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AppFolio

182 hedge funds and large institutions have $2.72B invested in AppFolio in 2020 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 69 increasing their positions, 49 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 26 (+4)

159% more call options, than puts

Call options by funds: $18M | Put options by funds: $6.95M

41% more repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 49

34% more capital invested

Capital invested by funds: $2.02B → $2.72B (+$695M)

3% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 32

0% more funds holding

Funds holding: 182182 (0)

1.55% less ownership

Funds ownership: 84.92%83.37% (-1.6%)

Holders
182
Holders Change
Holders Change %
0%
% of All Funds
3.22%
Holding in Top 10
6
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+200%
% of All Funds
0.11%
New
33
Increased
69
Reduced
49
Closed
32
Calls
$18M
Puts
$6.95M
Net Calls
+$11.1M
Net Calls Change
+$2.38M
Name Holding Trade Value Shares
Change
Change in
Stake
State of Wisconsin Investment Board
126
State of Wisconsin Investment Board
Wisconsin
$324K -$80K -500 -22%
MA
127
Mutual Advisors
Nebraska
$322K
Zurich Cantonal Bank
128
Zurich Cantonal Bank
Switzerland
$318K
HighTower Advisors
129
HighTower Advisors
Illinois
$307K +$271K +1,692 New
Commonwealth Equity Services
130
Commonwealth Equity Services
Massachusetts
$295K +$1.92K +12 +0.7%
Truist Financial
131
Truist Financial
North Carolina
$285K +$10.6K +66 +4%
NA
132
Navellier & Associates
Nevada
$276K -$6.4K -40 -3%
ET
133
Equitable Trust
Tennessee
$275K
Axa
134
Axa
France
$270K +$240K +1,500 New
HSBC Holdings
135
HSBC Holdings
United Kingdom
$270K +$241K +1,505 New
ZCM
136
Zebra Capital Management
Connecticut
$264K -$51.4K -321 -18%
CPWA
137
Cerro Pacific Wealth Advisors
California
$258K +$229K +1,434 New
Prudential Financial
138
Prudential Financial
New Jersey
$249K -$126K -790 -36%
PAMU
139
Pictet Asset Management (UK)
United Kingdom
$248K +$220K +1,377 New
AIP
140
Ameritas Investment Partners
Nebraska
$247K
Teacher Retirement System of Texas
141
Teacher Retirement System of Texas
Texas
$244K +$217K +1,356 New
IAA
142
Independent Advisor Alliance
North Carolina
$240K +$213K +1,332 New
Wolverine Trading
143
Wolverine Trading
Illinois
$240K +$214K +1,339 New
QCM
144
Quantinno Capital Management
New York
$234K -$204K -1,274 -50%
ASN
145
Advisory Services Network
Georgia
$229K +$204K +1,272 New
CIBC Asset Management
146
CIBC Asset Management
Ontario, Canada
$224K +$199K +1,245 New
MIH
147
Meitav Investment House
Israel
$218K +$194K +1,211 New
Balyasny Asset Management
148
Balyasny Asset Management
Illinois
$204K -$2.28M -14,239 -93%
Nisa Investment Advisors
149
Nisa Investment Advisors
Missouri
$126K +$48K +300 +75%
Macquarie Group
150
Macquarie Group
Australia
$87K

APPF Hedge Fund Activity: Q4 2020 in Review

182 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in AppFolio (APPF) for Q4 2020, worth a combined $2.72B — up 34% from $2.02B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new APPF positions and 32 closed out — a net gain of 1 holder — while 69 added to existing stakes and 49 trimmed.

The largest buyer was Steadfast Capital Management, opening a new position worth an estimated $46.2M. The largest seller was CAAS Capital Management, exiting entirely with an estimated $22.1M sold.

  • 182 institutional investors held AppFolio (APPF) as of Q4 2020, unchanged from Q3 2020.
  • Funds reported $2.72B of AppFolio stock for Q4 2020, up 34% quarter-over-quarter.
  • 33 funds opened new AppFolio positions in Q4 2020 and 32 closed out, a net change of +1 holder.
  • The largest AppFolio buyer in Q4 2020 was Steadfast Capital Management, an estimated $46.2M added.
  • The largest AppFolio seller in Q4 2020 was CAAS Capital Management, an estimated $22.1M sold.

Based on aggregated 13F filings for Q4 2020.