Apple Hospitality REIT
APLE
273 hedge funds and large institutions have $2.81B invested in Apple Hospitality REIT in 2023 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 112 increasing their positions, 93 reducing their positions, and 31 closing their positions.
63% more call options, than puts
Call options by funds: $5.12M | Put options by funds: $3.14M
20% more repeat investments, than reductions
Existing positions increased: 112 | Existing positions reduced: 93
0.35% less ownership
Funds ownership: 81.94% → 81.59% (-0.35%)
3% less capital invested
Capital invested by funds: $2.89B → $2.81B (-$79.3M)
6% less first-time investments, than exits
New positions opened: 29 | Existing positions closed: 31
1% less funds holding
Funds holding: 276 → 273 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
+$47.2M |
| 2 |
T. Rowe Price Investment Management
Baltimore,
Maryland
|
+$15.2M |
| 3 |
Victory Capital Management
San Antonio,
Texas
|
+$14.9M |
| 4 |
BlackRock
New York
|
+$12M |
| 5 |
Fuller & Thaler Asset Management
San Mateo,
California
|
+$11.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$43.5M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$31.8M |
| 3 |
CIM
Centersquare Investment Management
Conshohocken,
Pennsylvania
|
-$22.6M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
-$13.3M |
| 5 |
Prudential Financial
Newark,
New Jersey
|
-$10.2M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
301
Acadian Asset Management
Boston,
Massachusetts
| – | -$6K | -437 | Closed |
|
|
EI
302
Ellevest Inc
New York
| – | -$6.53K | -421 | Closed |
|
|
RCM
303
Rain Capital Management
Lake Oswego,
Oregon
| – | -$2.33K | -150 | Closed |
|
|
FCA
304
Fortis Capital Advisors
Prairie Village,
Kansas
| – | -$155 | -10 | Closed |
|
APLE Hedge Fund Activity: Q2 2023 in Review
273 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Apple Hospitality REIT (APLE) for Q2 2023, worth a combined $2.81B — down 2.7% from $2.89B a quarter earlier.
Sellers outnumbered buyers: 31 funds closed out of APLE and 29 opened new positions — a net loss of 2 holders — while 93 trimmed existing stakes and 112 added.
The largest buyer was Macquarie Group, adding an estimated $47.2M. The largest seller was Citadel Advisors, cutting an estimated $43.5M.
- 273 institutional investors held Apple Hospitality REIT (APLE) as of Q2 2023, down from 276 in Q1 2023.
- Funds reported $2.81B of Apple Hospitality REIT stock for Q2 2023, down 2.7% quarter-over-quarter.
- 29 funds opened new Apple Hospitality REIT positions in Q2 2023 and 31 closed out, a net change of -2 holders.
- The largest Apple Hospitality REIT buyer in Q2 2023 was Macquarie Group, an estimated $47.2M added.
- The largest Apple Hospitality REIT seller in Q2 2023 was Citadel Advisors, an estimated $43.5M sold.
Based on aggregated 13F filings for Q2 2023.