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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
AIP
151
Ameritas Investment Partners
Nebraska
$193K
ED
152
Exane Derivatives
France
$189K -$18.2K -320 -9%
SAM
153
Shell Asset Management
Netherlands
$178K -$24.6K -434 -13%
BWP
154
Baldwin Wealth Partners
Massachusetts
$176K
NFSG
155
Newbridge Financial Services Group
Florida
$174K +$1.76K +31 +1%
MLICM
156
Metropolitan Life Insurance Company (MetLife)
New York
$155K -$436K -7,688 -75%
PNC Financial Services Group
157
PNC Financial Services Group
Pennsylvania
$153K +$17.3K +305 +14%
AIC
158
Ayalon Insurance Company
Israel
$152K +$70.9K +1,250 +100%
Carson Wealth (CWM LLC)
159
Carson Wealth (CWM LLC)
Nebraska
$137K +$113 +2 +0.1%
APA
160
American Portfolios Advisors
New York
$134K -$90.6K -1,597 -42%
Fifth Third Bancorp
161
Fifth Third Bancorp
Ohio
$131K +$2.84K +50 +2%
PCM
162
Penserra Capital Management
California
$110K +$34.4K +606 +50%
PFS
163
Prospera Financial Services
Texas
$110K +$102K +1,805 New
CCM
164
Cribstone Capital Management
Maine
$109K
PHK
165
Point72 Hong Kong
Hong Kong
$109K +$102K +1,793 New
Amundi
166
Amundi
France
$92K
Rockefeller Capital Management
167
Rockefeller Capital Management
New York
$77K -$5.67K -100 -7%
Nisa Investment Advisors
168
Nisa Investment Advisors
Missouri
$61K -$25K -440 -30%
CAPTRUST Financial Advisors
169
CAPTRUST Financial Advisors
North Carolina
$56K -$18.5K -326 -26%
Macquarie Group
170
Macquarie Group
Australia
$54.5K
SPIA
171
Steward Partners Investment Advisory
New York
$53K +$5.67K +100 +13%
GWM
172
Geneos Wealth Management
Colorado
$52K +$567 +10 +1%
SWM
173
Spire Wealth Management
Virginia
$48K -$56.8K -1,001 -56%
BC
174
Bartlett & Co
Ohio
$46K +$42.5K +750 New
S
175
SignatureFD
Georgia
$44K +$7.2K +127 +21%

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.