Investments
Pennsylvania
+$167 +7 New

APPF Hedge Fund Activity: Q1 2017 in Review

43 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in AppFolio (APPF) for Q1 2017, worth a combined $152M — up 27% from $119M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new APPF positions and 3 closed out — a net gain of 9 holders — while 18 added to existing stakes and 10 trimmed.

The largest buyer was Ashe Capital Management, adding an estimated $21.6M. The largest seller was William E. Oberndorf, cutting an estimated $12.9M.

  • 43 institutional investors held AppFolio (APPF) as of Q1 2017, up from 38 in Q4 2016.
  • Funds reported $152M of AppFolio stock for Q1 2017, up 27% quarter-over-quarter.
  • 12 funds opened new AppFolio positions in Q1 2017 and 3 closed out, a net change of +9 holders.
  • The largest AppFolio buyer in Q1 2017 was Ashe Capital Management, an estimated $21.6M added.
  • The largest AppFolio seller in Q1 2017 was William E. Oberndorf, an estimated $12.9M sold.

Based on aggregated 13F filings for Q1 2017.