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Apple Hospitality REIT
APLE

315 hedge funds and large institutions have $3.6B invested in Apple Hospitality REIT in 2023 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 103 increasing their positions, 117 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

198% more call options, than puts

Call options by funds: $13.5M | Put options by funds: $4.51M

112% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 25

13% more capital invested

Capital invested by funds: $3.17B → $3.6B (+$427M)

9% more funds holding

Funds holding: 288 → 315 (+27)

4.26% more ownership

Funds ownership: 90.35% → 94.61% (+4.3%)

12% less repeat investments, than reductions

Existing positions increased: 103 | Existing positions reduced: 117

Holders
315
Holders Change
+27
Holders Change %
+9.38%
% of All Funds
4.59%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
53
Increased
103
Reduced
117
Closed
25
Calls
$13.5M
Puts
$4.51M
Net Calls
+$8.94M
Net Calls Change
+$6.36M

Top Buyers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
+$84M
2
Morgan Stanley
Morgan Stanley
New York
+$45.9M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$37.1M
4
RC
Resolution Capital
Australia
+$32.9M
5
Barclays
Barclays
United Kingdom
+$12.6M

Top Sellers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
-$25.7M
2
Vanguard Group
Vanguard Group
Pennsylvania
-$16.7M
3
Renaissance Technologies
Renaissance Technologies
New York
-$9.28M
4
JP Morgan Chase
JP Morgan Chase
New York
-$9M
5
Millennium Management
Millennium Management
New York
-$8.96M
Name Holding Trade Value Shares
Change 		Change in
Stake
DFCM
326
Dark Forest Capital Management
Puerto Rico
– -$736K -47,972 Closed
FIA
327
Foundations Investment Advisors
Arizona
– -$483K -31,472 Closed
DTL
328
Dynamic Technology Lab
Singapore
– -$428K -27,893 Closed
SGI
329
Summit Global Investments
Utah
– -$410K -26,700 Closed
CIBC Asset Management
330
CIBC Asset Management
Ontario, Canada
– -$258K -16,831 Closed
WQ
331
Wealth Quarterback
New Jersey
– -$167K -10,898 Closed
GA
332
Goldstein Advisors
Wisconsin
– -$157K -10,233 Closed
SOW
333
State of Wyoming
Wyoming
– -$36.1K -2,351 Closed
CI Investments Inc
334
CI Investments Inc
Ontario, Canada
– -$22K -1,442 Closed
PWA
335
Provenance Wealth Advisors
Florida
– -$10.7K -700 Closed
LFA
336
LGT Financial Advisors
Texas
– -$2.35K -153 Closed
PWMG
337
Prestige Wealth Management Group
New Jersey
– -$2.21K -143 Closed
EARNEST Partners
338
EARNEST Partners
Georgia
– -$1.61K -105 Closed
WT
339
Whittier Trust
California
– -$874 -57 Closed
BAAM
340
Baker Avenue Asset Management
California
– -$445 -29 Closed
10 11 12 13
14

APLE Hedge Fund Activity: Q4 2023 in Review

315 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Apple Hospitality REIT (APLE) for Q4 2023, worth a combined $3.6B — up 13% from $3.17B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new APLE positions and 25 closed out — a net gain of 28 holders — while 103 added to existing stakes and 117 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $84M. The largest seller was Ameriprise, cutting an estimated $25.7M.

  • 315 institutional investors held Apple Hospitality REIT (APLE) as of Q4 2023, up from 288 in Q3 2023.
  • Funds reported $3.6B of Apple Hospitality REIT stock for Q4 2023, up 13% quarter-over-quarter.
  • 53 funds opened new Apple Hospitality REIT positions in Q4 2023 and 25 closed out, a net change of +28 holders.
  • The largest Apple Hospitality REIT buyer in Q4 2023 was Citadel Advisors, an estimated $84M added.
  • The largest Apple Hospitality REIT seller in Q4 2023 was Ameriprise, an estimated $25.7M sold.

Based on aggregated 13F filings for Q4 2023.