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Apple Hospitality REIT

248 hedge funds and large institutions have $1.42B invested in Apple Hospitality REIT in 2020 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 74 increasing their positions, 105 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

65% more call options, than puts

Call options by funds: $2.41M | Put options by funds: $1.47M

11% more capital invested

Capital invested by funds: $1.29B → $1.42B (+$139M)

3.12% more ownership

Funds ownership: 63.06%66.18% (+3.1%)

3% less funds holding

Funds holding: 256248 (-8)

11% less first-time investments, than exits

New positions opened: 41 | Existing positions closed: 46

30% less repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 105

Holders
248
Holders Change
-8
Holders Change %
-3.13%
% of All Funds
5.09%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
41
Increased
74
Reduced
105
Closed
46
Calls
$2.41M
Puts
$1.47M
Net Calls
+$947K
Net Calls Change
-$835K
Name Holding Trade Value Shares
Change
Change in
Stake
CAM
276
Cresset Asset Management
Illinois
-$105K -11,451 Closed
LNC
277
Lincoln National Corp
Pennsylvania
-$104K -11,350 Closed
AI
278
Atria Investments
North Carolina
-$97K -10,558 Closed
GCP
279
GSA Capital Partners
United Kingdom
-$95K -10,339 Closed
PCM
280
Penserra Capital Management
California
-$93K -10,200 Closed
GRP
281
Global Retirement Partners
California
-$78K -8,481 Closed
ASN
282
Advisory Services Network
Georgia
-$46K -5,039 Closed
II
283
Inspire Investing
Idaho
-$39K -4,278 Closed
RFM
284
Royal Fund Management
Florida
-$19K -2,150 Closed
CAN
285
Claraphi Advisory Network
United States
-$9K -950 Closed
LWCFA
286
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
-$8K -895 Closed
PI
287
PineBridge Investments
New York
-$7K -790 Closed
CIA
288
CSat Investment Advisory
Michigan
-$7K -723 Closed
MPWT
289
MassMutual Private Wealth & Trust
Connecticut
-$5K -506 Closed
LWA
290
Lenox Wealth Advisors
New York
-$1K -162 Closed
FM
291
Forward Management
California
-$1K -80 Closed
NFG
292
Next Financial Group
Texas
-$1K -78 Closed
SF
293
Synovus Financial
Georgia
-$1K -69 Closed
CCA
294
Column Capital Advisors
Indiana
+$922 +97 New

APLE Hedge Fund Activity: Q2 2020 in Review

248 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Apple Hospitality REIT (APLE) for Q2 2020, worth a combined $1.42B — up 11% from $1.29B a quarter earlier.

Sellers outnumbered buyers: 46 funds closed out of APLE and 41 opened new positions — a net loss of 5 holders — while 105 trimmed existing stakes and 74 added.

The largest buyer was Deutsche Bank, adding an estimated $60M. The largest seller was Eminence Capital, exiting entirely with an estimated $26.1M sold.

  • 248 institutional investors held Apple Hospitality REIT (APLE) as of Q2 2020, down from 256 in Q1 2020.
  • Funds reported $1.42B of Apple Hospitality REIT stock for Q2 2020, up 11% quarter-over-quarter.
  • 41 funds opened new Apple Hospitality REIT positions in Q2 2020 and 46 closed out, a net change of -5 holders.
  • The largest Apple Hospitality REIT buyer in Q2 2020 was Deutsche Bank, an estimated $60M added.
  • The largest Apple Hospitality REIT seller in Q2 2020 was Eminence Capital, an estimated $26.1M sold.

Based on aggregated 13F filings for Q2 2020.