AppFolio
APPF
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.
200% more funds holding in top 10
Funds holding in top 10: 2 → 6 (+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: 182 → 182 (0)
1.55% less ownership
Funds ownership: 84.92% → 83.37% (-1.6%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SCM
Steadfast Capital Management
New York
|
+$46.2M |
| 2 |
Morgan Stanley
New York
|
+$45.9M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$27.6M |
| 4 |
Capital World Investors
Los Angeles,
California
|
+$24.2M |
| 5 |
ESCM
Echo Street Capital Management
New York
|
+$11.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CCM
CAAS Capital Management
New York
|
-$22.1M |
| 2 |
WEO
William E. Oberndorf
|
-$16.3M |
| 3 |
Jennison Associates
New York
|
-$8.12M |
| 4 |
BC
BIT Capital
Berlin,
Germany
|
-$2.98M |
| 5 |
Tudor Investment Corp
Stamford,
Connecticut
|
-$2.95M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
TI
201
Trexquant Investment
Stamford,
Connecticut
| – | -$340K | -2,400 | Closed |
|
|
LCM
202
Laurion Capital Management
New York
| – | -$302K | -2,133 | Closed |
|
|
E
203
Ergoteles
New York
| – | -$296K | -2,086 | Closed |
|
|
OMC
204
Old Mission Capital
Chicago,
Illinois
| – | -$270K | -1,905 | Closed |
|
|
QC
205
Quadrature Capital
London,
United Kingdom
| – | -$269K | -1,900 | Closed |
|
|
CANY
206
Caxton Associates (New York)
New York
| – | -$254K | -1,790 | Closed |
|
207
Stifel Financial
St. Louis,
Missouri
| – | -$224K | -1,580 | Closed |
|
208
Simplex Trading
Chicago,
Illinois
| – | -$89.6K | -560 | Closed |
|
|
DWA
209
Dorsey Wright & Associates
Pasadena,
California
| – | -$27K | -191 | Closed |
|
|
FC
210
FORA Capital
Miami,
Florida
| – | -$24K | -172 | Closed |
|
|
WCG
211
Weaver Consulting Group
Huntington Beach,
California
| – | -$10K | -70 | Closed |
|
|
ETC
212
Exchange Traded Concepts
Oklahoma City,
Oklahoma
| – | -$1K | -6 | Closed |
|
|
AP
213
Arlington Partners
Birmingham,
Alabama
| – | +$320 | +2 | New |
|
|
AWA
214
Arkadios Wealth Advisors
Atlanta,
Georgia
| – | +$480 | +3 | New |
|
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.