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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
Bank of Montreal
151
Bank of Montreal
Ontario, Canada
$202K -$67K -435 -25%
AIP
152
Ameritas Investment Partners
Nebraska
$195K
Fifth Third Bancorp
153
Fifth Third Bancorp
Ohio
$186K +$202K +1,310 New
PI
154
PEAK6 Investments
Illinois
$151K -$439K -2,851 -73%
UBS Group
155
UBS Group
Switzerland
$83K -$1.5M -9,748 -94%
Simplex Trading
156
Simplex Trading
Illinois
$79K -$50.7K -329 -37%
Macquarie Group
157
Macquarie Group
Australia
$68K
Nisa Investment Advisors
158
Nisa Investment Advisors
Missouri
$57K +$61.6K +400 New
VFA
159
Valeo Financial Advisors
Indiana
$46K
US Bancorp
160
US Bancorp
Minnesota
$40K -$2.46K -16 -5%
Royal Bank of Canada
161
Royal Bank of Canada
Ontario, Canada
$38K -$16.5K -107 -29%
HPC
162
HM Payson & Co
Maine
$34K +$37.4K +243 New
SPIA
163
Steward Partners Investment Advisory
New York
$28K +$30.3K +197 New
DWA
164
Dorsey Wright & Associates
California
$27K -$9.7K -63 -25%
FC
165
FORA Capital
Florida
$24K -$101K -656 -79%
ME
166
McIlrath & Eck
Washington
$22K
SFS
167
Sowell Financial Services
Arkansas
$20K +$4.47K +29 +26%
NFG
168
Next Financial Group
Texas
$16K +$17.1K +111 New
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
169
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$14K
MPWT
170
MassMutual Private Wealth & Trust
Connecticut
$13K -$1.69K -11 -10%
CAPTRUST Financial Advisors
171
CAPTRUST Financial Advisors
North Carolina
$13K +$13.7K +89 New
VAIA
172
Virtus Alternative Investment Advisers
Connecticut
$11K -$4.47K -29 -27%
WCG
173
Weaver Consulting Group
California
$10K
MHR
174
Matthew Hamilton Rosenberg
$9K
CIA
175
Cascade Investment Advisors
Oregon
$7.09K

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.