AppFolio
APPF
38 hedge funds and large institutions have $119M invested in AppFolio in 2016 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 16 increasing their positions, 8 reducing their positions, and 2 closing their positions.
250% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 2
106% more capital inflows, than outflows
Capital inflows: $6.04M | Capital outflows: $2.93M
100% more repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 8
15% more funds holding
Funds holding: 33 → 38 (+5)
1.27% more ownership
Funds ownership: 41.88% → 43.15% (+1.3%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACM
Ashe Capital Management
Englewood Cliffs,
New Jersey
|
+$2.66M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$1.16M |
| 3 |
BlackRock Fund Advisors
San Francisco,
California
|
+$739K |
| 4 |
Morgan Stanley
New York
|
+$432K |
| 5 |
State Street
Boston,
Massachusetts
|
+$252K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$1.87M |
| 2 |
SIM
Spark Investment Management
New York
|
-$505K |
| 3 |
Laurion Capital Management
New York
|
-$499K |
| 4 |
Barclays
London,
United Kingdom
|
-$22K |
| 5 |
TIAA CREF Investment Management
New York
|
-$11.3K |
APPF Hedge Fund Activity: Q4 2016 in Review
38 of the 4,008 institutional investors tracked by Wall St. Rank reported a position in AppFolio (APPF) for Q4 2016, worth a combined $119M — up 27% from $94.3M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new APPF positions and 2 closed out — a net gain of 5 holders — while 16 added to existing stakes and 8 trimmed.
The largest buyer was Ashe Capital Management, adding an estimated $2.66M. The largest seller was Wells Fargo, cutting an estimated $1.87M.
- 38 institutional investors held AppFolio (APPF) as of Q4 2016, up from 33 in Q3 2016.
- Funds reported $119M of AppFolio stock for Q4 2016, up 27% quarter-over-quarter.
- 7 funds opened new AppFolio positions in Q4 2016 and 2 closed out, a net change of +5 holders.
- The largest AppFolio buyer in Q4 2016 was Ashe Capital Management, an estimated $2.66M added.
- The largest AppFolio seller in Q4 2016 was Wells Fargo, an estimated $1.87M sold.
Based on aggregated 13F filings for Q4 2016.