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AppFolio

182 hedge funds and large institutions have $2.02B invested in AppFolio in 2020 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 50 increasing their positions, 62 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more call options, than puts

Call options by funds: $15.6M | Put options by funds: $6.93M

122% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 18

14% more funds holding

Funds holding: 160182 (+22)

1.89% more ownership

Funds ownership: 83.03%84.92% (+1.9%)

10% less capital invested

Capital invested by funds: $2.26B → $2.02B (-$234M)

19% less repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 62

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
182
Holders Change
+22
Holders Change %
+13.75%
% of All Funds
3.67%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.04%
New
40
Increased
50
Reduced
62
Closed
18
Calls
$15.6M
Puts
$6.93M
Net Calls
+$8.69M
Net Calls Change
+$1.06M
Name Holding Trade Value Shares
Change
Change in
Stake
PAM
51
Panagora Asset Management
Massachusetts
$2.06M +$2.24M +14,529 New
RG
52
Rathbones Group
United Kingdom
$1.95M
AG
53
Algert Global
California
$1.93M +$482K +3,129 +30%
Bank of America
54
Bank of America
North Carolina
$1.81M -$743K -4,826 -27%
PPA
55
Parametric Portfolio Associates
Washington
$1.78M -$41.7K -271 -2%
TRCT
56
Tower Research Capital (TRC)
New York
$1.77M +$1.57M +10,195 +440%
CS
57
Credit Suisse
Switzerland
$1.77M -$184K -1,196 -9%
MWM
58
Mission Wealth Management
California
$1.68M +$1.82M +11,846 New
WG
59
Winton Group
United Kingdom
$1.58M +$314K +2,040 +22%
AQR Capital Management
60
AQR Capital Management
Connecticut
$1.57M +$43K +279 +3%
Deutsche Bank
61
Deutsche Bank
Germany
$1.39M +$107K +695 +8%
DA
62
Duality Advisers
Florida
$1.39M +$1.51M +9,790 New
AIG
63
American International Group
New York
$1.38M -$2.93K -19 -0.2%
CIA
64
Capital Impact Advisors
Massachusetts
$1.37M +$462K +3,000 +45%
Legal & General Group
65
Legal & General Group
United Kingdom
$1.33M +$820K +5,326 +131%
Citadel Advisors
66
Citadel Advisors
Florida
$1.32M +$557K +3,620 +63%
JP Morgan Chase
67
JP Morgan Chase
New York
$1.25M -$27.3K -177 -2%
State Board of Administration of Florida Retirement System
68
State Board of Administration of Florida Retirement System
Florida
$1.24M
ISL
69
Ingalls & Snyder LLC
New York
$1.23M +$229K +1,490 +21%
MSL
70
Mackay Shields LLC
New York
$1.15M +$293K +1,900 +31%
ECM
71
ETrade Capital Management
Virginia
$1.14M +$1.24M +8,034 New
T. Rowe Price Associates
72
T. Rowe Price Associates
Maryland
$1.09M +$60.4K +392 +5%
UCFA
73
United Capital Financial Advisors
Texas
$1.07M
LCH
74
Lee Capital Holdings
New York
$1.05M +$1.14M +7,385 New
CTA
75
Carillon Tower Advisers
Florida
$1.03M +$1.12M +7,301 New

APPF Hedge Fund Activity: Q3 2020 in Review

182 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in AppFolio (APPF) for Q3 2020, worth a combined $2.02B — down 10% from $2.26B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new APPF positions and 18 closed out — a net gain of 22 holders — while 50 added to existing stakes and 62 trimmed.

The largest buyer was Dynamo Internacional Gestao de Recursos, opening a new position worth an estimated $28.7M. The largest seller was Granite Investment Partners, cutting an estimated $29.1M.

  • 182 institutional investors held AppFolio (APPF) as of Q3 2020, up from 160 in Q2 2020.
  • Funds reported $2.02B of AppFolio stock for Q3 2020, down 10% quarter-over-quarter.
  • 40 funds opened new AppFolio positions in Q3 2020 and 18 closed out, a net change of +22 holders.
  • The largest AppFolio buyer in Q3 2020 was Dynamo Internacional Gestao de Recursos, an estimated $28.7M added.
  • The largest AppFolio seller in Q3 2020 was Granite Investment Partners, an estimated $29.1M sold.

Based on aggregated 13F filings for Q3 2020.