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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
CG
201
Cutler Group
California
$17K +$15.9K +280 New
MPWT
202
MassMutual Private Wealth & Trust
Connecticut
$16K
PA
203
Parallel Advisors
California
$15K -$29.2K -514 -68%
JWA
204
JFS Wealth Advisors
Pennsylvania
$15K
RIM
205
Rockbridge Investment Management
New York
$14.5K -$397 -7 -3%
AWM
206
Avior Wealth Management
Nebraska
$13K -$1.7K -30 -12%
HNB
207
Huntington National Bank
Ohio
$13K
KA
208
Kozak & Associates
Colorado
$13K
CAGAS
209
Capital Advisory Group Advisory Services
Minnesota
$13K +$11.9K +210 New
HR
210
Howe & Rusling
New York
$12K
PFGIA
211
Patriot Financial Group Insurance Agency
Massachusetts
$12K
TSWM
212
Tyler-Stone Wealth Management
Ohio
$12K
WTC
213
WhitTier Trust Company
Nevada
$12K +$11.3K +200 New
Northwestern Mutual Wealth Management
214
Northwestern Mutual Wealth Management
Wisconsin
$11K -$17.6K -310 -63%
CCA
215
Column Capital Advisors
Indiana
$11K
Russell Investments Group
216
Russell Investments Group
United Kingdom
$10K -$565K -9,953 -98%
BFC
217
Bedel Financial Consulting
Indiana
$10K
DWA
218
Delos Wealth Advisors
Texas
$10K
AIM
219
Anchor Investment Management
South Carolina
$9.12K
LPWM
220
Lake Point Wealth Management
Texas
$9K
LFG
221
Larson Financial Group
Missouri
$9K
AA
222
Addison Advisors
Vermont
$9K +$8.51K +150 New
FMP
223
Financial Management Professionals
Texas
$9K +$8.51K +150 New
CFGS
224
Concourse Financial Group Securities
Alabama
$8K -$6.98K -123 -50%
BWM
225
BerganKDV Wealth Management
Minnesota
$8K

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.