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AppFolio
APPF

144 hedge funds and large institutions have $1.46B invested in AppFolio in 2020 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 43 increasing their positions, 49 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

577% more call options, than puts

Call options by funds: $10.7M | Put options by funds: $1.58M

112% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 17

67% more funds holding in top 10

Funds holding in top 10: 3 → 5 (+2)

13% more funds holding

Funds holding: 128 → 144 (+16)

1.6% more ownership

Funds ownership: 77.72% → 79.33% (+1.6%)

4% more capital invested

Capital invested by funds: $1.4B → $1.46B (+$58.6M)

12% less repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 49

Holders
144
Holders Change
+16
Holders Change %
+12.5%
% of All Funds
3.17%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.11%
New
36
Increased
43
Reduced
49
Closed
17
Calls
$10.7M
Puts
$1.58M
Net Calls
+$9.12M
Net Calls Change
+$1.05M

Top Buyers

1
BCM
Brown Capital Management
Maryland
+$22.9M
2
ACM
Ashe Capital Management
New Jersey
+$19.2M
3
DM
Diker Management
New York
+$11.2M
4
GC
Gobi Capital
California
+$10.7M
5
Morgan Stanley
Morgan Stanley
New York
+$4.81M

Top Sellers

1
Brown Advisory
Brown Advisory
Maryland
-$21.1M
2
ESCM
Echo Street Capital Management
New York
-$12M
3
RIM
Ranger Investment Management
Texas
-$5.33M
4
GIP
Granite Investment Partners
California
-$4.72M
5
Bank of America
Bank of America
North Carolina
-$3.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
UBS Group
51
UBS Group
Switzerland
$1.75M -$935K -7,837 -33%
Citadel Advisors
52
Citadel Advisors
Florida
$1.7M +$946K +7,928 +108%
Principal Financial Group
53
Principal Financial Group
Iowa
$1.65M +$7.28K +61 +0.4%
Arrowstreet Capital
54
Arrowstreet Capital
Massachusetts
$1.6M -$2.26M -18,965 -57%
RG
55
Rathbones Group
United Kingdom
$1.53M – – –
Man Group
56
Man Group
United Kingdom
$1.35M +$1.17M +9,822 +421%
Janus Henderson Group
57
Janus Henderson Group
United Kingdom
$1.32M +$10.1K +85 +0.7%
AG
58
Algert Global
California
$1.31M +$1.41M +11,855 New
CS
59
Credit Suisse
Switzerland
$1.27M -$651K -5,455 -32%
UBS AM
60
UBS AM
Illinois
$1.26M +$59.4K +498 +5%
State Board of Administration of Florida Retirement System
61
State Board of Administration of Florida Retirement System
Florida
$1.24M – – –
PPA
62
Parametric Portfolio Associates
Washington
$1.16M +$255K +2,134 +26%
MSL
63
Mackay Shields LLC
New York
$1.11M +$1.19M +10,000 New
Balyasny Asset Management
64
Balyasny Asset Management
Illinois
$1.09M -$856K -7,174 -42%
CI
65
Cavalier Investments
Georgia
$1.06M – – –
Tudor Investment Corp
66
Tudor Investment Corp
Connecticut
$1.05M +$1.13M +9,466 New
D.E. Shaw & Co
67
D.E. Shaw & Co
New York
$1.05M +$1.43K +12 +0.1%
Bank of America
68
Bank of America
North Carolina
$1.04M -$3.6M -30,153 -76%
Victory Capital Management
69
Victory Capital Management
Texas
$1.03M +$826K +6,926 +289%
AIG
70
American International Group
New York
$1.03M -$64.2K -538 -5%
Creative Planning
71
Creative Planning
Kansas
$1M -$263K -2,202 -20%
CWM
72
Circle Wealth Management
New Jersey
$999K +$1.07M +9,000 New
SRAM
73
Stone Ridge Asset Management
New York
$994K – – –
Deutsche Bank
74
Deutsche Bank
Germany
$921K +$300K +2,516 +43%
VOYA Investment Management
75
VOYA Investment Management
Georgia
$876K +$20.4K +171 +2%
1 2
3
4 5

APPF Hedge Fund Activity: Q1 2020 in Review

144 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in AppFolio (APPF) for Q1 2020, worth a combined $1.46B — up 4.2% from $1.4B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new APPF positions and 17 closed out — a net gain of 19 holders — while 43 added to existing stakes and 49 trimmed.

The largest buyer was Brown Capital Management, adding an estimated $22.9M. The largest seller was Brown Advisory, exiting entirely with an estimated $21.1M sold.

  • 144 institutional investors held AppFolio (APPF) as of Q1 2020, up from 128 in Q4 2019.
  • Funds reported $1.46B of AppFolio stock for Q1 2020, up 4.2% quarter-over-quarter.
  • 36 funds opened new AppFolio positions in Q1 2020 and 17 closed out, a net change of +19 holders.
  • The largest AppFolio buyer in Q1 2020 was Brown Capital Management, an estimated $22.9M added.
  • The largest AppFolio seller in Q1 2020 was Brown Advisory, an estimated $21.1M sold.

Based on aggregated 13F filings for Q1 2020.