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AppFolio
APPF

133 hedge funds and large institutions have $842M invested in AppFolio in 2019 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 43 increasing their positions, 38 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 14

88% more call options, than puts

Call options by funds: $4.25M | Put options by funds: $2.26M

36% more capital invested

Capital invested by funds: $620M → $842M (+$222M)

13% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 38

11% more funds holding

Funds holding: 120 → 133 (+13)

2.06% more ownership

Funds ownership: 64.96% → 67.01% (+2.1%)

25% less funds holding in top 10

Funds holding in top 10: 4 → 3 (-1)

Holders
133
Holders Change
+13
Holders Change %
+10.83%
% of All Funds
2.88%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.06%
New
28
Increased
43
Reduced
38
Closed
14
Calls
$4.25M
Puts
$2.26M
Net Calls
+$1.99M
Net Calls Change
+$2.3M

Top Buyers

1
ESCM
Echo Street Capital Management
New York
+$17.9M
2
RIM
Ranger Investment Management
Texas
+$10.3M
3
WEO
William E. Oberndorf
+$7.35M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$7.02M
5
Russell Investments Group
Russell Investments Group
United Kingdom
+$3.48M

Top Sellers

1
CRCM
Cat Rock Capital Management
Connecticut
-$13.7M
2
MC
Menta Capital
California
-$5.28M
3
TA
Teachers Advisors
New York
-$5.24M
4
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$4.84M
5
Renaissance Technologies
Renaissance Technologies
New York
-$4.21M
Name Holding Trade Value Shares
Change 		Change in
Stake
Citadel Advisors
76
Citadel Advisors
Florida
$453K +$80K +1,196 +27%
Wolverine Trading
77
Wolverine Trading
Illinois
$447K +$136K +2,037 +57%
Creative Planning
78
Creative Planning
Kansas
$414K +$59.5K +890 +21%
MLICM
79
Metropolitan Life Insurance Company (MetLife)
New York
$386K – – –
Citigroup
80
Citigroup
New York
$377K -$15K -224 -5%
Envestnet Asset Management
81
Envestnet Asset Management
Illinois
$372K +$82.1K +1,228 +36%
SG Americas Securities
82
SG Americas Securities
New York
$353K +$298K +4,452 New
Barclays
83
Barclays
United Kingdom
$350K +$23.7K +354 +9%
SB
84
Suntrust Banks
Georgia
$336K -$6.22K -93 -2%
Acadian Asset Management
85
Acadian Asset Management
Massachusetts
$333K -$1.52M -22,688 -84%
Man Group
86
Man Group
United Kingdom
$327K +$276K +4,122 New
Bank of America
87
Bank of America
North Carolina
$316K -$2.1M -31,361 -89%
Janus Henderson Group
88
Janus Henderson Group
United Kingdom
$307K +$258K +3,864 New
Voloridge Investment Management
89
Voloridge Investment Management
Florida
$304K +$256K +3,823 New
Federated Hermes
90
Federated Hermes
Pennsylvania
$303K -$135K -2,016 -35%
Victory Capital Management
91
Victory Capital Management
Texas
$301K -$21.1K -315 -8%
Balyasny Asset Management
92
Balyasny Asset Management
Illinois
$290K +$245K +3,657 New
BNP Paribas Financial Markets
93
BNP Paribas Financial Markets
France
$283K +$217K +3,245 +1,037%
MSL
94
Mackay Shields LLC
New York
$270K – – –
CS
95
Credit Suisse
Switzerland
$269K +$227K +3,388 New
Los Angeles Capital Management
96
Los Angeles Capital Management
California
$261K +$220K +3,290 New
LPL Financial
97
LPL Financial
California
$239K +$201K +3,008 New
WKWM
98
Walter & Keenan Wealth Management
Indiana
$234K +$197K +2,950 New
Walleye Trading
99
Walleye Trading
New York
$212K +$178K +2,668 New
SM
100
Southport Management
Wyoming
$199K +$167K +2,500 New
2 3
4
5 6

APPF Hedge Fund Activity: Q1 2019 in Review

133 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in AppFolio (APPF) for Q1 2019, worth a combined $842M — up 36% from $620M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new APPF positions and 14 closed out — a net gain of 14 holders — while 43 added to existing stakes and 38 trimmed.

The largest buyer was Echo Street Capital Management, adding an estimated $17.9M. The largest seller was Cat Rock Capital Management, exiting entirely with an estimated $13.7M sold.

  • 133 institutional investors held AppFolio (APPF) as of Q1 2019, up from 120 in Q4 2018.
  • Funds reported $842M of AppFolio stock for Q1 2019, up 36% quarter-over-quarter.
  • 28 funds opened new AppFolio positions in Q1 2019 and 14 closed out, a net change of +14 holders.
  • The largest AppFolio buyer in Q1 2019 was Echo Street Capital Management, an estimated $17.9M added.
  • The largest AppFolio seller in Q1 2019 was Cat Rock Capital Management, an estimated $13.7M sold.

Based on aggregated 13F filings for Q1 2019.