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AppFolio

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: 35 (+2)

13% more funds holding

Funds holding: 128144 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
GAM
76
Gotham Asset Management
New York
$870K -$762K -6,388 -45%
RJA
77
Raymond James & Associates
Florida
$860K +$14K +117 +2%
SO
78
STRS Ohio
Ohio
$821K -$215K -1,800 -20%
UCFA
79
United Capital Financial Advisors
Texas
$814K -$417K -3,500 -32%
CANY
80
Caxton Associates (New York)
New York
$771K +$829K +6,951 New
MIM
81
MetLife Investment Management
New Jersey
$763K
ISL
82
Ingalls & Snyder LLC
New York
$739K -$11.7K -98 -1%
OSAM
83
O'Shaughnessy Asset Management
Connecticut
$699K -$308K -2,582 -29%
Ameriprise
84
Ameriprise
Minnesota
$675K +$726K +6,085 New
Jane Street
85
Jane Street
New York
$671K +$721K +6,047 New
EAM
86
Evanson Asset Management
California
$666K
VRS
87
Virginia Retirement Systems
Virginia
$655K +$704K +5,900 New
Envestnet Asset Management
88
Envestnet Asset Management
Illinois
$643K +$120K +1,007 +21%
AA
89
ALPS Advisors
Colorado
$643K +$691K +5,792 New
Citigroup
90
Citigroup
New York
$635K -$1.39M -11,660 -67%
Axa
91
Axa
France
$633K +$680K +5,700 New
WG
92
Winton Group
United Kingdom
$613K +$659K +5,527 New
BNP Paribas Financial Markets
93
BNP Paribas Financial Markets
France
$584K +$370K +3,104 +144%
HSBC Holdings
94
HSBC Holdings
United Kingdom
$579K +$633K +5,303 New
GC
95
Globeflex Capital
California
$573K -$981K -8,228 -61%
CSS
96
Cubist Systematic Strategies
Connecticut
$561K +$603K +5,059 New
MLICM
97
Metropolitan Life Insurance Company (MetLife)
New York
$538K -$596 -5 -0.1%
Susquehanna International Group
98
Susquehanna International Group
Pennsylvania
$529K +$569K +4,767 New
Canada Life
99
Canada Life
Manitoba, Canada
$526K +$265K +2,219 +88%
SG Americas Securities
100
SG Americas Securities
New York
$517K +$327K +2,739 +142%

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.