Appian
APPN
209 hedge funds and large institutions have $1.46B invested in Appian in 2020 Q2 according to their latest regulatory filings, with 65 funds opening new positions, 71 increasing their positions, 43 reducing their positions, and 27 closing their positions.
141% more first-time investments, than exits
New positions opened: 65 | Existing positions closed: 27
65% more repeat investments, than reductions
Existing positions increased: 71 | Existing positions reduced: 43
34% more capital invested
Capital invested by funds: $1.09B → $1.46B (+$372M)
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
22% more funds holding
Funds holding: 172 → 209 (+37)
2.83% more ownership
Funds ownership: 78.55% → 81.37% (+2.8%)
52% less call options, than puts
Call options by funds: $31.4M | Put options by funds: $65.1M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACA
Abdiel Capital Advisors
New York
|
+$22.9M |
| 2 |
Morgan Stanley
New York
|
+$21.9M |
| 3 |
First Trust Advisors
Wheaton,
Illinois
|
+$12.9M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$12.4M |
| 5 |
AAMU
Amundi Asset Management US
Boston,
Massachusetts
|
+$12.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
D.E. Shaw & Co
New York
|
-$32.1M |
| 2 |
GIP
Granite Investment Partners
El Segundo,
California
|
-$16M |
| 3 |
SAM
Silvercrest Asset Management
New York
|
-$9.9M |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$4.6M |
| 5 |
AACP
Advantage Alpha Capital Partners
San Francisco,
California
|
-$3.39M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
226
Victory Capital Management
San Antonio,
Texas
| – | -$160K | -3,974 | Closed |
|
|
WAP
227
Wealthcare Advisory Partners
West Chester,
Pennsylvania
| – | -$107K | -2,662 | Closed |
|
|
FC
228
FORA Capital
Miami,
Florida
| – | -$79K | -1,953 | Closed |
|
|
ASN
229
Advisory Services Network
Atlanta,
Georgia
| – | -$34K | -834 | Closed |
|
|
TIM
230
Tortoise Investment Management
White Plains,
New York
| – | -$20K | -500 | Closed |
|
|
GSWM
231
Golden State Wealth Management
Santa Ana,
California
| – | -$13K | -325 | Closed |
|
|
SFG
232
Sowa Financial Group
Lincoln,
Rhode Island
| – | -$4K | -101 | Closed |
|
|
NFG
233
Next Financial Group
Houston,
Texas
| – | -$4K | -100 | Closed |
|
|
MWM
234
MBE Wealth Management
Tomah,
Wisconsin
| – | -$1K | -47 | Closed |
|
|
JCM
235
Jacobi Capital Management
Pittston,
Pennsylvania
| – | -$2K | -40 | Closed |
|
|
HWA
236
HHM Wealth Advisors
Chattanooga,
Tennessee
| – | +$390 | +8 | New |
|
APPN Hedge Fund Activity: Q2 2020 in Review
209 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Appian (APPN) for Q2 2020, worth a combined $1.46B — up 34% from $1.09B a quarter earlier.
Buyers outnumbered sellers: 65 funds opened new APPN positions and 27 closed out — a net gain of 38 holders — while 71 added to existing stakes and 43 trimmed.
The largest buyer was Abdiel Capital Advisors, adding an estimated $22.9M. The largest seller was D.E. Shaw & Co, cutting an estimated $32.1M.
- 209 institutional investors held Appian (APPN) as of Q2 2020, up from 172 in Q1 2020.
- Funds reported $1.46B of Appian stock for Q2 2020, up 34% quarter-over-quarter.
- 65 funds opened new Appian positions in Q2 2020 and 27 closed out, a net change of +38 holders.
- The largest Appian buyer in Q2 2020 was Abdiel Capital Advisors, an estimated $22.9M added.
- The largest Appian seller in Q2 2020 was D.E. Shaw & Co, an estimated $32.1M sold.
Based on aggregated 13F filings for Q2 2020.