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Apple Hospitality REIT

239 hedge funds and large institutions have $1.39B invested in Apple Hospitality REIT in 2020 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 62 increasing their positions, 105 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more call options, than puts

Call options by funds: $2.54M | Put options by funds: $1.63M

0.63% less ownership

Funds ownership: 66.18%65.56% (-0.63%)

2% less capital invested

Capital invested by funds: $1.42B → $1.39B (-$30.2M)

4% less funds holding

Funds holding: 248239 (-9)

13% less first-time investments, than exits

New positions opened: 35 | Existing positions closed: 40

41% less repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 105

Holders
239
Holders Change
-9
Holders Change %
-3.63%
% of All Funds
4.82%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.04%
New
35
Increased
62
Reduced
105
Closed
40
Calls
$2.54M
Puts
$1.63M
Net Calls
+$910K
Net Calls Change
-$37K
Name Holding Trade Value Shares
Change
Change in
Stake
FWM
226
Focused Wealth Management
New York
$6K
TWA
227
TCI Wealth Advisors
Arizona
$5K
PFS
228
Prospera Financial Services
Texas
$5K +$4.82K +500 New
APWA
229
Atlas Private Wealth Advisors
New Jersey
$4K
PCG
230
Private Capital Group
Connecticut
$4K
NFSG
231
Newbridge Financial Services Group
Florida
$4K +$3.98K +413 New
EFSCE
232
Enterprise Financial Services Corp (EFSC)
Missouri
$3K -$2.44K -253 -43%
POIA
233
Pin Oak Investment Advisors
Texas
$3K
ATC
234
Adirondack Trust Company
New York
$2K
SFS
235
Sowell Financial Services
Arkansas
$2K
CWC
236
Carolinas Wealth Consulting
North Carolina
$1K
EARNEST Partners
237
EARNEST Partners
Georgia
$1K
ACM
238
AUA Capital Management
Pennsylvania
$1K +$626 +65 New
JWM
239
Janiczek Wealth Management
Colorado
$1K +$1.41K +146 New
Bessemer Group
240
Bessemer Group
New Jersey
-$13.6M -1,402,690 Closed
Qube Research & Technologies (QRT)
241
Qube Research & Technologies (QRT)
United Kingdom
-$2.26M -233,713 Closed
Wellington Management Group
242
Wellington Management Group
Massachusetts
-$1.24M -128,204 Closed
CC
243
Cipher Capital
New York
-$705K -73,026 Closed
JPC
244
Jabodon PT Co
Nevada
-$494K -51,169 Closed
Rafferty Asset Management
245
Rafferty Asset Management
New York
-$483K -50,040 Closed
Toronto Dominion Bank
246
Toronto Dominion Bank
Ontario, Canada
-$473K -48,943 Closed
SSA
247
Schonfeld Strategic Advisors
New York
-$464K -48,051 Closed
Two Sigma Advisers
248
Two Sigma Advisers
New York
-$368K -38,100 Closed
AIMCA
249
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
-$364K -37,700 Closed
Truist Financial
250
Truist Financial
North Carolina
-$318K -32,928 Closed

APLE Hedge Fund Activity: Q3 2020 in Review

239 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Apple Hospitality REIT (APLE) for Q3 2020, worth a combined $1.39B — down 2.1% from $1.42B a quarter earlier.

Sellers outnumbered buyers: 40 funds closed out of APLE and 35 opened new positions — a net loss of 5 holders — while 105 trimmed existing stakes and 62 added.

The largest buyer was Prudential Financial, adding an estimated $31.9M. The largest seller was Deutsche Bank, cutting an estimated $60.6M.

  • 239 institutional investors held Apple Hospitality REIT (APLE) as of Q3 2020, down from 248 in Q2 2020.
  • Funds reported $1.39B of Apple Hospitality REIT stock for Q3 2020, down 2.1% quarter-over-quarter.
  • 35 funds opened new Apple Hospitality REIT positions in Q3 2020 and 40 closed out, a net change of -5 holders.
  • The largest Apple Hospitality REIT buyer in Q3 2020 was Prudential Financial, an estimated $31.9M added.
  • The largest Apple Hospitality REIT seller in Q3 2020 was Deutsche Bank, an estimated $60.6M sold.

Based on aggregated 13F filings for Q3 2020.