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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
Treasurer of the State of North Carolina
251
Treasurer of the State of North Carolina
North Carolina
-$1.12M -76,881 Closed
HWC
252
Hill Winds Capital
New York
-$801K -55,000 Closed
LP
253
LMR Partners
United Kingdom
-$620K -42,562 Closed
EVM
254
Eaton Vance Management
Massachusetts
-$426K -29,253 Closed
AFM
255
Anson Funds Management
Texas
-$408K -28,000 Closed
State of Wisconsin Investment Board
256
State of Wisconsin Investment Board
Wisconsin
-$387K -26,586 Closed
Verition Fund Management
257
Verition Fund Management
Connecticut
-$340K -23,364 Closed
1C
258
1060 Capital
Colorado
-$334K -22,940 Closed
SPIA
259
Steward Partners Investment Advisory
New York
-$282K -19,367 Closed
Two Sigma Advisers
260
Two Sigma Advisers
New York
-$274K -18,800 Closed
MSRPS
261
Maryland State Retirement & Pension System
Maryland
-$254K -17,462 Closed
SEI Investments
262
SEI Investments
Pennsylvania
-$220K -15,730 Closed
Squarepoint
263
Squarepoint
New York
-$222K -15,266 Closed
Simplex Trading
264
Simplex Trading
Illinois
-$221K -14,247 Closed
Mercer Global Advisors
265
Mercer Global Advisors
Colorado
-$191K -13,106 Closed
QC
266
Quadrature Capital
United Kingdom
-$191K -13,105 Closed
VPIM
267
Vanguard Personalized Indexing Management
California
-$184K -12,631 Closed
FRM
268
Fox Run Management
Connecticut
-$177K -12,153 Closed
Creative Planning
269
Creative Planning
Kansas
-$166K -11,407 Closed
QSS
270
Quantitative Systematic Strategies
Florida
-$164K -11,250 Closed
URS
271
Utah Retirement Systems
Utah
-$158K -10,871 Closed
Acadian Asset Management
272
Acadian Asset Management
Massachusetts
-$29K -1,960 Closed
RWB
273
RMR Wealth Builders
New Jersey
-$21K -1,466 Closed
RCA
274
Ranch Capital Advisors
Florida
-$18K -1,258 Closed
IAIM
275
International Assets Investment Management
Florida
-$13K -1,018 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.