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133 hedge funds and large institutions have $640M invested in Appian in 2019 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 37 increasing their positions, 24 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

161% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 18

54% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 24

36% more capital invested

Capital invested by funds: $469M → $640M (+$171M)

27% more funds holding

Funds holding: 105133 (+28)

1.18% less ownership

Funds ownership: 62.36%61.18% (-1.2%)

50% less call options, than puts

Call options by funds: $7M | Put options by funds: $14M

63% less funds holding in top 10

Funds holding in top 10: 83 (-5)

Holders
133
Holders Change
+28
Holders Change %
+26.67%
% of All Funds
2.88%
Holding in Top 10
3
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-62.5%
% of All Funds
0.06%
New
47
Increased
37
Reduced
24
Closed
18
Calls
$7M
Puts
$14M
Net Calls
-$6.99M
Net Calls Change
-$4.43M
Name Holding Trade Value Shares
Change
Change in
Stake
CAGAS
101
Capital Advisory Group Advisory Services
Minnesota
$18K +$17.1K +507 New
AIM
102
Arcadia Investment Management
Michigan
$17K
VFA
103
Valeo Financial Advisors
Indiana
$16K
S
104
SignatureFD
Georgia
$13K +$5.71K +169 +85%
BFEC
105
Benjamin F. Edwards & Company
Missouri
$13K +$12.9K +381 New
BNP Paribas Financial Markets
106
BNP Paribas Financial Markets
France
$12.2K -$2.97K -88 -20%
ME
107
McIlrath & Eck
Washington
$12K +$12K +354 New
MPWT
108
MassMutual Private Wealth & Trust
Connecticut
$10.1K -$8.48K -251 -46%
RCAG
109
Rehmann Capital Advisory Group
Michigan
$9.81K +$6.75K +200 +235%
ASN
110
Advisory Services Network
Georgia
$7K
GWMIA
111
Global Wealth Management Investment Advisory
Florida
$7K
SWM
112
SeaCrest Wealth Management
New York
$6K
Northwestern Mutual Wealth Management
113
Northwestern Mutual Wealth Management
Wisconsin
$6K +$5.91K +175 New
BFC
114
Bedel Financial Consulting
Indiana
$5K
CAPTRUST Financial Advisors
115
CAPTRUST Financial Advisors
North Carolina
$5K +$5.07K +150 New
PA
116
Parallel Advisors
California
$4K -$12.7K -375 -76%
ATC
117
Adirondack Trust Company
New York
$4K
LPWM
118
Lake Point Wealth Management
Texas
$4K
Fidelity Investments
119
Fidelity Investments
Massachusetts
$4K +$3.58K +106 New
CCA
120
Catalyst Capital Advisors
New York
$3K
RFC
121
Regions Financial Corp
Alabama
$3K
RFM
122
Royal Fund Management
Florida
$3K
GSWM
123
Golden State Wealth Management
California
$3K +$3.38K +100 New
MWC
124
MKD Wealth Coaches
Michigan
$3K +$3.38K +100 New
CIAS
125
Capital Investment Advisory Services
North Carolina
$2K

APPN Hedge Fund Activity: Q1 2019 in Review

133 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Appian (APPN) for Q1 2019, worth a combined $640M — up 36% from $469M a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new APPN positions and 18 closed out — a net gain of 29 holders — while 37 added to existing stakes and 24 trimmed.

The largest buyer was Baillie Gifford & Co, opening a new position worth an estimated $26.7M. The largest seller was EastBay Asset Management, exiting entirely with an estimated $20.6M sold.

  • 133 institutional investors held Appian (APPN) as of Q1 2019, up from 105 in Q4 2018.
  • Funds reported $640M of Appian stock for Q1 2019, up 36% quarter-over-quarter.
  • 47 funds opened new Appian positions in Q1 2019 and 18 closed out, a net change of +29 holders.
  • The largest Appian buyer in Q1 2019 was Baillie Gifford & Co, an estimated $26.7M added.
  • The largest Appian seller in Q1 2019 was EastBay Asset Management, an estimated $20.6M sold.

Based on aggregated 13F filings for Q1 2019.