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269 hedge funds and large institutions have $1.7B invested in Appian in 2022 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 66 increasing their positions, 86 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more call options, than puts

Call options by funds: $46.9M | Put options by funds: $41.1M

11% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 45

1% more funds holding

Funds holding: 267269 (+2)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

1.7% less ownership

Funds ownership: 70.29%68.59% (-1.7%)

6% less capital invested

Capital invested by funds: $1.82B → $1.7B (-$114M)

23% less repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 86

Holders
269
Holders Change
+2
Holders Change %
+0.75%
% of All Funds
4.24%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
50
Increased
66
Reduced
86
Closed
45
Calls
$46.9M
Puts
$41.1M
Net Calls
+$5.77M
Net Calls Change
+$5.13M
Name Holding Trade Value Shares
Change
Change in
Stake
OCM
226
Orion Capital Management
California
$8K
GIA
227
GHP Investment Advisors
Colorado
$8K +$7.09K +125 New
MTIC
228
Missouri Trust & Investment Company
Missouri
$6K
ODG
229
O'Dell Group
Ohio
$6K
ACM
230
Aquatic Capital Management
Illinois
$6K +$5.67K +100 New
AA
231
Ancora Advisors
Ohio
$5K
TCM
232
Tradewinds Capital Management
Washington
$5K
SC
233
Siena Capital
Ohio
$5K +$4.25K +75 New
Koshinski Asset Management
234
Koshinski Asset Management
Illinois
$4.01K
AWM
235
Activest Wealth Management
Florida
$4K
National Bank of Canada
236
National Bank of Canada
Quebec, Canada
$4K
UB
237
UMB Bank
Missouri
$4K
AP
238
Arlington Partners
Alabama
$4K +$3.63K +64 New
GI
239
Gradient Investments
Minnesota
$3K -$5.67K -100 -67%
MCM
240
Manchester Capital Management
Vermont
$3K -$567 -10 -18%
FMB
241
Field & Main Bank
Kentucky
$3K
NSIM
242
North Star Investment Management
Illinois
$3K
BWM
243
Baystate Wealth Management
Massachusetts
$3K +$2.55K +45 New
BBPWM
244
Blue Bell Private Wealth Management
Pennsylvania
$2K -$2.84K -50 -63%
CCM
245
Covington Capital Management
California
$2K
HI
246
Hudock Inc
Pennsylvania
$2K
LWA
247
Lenox Wealth Advisors
New York
$2K
IA
248
IFP Advisors
Florida
$2K +$624 +11 +122%
LC
249
Lindbrook Capital
California
$2K +$2.33K +41 New
AF
250
Advisornet Financial
Minnesota
$1K -$70.9K -1,250 -99%

APPN Hedge Fund Activity: Q1 2022 in Review

269 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Appian (APPN) for Q1 2022, worth a combined $1.7B — down 6.3% from $1.82B a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new APPN positions and 45 closed out — a net gain of 5 holders — while 66 added to existing stakes and 86 trimmed.

The largest buyer was Abdiel Capital Advisors, adding an estimated $38.1M. The largest seller was Morgan Stanley, cutting an estimated $20.9M.

  • 269 institutional investors held Appian (APPN) as of Q1 2022, up from 267 in Q4 2021.
  • Funds reported $1.7B of Appian stock for Q1 2022, down 6.3% quarter-over-quarter.
  • 50 funds opened new Appian positions in Q1 2022 and 45 closed out, a net change of +5 holders.
  • The largest Appian buyer in Q1 2022 was Abdiel Capital Advisors, an estimated $38.1M added.
  • The largest Appian seller in Q1 2022 was Morgan Stanley, an estimated $20.9M sold.

Based on aggregated 13F filings for Q1 2022.