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Appian
APPN

207 hedge funds and large institutions have $1.18B invested in Appian in 2024 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 55 increasing their positions, 58 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

187% more call options, than puts

Call options by funds: $26.9M | Put options by funds: $9.38M

2% more capital invested

Capital invested by funds: $1.15B → $1.18B (+$26.6M)

5% less repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 58

3.35% less ownership

Funds ownership: 73.09% → 69.74% (-3.3%)

4% less funds holding

Funds holding: 215 → 207 (-8)

15% less first-time investments, than exits

New positions opened: 40 | Existing positions closed: 47

33% less funds holding in top 10

Funds holding in top 10: 3 → 2 (-1)

Holders
207
Holders Change
-8
Holders Change %
-3.72%
% of All Funds
2.98%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
40
Increased
55
Reduced
58
Closed
47
Calls
$26.9M
Puts
$9.38M
Net Calls
+$17.5M
Net Calls Change
-$1.42M

Top Buyers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
+$13.6M
2
SRFM
Shannon River Fund Management
New York
+$12.8M
3
Canada Life
Canada Life
Manitoba, Canada
+$6.81M
4
HAM
Harber Asset Management
North Carolina
+$5.85M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$5.63M

Top Sellers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
-$37.8M
2
ACA
Abdiel Capital Advisors
New York
-$25M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$8.27M
4
Alyeska Investment Group
Alyeska Investment Group
Illinois
-$7.02M
5
Norges Bank
Norges Bank
Norway
-$6.63M
Name Holding Trade Value Shares
Change 		Change in
Stake
CTWM
151
Cherry Tree Wealth Management
Minnesota
$7.99K – – –
MCM
152
Manchester Capital Management
Vermont
$7.99K – – –
TSWM
153
Tyler-Stone Wealth Management
Ohio
$7.59K – – –
CAM
154
Creekmur Asset Management
Illinois
$6.39K – – –
QL
155
Quarry LP
New York
$5.99K +$5.2K +150 New
Northwestern Mutual Wealth Management
156
Northwestern Mutual Wealth Management
Wisconsin
$5.71K -$7.49K -216 -60%
Comerica Bank
157
Comerica Bank
Texas
$5.67K +$4.92K +142 New
CTA
158
Colonial Trust Advisors
South Carolina
$5.39K +$4.68K +135 New
OCM
159
Orion Capital Management
California
$5.27K – – –
CFD
160
Creative Financial Designs
Indiana
$5.19K – – –
GIA
161
GHP Investment Advisors
Colorado
$4.99K – – –
CFGS
162
Concourse Financial Group Securities
Alabama
$4.99K – – –
MSG
163
Main Street Group
Virginia
$4.95K – – –
TAM
164
Tucker Asset Management
Colorado
$4.39K – – –
GWSG
165
GPS Wealth Strategies Group
Colorado
$4.24K – – –
MTIC
166
Missouri Trust & Investment Company
Missouri
$4.2K – – –
GRP
167
Global Retirement Partners
California
$4.16K -$243 -7 -6%
AWM
168
Activest Wealth Management
Florida
$4.13K – – –
TCM
169
Tradewinds Capital Management
Washington
$3.4K – – –
VCM
170
Versant Capital Management
Arizona
$3.36K -$381 -11 -12%
LFG
171
Larson Financial Group
Missouri
$3.16K – – –
PA
172
Parallel Advisors
California
$3.08K -$555 -16 -17%
TCG
173
Transcendent Capital Group
Oklahoma
$3K – – –
Jones Financial Companies
174
Jones Financial Companies
Missouri
$2.8K +$2.43K +70 New
JWA
175
JFS Wealth Advisors
Pennsylvania
$2.76K – – –
5 6
7
8 9

APPN Hedge Fund Activity: Q1 2024 in Review

207 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Appian (APPN) for Q1 2024, worth a combined $1.18B — up 2.3% from $1.15B a quarter earlier.

Sellers outnumbered buyers: 47 funds closed out of APPN and 40 opened new positions — a net loss of 7 holders — while 58 trimmed existing stakes and 55 added.

The largest buyer was Vanguard Group, adding an estimated $13.6M. The largest seller was Citadel Advisors, cutting an estimated $37.8M.

  • 207 institutional investors held Appian (APPN) as of Q1 2024, down from 215 in Q4 2023.
  • Funds reported $1.18B of Appian stock for Q1 2024, up 2.3% quarter-over-quarter.
  • 40 funds opened new Appian positions in Q1 2024 and 47 closed out, a net change of -7 holders.
  • The largest Appian buyer in Q1 2024 was Vanguard Group, an estimated $13.6M added.
  • The largest Appian seller in Q1 2024 was Citadel Advisors, an estimated $37.8M sold.

Based on aggregated 13F filings for Q1 2024.