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Apple Hospitality REIT

255 hedge funds and large institutions have $2.25B invested in Apple Hospitality REIT in 2019 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 102 increasing their positions, 76 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 24

34% more repeat investments, than reductions

Existing positions increased: 102 | Existing positions reduced: 76

2% more funds holding

Funds holding: 250255 (+5)

0.8% more ownership

Funds ownership: 61.3%62.1% (+0.8%)

1% less capital invested

Capital invested by funds: $2.27B → $2.25B (-$18.9M)

47% less call options, than puts

Call options by funds: $1.39M | Put options by funds: $2.62M

Holders
255
Holders Change
+5
Holders Change %
+2%
% of All Funds
5.02%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
36
Increased
102
Reduced
76
Closed
24
Calls
$1.39M
Puts
$2.62M
Net Calls
-$1.23M
Net Calls Change
+$5.7M
Name Holding Trade Value Shares
Change
Change in
Stake
AWA
226
Arkadios Wealth Advisors
Georgia
$38K +$40.4K +2,500 New
TPCW
227
TD Private Client Wealth
New York
$35.8K +$35.7K +2,205 New
GT
228
Glenmede Trust
Pennsylvania
$29K
Lazard Asset Management
229
Lazard Asset Management
New York
$27K
RMAM
230
Raab & Moskowitz Asset Management
New Jersey
$22K +$22.8K +1,410 New
SPIA
231
Steward Partners Investment Advisory
New York
$21K +$388 +24 +2%
NFG
232
Next Financial Group
Texas
$20K
VanEck Associates
233
VanEck Associates
New York
$20K +$20K +1,238 New
GDP
234
Great Diamond Partners
Maine
$20K +$20.9K +1,292 New
PI
235
PineBridge Investments
New York
$19K
JGIA
236
Jackson Grant Investment Advisers
Connecticut
$18K
FWM
237
Focused Wealth Management
New York
$11K +$81 +5 +0.8%
OPS
238
Orion Portfolio Solutions
Nebraska
$11K +$11.4K +702 New
1IA
239
1834 Investment Advisors
Wisconsin
$10K
CIA
240
CSat Investment Advisory
Michigan
$10K +$1.99K +123 +25%
QCG
241
Quadrant Capital Group
Ohio
$10K +$2.46K +152 +27%
MPWT
242
MassMutual Private Wealth & Trust
Connecticut
$8K +$8.19K +506 New
TRCT
243
Tower Research Capital (TRC)
New York
$6K -$47.9K -2,963 -88%
LC
244
Lindbrook Capital
California
$6K
POIA
245
Pin Oak Investment Advisors
Texas
$6K
ACM
246
Allred Capital Management
Texas
$4.06K +$4.04K +250 New
Bessemer Group
247
Bessemer Group
New Jersey
$4K
HIM
248
Hillsdale Investment Management
Ontario, Canada
$4K
SFS
249
Sowell Financial Services
Arkansas
$4K +$1.57K +97 +65%
VRM
250
Vectors Research Management
New York
$3K -$1.62K -100 -33%

APLE Hedge Fund Activity: Q4 2019 in Review

255 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Apple Hospitality REIT (APLE) for Q4 2019, worth a combined $2.25B — down 0.83% from $2.27B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new APLE positions and 24 closed out — a net gain of 12 holders — while 102 added to existing stakes and 76 trimmed.

The largest buyer was APG Asset Management, adding an estimated $24.6M. The largest seller was Schroder Investment Management Group, cutting an estimated $24.4M.

  • 255 institutional investors held Apple Hospitality REIT (APLE) as of Q4 2019, up from 250 in Q3 2019.
  • Funds reported $2.25B of Apple Hospitality REIT stock for Q4 2019, down 0.83% quarter-over-quarter.
  • 36 funds opened new Apple Hospitality REIT positions in Q4 2019 and 24 closed out, a net change of +12 holders.
  • The largest Apple Hospitality REIT buyer in Q4 2019 was APG Asset Management, an estimated $24.6M added.
  • The largest Apple Hospitality REIT seller in Q4 2019 was Schroder Investment Management Group, an estimated $24.4M sold.

Based on aggregated 13F filings for Q4 2019.