Apple Hospitality REIT
APLE
255 hedge funds and large institutions have $2.25B invested in Apple Hospitality REIT in 2019 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 102 increasing their positions, 76 reducing their positions, and 24 closing their positions.
50% more first-time investments, than exits
New positions opened: 36 | Existing positions closed: 24
34% more repeat investments, than reductions
Existing positions increased: 102 | Existing positions reduced: 76
2% more funds holding
Funds holding: 250 → 255 (+5)
0.8% more ownership
Funds ownership: 61.3% → 62.1% (+0.8%)
1% less capital invested
Capital invested by funds: $2.27B → $2.25B (-$18.9M)
47% less call options, than puts
Call options by funds: $1.39M | Put options by funds: $2.62M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
APG Asset Management
Amsterdam,
Netherlands
|
+$24.6M |
| 2 |
Balyasny Asset Management
Chicago,
Illinois
|
+$14.8M |
| 3 |
BlackRock
New York
|
+$11.2M |
| 4 |
Renaissance Technologies
New York
|
+$8.78M |
| 5 |
UBS AM
Chicago,
Illinois
|
+$6.68M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Schroder Investment Management Group
London,
United Kingdom
|
-$24.4M |
| 2 |
State Street
Boston,
Massachusetts
|
-$18.2M |
| 3 |
Northern Trust
Chicago,
Illinois
|
-$11M |
| 4 |
Two Sigma Investments
New York
|
-$9.66M |
| 5 |
MAM
Martingale Asset Management
Boston,
Massachusetts
|
-$5.89M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
276
Group One Trading
Chicago,
Illinois
| – | -$134K | -8,292 | Closed |
|
|
CG
277
Cutler Group
San Francisco,
California
| – | -$77.1K | -4,769 | Closed |
|
|
HFM
278
Hartford Financial Management
Hartford,
Connecticut
| – | -$7K | -440 | Closed |
|
|
BBHC
279
Brown Brothers Harriman & Co
New York
| – | -$1K | -45 | Closed |
|
APLE Hedge Fund Activity: Q4 2019 in Review
255 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Apple Hospitality REIT (APLE) for Q4 2019, worth a combined $2.25B — down 0.83% from $2.27B a quarter earlier.
Buyers outnumbered sellers: 36 funds opened new APLE positions and 24 closed out — a net gain of 12 holders — while 102 added to existing stakes and 76 trimmed.
The largest buyer was APG Asset Management, adding an estimated $24.6M. The largest seller was Schroder Investment Management Group, cutting an estimated $24.4M.
- 255 institutional investors held Apple Hospitality REIT (APLE) as of Q4 2019, up from 250 in Q3 2019.
- Funds reported $2.25B of Apple Hospitality REIT stock for Q4 2019, down 0.83% quarter-over-quarter.
- 36 funds opened new Apple Hospitality REIT positions in Q4 2019 and 24 closed out, a net change of +12 holders.
- The largest Apple Hospitality REIT buyer in Q4 2019 was APG Asset Management, an estimated $24.6M added.
- The largest Apple Hospitality REIT seller in Q4 2019 was Schroder Investment Management Group, an estimated $24.4M sold.
Based on aggregated 13F filings for Q4 2019.