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243 hedge funds and large institutions have $1.4B invested in Appian in 2022 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 50 increasing their positions, 91 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

87% more call options, than puts

Call options by funds: $43.9M | Put options by funds: $23.5M

3.56% more ownership

Funds ownership: 68.59%72.15% (+3.6%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

10% less funds holding

Funds holding: 269243 (-26)

18% less capital invested

Capital invested by funds: $1.7B → $1.4B (-$307M)

39% less first-time investments, than exits

New positions opened: 31 | Existing positions closed: 51

45% less repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 91

Holders
243
Holders Change
-26
Holders Change %
-9.67%
% of All Funds
4.09%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
31
Increased
50
Reduced
91
Closed
51
Calls
$43.9M
Puts
$23.5M
Net Calls
+$20.4M
Net Calls Change
+$14.6M
Name Holding Trade Value Shares
Change
Change in
Stake
GWM
151
Geneos Wealth Management
Colorado
$40K
SPIA
152
Steward Partners Investment Advisory
New York
$39K -$2.31K -46 -5%
BC
153
Bartlett & Co
Ohio
$36K
BCWM
154
Bartlett & Co Wealth Management
Ohio
$35.5K
S
155
SignatureFD
Georgia
$29K -$5.18K -103 -14%
KTC
156
Kistler-Tiffany Companies
Pennsylvania
$29K
LWP
157
Lumature Wealth Partners
Georgia
$28K
FDCDDQ
158
Federation des caisses Desjardins du Quebec
Quebec, Canada
$27.1K -$1K -20 -3%
HWMA
159
Heritage Wealth Management (Arizona)
Arizona
$26.7K
RA
160
Rise Advisors
New York
$25K -$503 -10 -2%
TFA
161
Toth Financial Advisory
Virginia
$25K +$905 +18 +3%
EWA
162
EverSource Wealth Advisors
Alabama
$24K -$4.83K -96 -16%
PFBT
163
Parkside Financial Bank & Trust
Missouri
$24K
SSB
164
Sandy Spring Bank
Maryland
$24K +$5.03K +100 +25%
CCM
165
Chilton Capital Management
Texas
$21K +$22.8K +453 New
HFS
166
Hantz Financial Services
Michigan
$19K
TF
167
Tompkins Financial
New York
$19K
TWA
168
TCI Wealth Advisors
Arizona
$17K -$2.87K -57 -14%
Macquarie Group
169
Macquarie Group
Australia
$16K -$28.4K -565 -62%
CG
170
Cutler Group
California
$15K +$2.31K +46 +16%
SWM
171
Spire Wealth Management
Virginia
$14K -$24K -477 -61%
ATC
172
Adirondack Trust Company
New York
$13K
CFD
173
Creative Financial Designs
Indiana
$13K
JWA
174
JFS Wealth Advisors
Pennsylvania
$12K
WWMSC
175
Wagner Wealth Management (South Carolina)
South Carolina
$12K +$13.1K +260 New

APPN Hedge Fund Activity: Q2 2022 in Review

243 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Appian (APPN) for Q2 2022, worth a combined $1.4B — down 18% from $1.7B a quarter earlier.

Sellers outnumbered buyers: 51 funds closed out of APPN and 31 opened new positions — a net loss of 20 holders — while 91 trimmed existing stakes and 50 added.

The largest buyer was Abdiel Capital Advisors, adding an estimated $119M. The largest seller was Mitsubishi UFJ Trust & Banking, exiting entirely with an estimated $10.2M sold.

  • 243 institutional investors held Appian (APPN) as of Q2 2022, down from 269 in Q1 2022.
  • Funds reported $1.4B of Appian stock for Q2 2022, down 18% quarter-over-quarter.
  • 31 funds opened new Appian positions in Q2 2022 and 51 closed out, a net change of -20 holders.
  • The largest Appian buyer in Q2 2022 was Abdiel Capital Advisors, an estimated $119M added.
  • The largest Appian seller in Q2 2022 was Mitsubishi UFJ Trust & Banking, an estimated $10.2M sold.

Based on aggregated 13F filings for Q2 2022.