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Apple Hospitality REIT

248 hedge funds and large institutions have $1.42B invested in Apple Hospitality REIT in 2020 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 74 increasing their positions, 105 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

65% more call options, than puts

Call options by funds: $2.41M | Put options by funds: $1.47M

11% more capital invested

Capital invested by funds: $1.29B → $1.42B (+$139M)

3.12% more ownership

Funds ownership: 63.06%66.18% (+3.1%)

3% less funds holding

Funds holding: 256248 (-8)

11% less first-time investments, than exits

New positions opened: 41 | Existing positions closed: 46

30% less repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 105

Holders
248
Holders Change
-8
Holders Change %
-3.13%
% of All Funds
5.09%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
41
Increased
74
Reduced
105
Closed
46
Calls
$2.41M
Puts
$1.47M
Net Calls
+$947K
Net Calls Change
-$835K
Name Holding Trade Value Shares
Change
Change in
Stake
GT
226
Glenmede Trust
Pennsylvania
$17K
PAG
227
Private Advisor Group
New Jersey
$17K +$16.3K +1,710 New
SPIA
228
Steward Partners Investment Advisory
New York
$13K +$10 +1 +0.1%
SIS
229
Sound Income Strategies
Florida
$12K +$11.9K +1,250 New
JGIA
230
Jackson Grant Investment Advisers
Connecticut
$11K
FHA
231
First Horizon Advisors
Tennessee
$10K +$2.25K +237 +31%
GWS
232
Glassman Wealth Services
Virginia
$9K
GWM
233
Geneos Wealth Management
Colorado
$8K -$16.3K -1,719 -67%
EFSCE
234
Enterprise Financial Services Corp (EFSC)
Missouri
$6K -$3.25K -342 -37%
FWM
235
Focused Wealth Management
New York
$6K
CAN
236
Cetera Advisor Networks
California
$6K +$6.07K +638 New
TWA
237
TCI Wealth Advisors
Arizona
$5K +$751 +79 +18%
CWM
238
Campbell Wealth Management
Virginia
$5K +$4.75K +500 New
WR
239
Watson Rebecca
$5K +$4.75K +500 New
PCG
240
Private Capital Group
Connecticut
$4K +$1.18K +124 +51%
APWA
241
Atlas Private Wealth Advisors
New Jersey
$4K +$3.59K +378 New
OPS
242
Orion Portfolio Solutions
Nebraska
$3K -$2.53K -266 -49%
POIA
243
Pin Oak Investment Advisors
Texas
$3K
SFS
244
Sowell Financial Services
Arkansas
$2K -$3.1K -326 -67%
ATC
245
Adirondack Trust Company
New York
$1K
EARNEST Partners
246
EARNEST Partners
Georgia
$1K
CWC
247
Carolinas Wealth Consulting
North Carolina
$1K +$846 +89 New
EC
248
Eminence Capital
New York
-$26.1M -2,851,567 Closed
Mirae Asset Global Investments
249
Mirae Asset Global Investments
South Korea
-$12.8M -1,398,824 Closed
GLA
250
Great Lakes Advisors
Illinois
-$5.58M -609,085 Closed

APLE Hedge Fund Activity: Q2 2020 in Review

248 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Apple Hospitality REIT (APLE) for Q2 2020, worth a combined $1.42B — up 11% from $1.29B a quarter earlier.

Sellers outnumbered buyers: 46 funds closed out of APLE and 41 opened new positions — a net loss of 5 holders — while 105 trimmed existing stakes and 74 added.

The largest buyer was Deutsche Bank, adding an estimated $60M. The largest seller was Eminence Capital, exiting entirely with an estimated $26.1M sold.

  • 248 institutional investors held Apple Hospitality REIT (APLE) as of Q2 2020, down from 256 in Q1 2020.
  • Funds reported $1.42B of Apple Hospitality REIT stock for Q2 2020, up 11% quarter-over-quarter.
  • 41 funds opened new Apple Hospitality REIT positions in Q2 2020 and 46 closed out, a net change of -5 holders.
  • The largest Apple Hospitality REIT buyer in Q2 2020 was Deutsche Bank, an estimated $60M added.
  • The largest Apple Hospitality REIT seller in Q2 2020 was Eminence Capital, an estimated $26.1M sold.

Based on aggregated 13F filings for Q2 2020.