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Apple Hospitality REIT

256 hedge funds and large institutions have $1.29B invested in Apple Hospitality REIT in 2020 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 100 increasing their positions, 87 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

95% more call options, than puts

Call options by funds: $3.65M | Put options by funds: $1.87M

15% more repeat investments, than reductions

Existing positions increased: 100 | Existing positions reduced: 87

10% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 40

0.96% more ownership

Funds ownership: 62.1%63.06% (+0.96%)

0% more funds holding

Funds holding: 255256 (+1)

43% less capital invested

Capital invested by funds: $2.25B → $1.29B (-$967M)

Holders
256
Holders Change
+1
Holders Change %
+0.39%
% of All Funds
5.64%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
44
Increased
100
Reduced
87
Closed
40
Calls
$3.65M
Puts
$1.87M
Net Calls
+$1.78M
Net Calls Change
+$3.02M
Name Holding Trade Value Shares
Change
Change in
Stake
FM
251
Forward Management
California
$1K -$7.72M -588,000 -100%
NFG
252
Next Financial Group
Texas
$1K -$15.2K -1,155 -94%
ATC
253
Adirondack Trust Company
New York
$1K
EARNEST Partners
254
EARNEST Partners
Georgia
$1K
LWA
255
Lenox Wealth Advisors
New York
$1K
SF
256
Synovus Financial
Georgia
$1K +$906 +69 New
Balyasny Asset Management
257
Balyasny Asset Management
Illinois
-$14.8M -913,532 Closed
Thrivent Financial for Lutherans
258
Thrivent Financial for Lutherans
Minnesota
-$13.2M -811,574 Closed
VEA
259
Virtus ETF Advisers
New York
-$3.57M -219,684 Closed
Point72 Asset Management
260
Point72 Asset Management
Connecticut
-$2.01M -123,800 Closed
Public Sector Pension Investment Board (PSP Investments)
261
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
-$1.6M -98,691 Closed
FQ
262
First Quadrant
California
-$1.33M -81,975 Closed
Wealth Enhancement Advisory Services
263
Wealth Enhancement Advisory Services
Minnesota
-$1.2M -73,757 Closed
PP
264
Paloma Partners
Connecticut
-$1.07M -65,676 Closed
SGI
265
Summit Global Investments
Utah
-$928K -57,090 Closed
FAF
266
Första AP-fonden
Sweden
-$861K -53,000 Closed
ECM
267
ExodusPoint Capital Management
New York
-$832K -51,179 Closed
GAM
268
Grandview Asset Management
Pennsylvania
-$710K -44,390 Closed
Rafferty Asset Management
269
Rafferty Asset Management
New York
-$654K -40,233 Closed
ACM
270
AlphaCrest Capital Management
New York
-$496K -30,500 Closed
JG
271
Jefferies Group
New York
-$459K -28,242 Closed
APG
272
Abacus Planning Group
South Carolina
-$416K -25,624 Closed
Cohen & Steers
273
Cohen & Steers
New York
-$410K -25,208 Closed
CCIA
274
Campbell & Co Investment Adviser
Maryland
-$394K -24,249 Closed
AWA
275
Arete Wealth Advisors
Illinois
-$359K -22,106 Closed

APLE Hedge Fund Activity: Q1 2020 in Review

256 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Apple Hospitality REIT (APLE) for Q1 2020, worth a combined $1.29B — down 43% from $2.25B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new APLE positions and 40 closed out — a net gain of 4 holders — while 100 added to existing stakes and 87 trimmed.

The largest buyer was Invesco, adding an estimated $65.2M. The largest seller was BlackRock, cutting an estimated $34.4M.

  • 256 institutional investors held Apple Hospitality REIT (APLE) as of Q1 2020, up from 255 in Q4 2019.
  • Funds reported $1.29B of Apple Hospitality REIT stock for Q1 2020, down 43% quarter-over-quarter.
  • 44 funds opened new Apple Hospitality REIT positions in Q1 2020 and 40 closed out, a net change of +4 holders.
  • The largest Apple Hospitality REIT buyer in Q1 2020 was Invesco, an estimated $65.2M added.
  • The largest Apple Hospitality REIT seller in Q1 2020 was BlackRock, an estimated $34.4M sold.

Based on aggregated 13F filings for Q1 2020.