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Apple Hospitality REIT
APLE

250 hedge funds and large institutions have $2.27B invested in Apple Hospitality REIT in 2019 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 87 increasing their positions, 86 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 30

3% more funds holding

Funds holding: 242 → 250 (+8)

4% more capital invested

Capital invested by funds: $2.19B → $2.27B (+$79.5M)

1% more repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 86

0.95% more ownership

Funds ownership: 60.36% → 61.3% (+0.95%)

74% less call options, than puts

Call options by funds: $2.49M | Put options by funds: $9.42M

Holders
250
Holders Change
+8
Holders Change %
+3.31%
% of All Funds
5.48%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
39
Increased
87
Reduced
86
Closed
30
Calls
$2.49M
Puts
$9.42M
Net Calls
-$6.93M
Net Calls Change
+$993K

Top Buyers

Rank Fund Capital Flow
1
Renaissance Technologies
Renaissance Technologies
New York
+$17.1M
2
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$10.6M
3
AG
Aperio Group
California
+$8.57M
4
Prudential Financial
Prudential Financial
New Jersey
+$8.41M
5
First Trust Advisors
First Trust Advisors
Illinois
+$5.45M

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$9.86M
2
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$9.2M
3
Millennium Management
Millennium Management
New York
-$7.54M
4
JIM
Jupiter Investment Management
United Kingdom
-$5.3M
5
UIC
Uniplan Investment Counsel
Wisconsin
-$5.11M
Name Holding Trade Value Shares
Change 		Change in
Stake
SPIA
226
Steward Partners Investment Advisory
New York
$21K +$20.5K +1,296 New
NFG
227
Next Financial Group
Texas
$20K – – –
JGIA
228
Jackson Grant Investment Advisers
Connecticut
$19K -$823 -52 -4%
PI
229
PineBridge Investments
New York
$19K – – –
FWM
230
Focused Wealth Management
New York
$11K +$79 +5 +0.8%
1IA
231
1834 Investment Advisors
Wisconsin
$10K +$9.5K +600 New
QCG
232
Quadrant Capital Group
Ohio
$8K -$23.5K -1,486 -73%
CIA
233
CSat Investment Advisory
Michigan
$8K +$1.11K +70 +17%
LC
234
Lindbrook Capital
California
$7K – – –
HFM
235
Hartford Financial Management
Connecticut
$7K +$6.96K +440 New
WPW
236
Winthrop Partners - WNY
New York
$6.63K +$6.33K +400 New
POIA
237
Pin Oak Investment Advisors
Texas
$6K – – –
VRM
238
Vectors Research Management
New York
$5K +$4.75K +300 New
HIM
239
Hillsdale Investment Management
Ontario, Canada
$4K -$791 -50 -17%
Bessemer Group
240
Bessemer Group
New Jersey
$4K +$4K +253 New
LWA
241
Lenox Wealth Advisors
New York
$3K +$2.56K +162 New
ASN
242
Advisory Services Network
Georgia
$2K – – –
EARNEST Partners
243
EARNEST Partners
Georgia
$2K – – –
OSAM
244
O'Shaughnessy Asset Management
Connecticut
$2K – – –
PFBT
245
Parkside Financial Bank & Trust
Missouri
$2K +$1.03K +65 +133%
SFS
246
Sowell Financial Services
Arkansas
$2K +$2.37K +150 New
BBHC
247
Brown Brothers Harriman & Co
New York
$1K – – –
ECM
248
EII Capital Management
New York
$522 +$53.7K +3,392 +12%
AIA
249
Arrow Investment Advisors
Maryland
$395 -$10K -634 -3%
GT
250
Glenmede Trust
Pennsylvania
$29 +$1.73K +109 +6%
8 9
10
11 12

APLE Hedge Fund Activity: Q3 2019 in Review

250 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Apple Hospitality REIT (APLE) for Q3 2019, worth a combined $2.27B — up 3.6% from $2.19B a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new APLE positions and 30 closed out — a net gain of 9 holders — while 87 added to existing stakes and 86 trimmed.

The largest buyer was Renaissance Technologies, adding an estimated $17.1M. The largest seller was BlackRock, cutting an estimated $9.86M.

  • 250 institutional investors held Apple Hospitality REIT (APLE) as of Q3 2019, up from 242 in Q2 2019.
  • Funds reported $2.27B of Apple Hospitality REIT stock for Q3 2019, up 3.6% quarter-over-quarter.
  • 39 funds opened new Apple Hospitality REIT positions in Q3 2019 and 30 closed out, a net change of +9 holders.
  • The largest Apple Hospitality REIT buyer in Q3 2019 was Renaissance Technologies, an estimated $17.1M added.
  • The largest Apple Hospitality REIT seller in Q3 2019 was BlackRock, an estimated $9.86M sold.

Based on aggregated 13F filings for Q3 2019.