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Apple Hospitality REIT

236 hedge funds and large institutions have $2.75B invested in Apple Hospitality REIT in 2021 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 84 increasing their positions, 72 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

65% more call options, than puts

Call options by funds: $7M | Put options by funds: $4.24M

17% more repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 72

16% more capital invested

Capital invested by funds: $2.36B → $2.75B (+$386M)

7.93% more ownership

Funds ownership: 72.63%80.56% (+7.9%)

7% less funds holding

Funds holding: 253236 (-17)

31% less first-time investments, than exits

New positions opened: 33 | Existing positions closed: 48

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
236
Holders Change
-17
Holders Change %
-6.72%
% of All Funds
4.11%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
33
Increased
84
Reduced
72
Closed
48
Calls
$7M
Puts
$4.24M
Net Calls
+$2.76M
Net Calls Change
+$821K
Name Holding Trade Value Shares
Change
Change in
Stake
ATC
226
Adirondack Trust Company
New York
$2K
AF
227
Allworth Financial
California
$2K
EARNEST Partners
228
EARNEST Partners
Georgia
$2K
IFAM
229
Institutional & Family Asset Management
Colorado
$2K
JWM
230
Janiczek Wealth Management
Colorado
$2K
BCA
231
Berman Capital Advisors
Georgia
$2K +$1.48K +95 +120%
CFO
232
CVA Family Office
Colorado
$2K +$1.63K +105 New
AIG
233
American International Group
New York
$1.8K +$1.79M +115,183 +4,593%
Nisa Investment Advisors
234
Nisa Investment Advisors
Missouri
$1.68K -$62.7K -4,034 -4%
BFEC
235
Benjamin F. Edwards & Company
Missouri
$1K
Renaissance Technologies
236
Renaissance Technologies
New York
-$11.5M -786,994 Closed
HS
237
Hazelview Securities
Ontario, Canada
-$10.7M -718,014 Closed
Two Sigma Investments
238
Two Sigma Investments
New York
-$9.59M -658,269 Closed
MCM
239
Masterton Capital Management
New York
-$9.57M -657,119 Closed
GA
240
GRS Advisors
Illinois
-$8.42M -578,059 Closed
Balyasny Asset Management
241
Balyasny Asset Management
Illinois
-$6.86M -470,989 Closed
California Public Employees Retirement System
242
California Public Employees Retirement System
California
-$6.28M -430,738 Closed
Arrowstreet Capital
243
Arrowstreet Capital
Massachusetts
-$4.83M -331,600 Closed
HF
244
HRT Financial
New York
-$3.65M -250,727 Closed
Jane Street
245
Jane Street
New York
-$3.11M -200,413 Closed
WBC
246
Westpac Banking Corp
Australia
-$2.87M -197,303 Closed
CC
247
Cipher Capital
New York
-$2.5M -171,849 Closed
VLKIM
248
Van Lanschot Kempen Investment Management
Netherlands
-$2.31M -158,690 Closed
MSL
249
Mackay Shields LLC
New York
-$1.75M -120,395 Closed
Qube Research & Technologies (QRT)
250
Qube Research & Technologies (QRT)
United Kingdom
-$1.19M -81,739 Closed

APLE Hedge Fund Activity: Q2 2021 in Review

236 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Apple Hospitality REIT (APLE) for Q2 2021, worth a combined $2.75B — up 16% from $2.36B a quarter earlier.

Sellers outnumbered buyers: 48 funds closed out of APLE and 33 opened new positions — a net loss of 15 holders — while 72 trimmed existing stakes and 84 added.

The largest buyer was Victory Capital Management, adding an estimated $112M. The largest seller was Centersquare Investment Management, cutting an estimated $22.2M.

  • 236 institutional investors held Apple Hospitality REIT (APLE) as of Q2 2021, down from 253 in Q1 2021.
  • Funds reported $2.75B of Apple Hospitality REIT stock for Q2 2021, up 16% quarter-over-quarter.
  • 33 funds opened new Apple Hospitality REIT positions in Q2 2021 and 48 closed out, a net change of -15 holders.
  • The largest Apple Hospitality REIT buyer in Q2 2021 was Victory Capital Management, an estimated $112M added.
  • The largest Apple Hospitality REIT seller in Q2 2021 was Centersquare Investment Management, an estimated $22.2M sold.

Based on aggregated 13F filings for Q2 2021.