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Apple Hospitality REIT

247 hedge funds and large institutions have $2.04B invested in Apple Hospitality REIT in 2020 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 72 increasing their positions, 87 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more call options, than puts

Call options by funds: $5.96M | Put options by funds: $2.75M

46% more capital invested

Capital invested by funds: $1.39B → $2.04B (+$641M)

31% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 35

5.08% more ownership

Funds ownership: 65.56%70.63% (+5.1%)

3% more funds holding

Funds holding: 239247 (+8)

17% less repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 87

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
247
Holders Change
+8
Holders Change %
+3.35%
% of All Funds
4.37%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
46
Increased
72
Reduced
87
Closed
35
Calls
$5.96M
Puts
$2.75M
Net Calls
+$3.21M
Net Calls Change
+$2.3M
Name Holding Trade Value Shares
Change
Change in
Stake
TWA
226
TCI Wealth Advisors
Arizona
$7K
TCWA
227
Ten Capital Wealth Advisors
Washington
$7K +$6.25K +527 New
APWA
228
Atlas Private Wealth Advisors
New Jersey
$5K
NFSG
229
Newbridge Financial Services Group
Florida
$5K
PCG
230
Private Capital Group
Connecticut
$5K
EFSCE
231
Enterprise Financial Services Corp (EFSC)
Missouri
$4K
POIA
232
Pin Oak Investment Advisors
Texas
$4K
JMF
233
Johnson Midwest Financial
Iowa
$4K +$3.8K +320 New
FF
234
FourThought Financial
Florida
$3K +$3.29K +277 New
ATC
235
Adirondack Trust Company
New York
$2K
JWM
236
Janiczek Wealth Management
Colorado
$2K
SFS
237
Sowell Financial Services
Arkansas
$2K
ACM
238
AUA Capital Management
Pennsylvania
$2K +$1.32K +111 +171%
IFAM
239
Institutional & Family Asset Management
Colorado
$2K +$1.4K +118 New
PWPS
240
Pinnacle Wealth Planning Services
Ohio
$2K +$2.11K +178 New
BCA
241
Berman Capital Advisors
Georgia
$1K -$237K -20,000 -100%
EARNEST Partners
242
EARNEST Partners
Georgia
$1K
VCG
243
Vantage Consulting Group
Virginia
$1K +$629 +53 New
TF
244
Tompkins Financial
New York
$1K +$771 +65 New
ONST
245
Old North State Trust
North Carolina
$1K +$878 +74 New
AIG
246
American International Group
New York
$35 -$103K -8,705 -76%
BC
247
Brookfield Corp
Ontario, Canada
-$53.8M -5,593,351 Closed
HRES
248
Heitman Real Estate Securities
Illinois
-$22.1M -2,304,858 Closed
VCM
249
V3 Capital Management
Texas
-$10.5M -1,092,400 Closed
ERSOT
250
Employees Retirement System of Texas
Texas
-$1.39M -145,000 Closed

APLE Hedge Fund Activity: Q4 2020 in Review

247 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Apple Hospitality REIT (APLE) for Q4 2020, worth a combined $2.04B — up 46% from $1.39B a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new APLE positions and 35 closed out — a net gain of 11 holders — while 72 added to existing stakes and 87 trimmed.

The largest buyer was Deutsche Bank, adding an estimated $66.2M. The largest seller was Brookfield Corp, exiting entirely with an estimated $53.8M sold.

  • 247 institutional investors held Apple Hospitality REIT (APLE) as of Q4 2020, up from 239 in Q3 2020.
  • Funds reported $2.04B of Apple Hospitality REIT stock for Q4 2020, up 46% quarter-over-quarter.
  • 46 funds opened new Apple Hospitality REIT positions in Q4 2020 and 35 closed out, a net change of +11 holders.
  • The largest Apple Hospitality REIT buyer in Q4 2020 was Deutsche Bank, an estimated $66.2M added.
  • The largest Apple Hospitality REIT seller in Q4 2020 was Brookfield Corp, an estimated $53.8M sold.

Based on aggregated 13F filings for Q4 2020.