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Apple Hospitality REIT

105 hedge funds and large institutions have $675M invested in Apple Hospitality REIT in 2015 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 33 increasing their positions, 21 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

880% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 5

154% more capital invested

Capital invested by funds: $266M → $675M (+$409M)

72% more funds holding

Funds holding: 61105 (+44)

57% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 21

13.16% more ownership

Funds ownership: 7.57%20.73% (+13%)

Holders
105
Holders Change
+44
Holders Change %
+72.13%
% of All Funds
2.93%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
49
Increased
33
Reduced
21
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AllianceBernstein
26
AllianceBernstein
Tennessee
$2.97M +$770K +42,100 +36%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$2.96M +$2.65M +144,836 +992%
Arrowstreet Capital
28
Arrowstreet Capital
Massachusetts
$2.83M +$2.79M +152,315 New
TA
29
Teachers Advisors
New York
$2.8M +$62.9K +3,439 +2%
BlackRock
30
BlackRock
New York
$2.72M +$2.61M +142,432 +3,576%
State of Wisconsin Investment Board
31
State of Wisconsin Investment Board
Wisconsin
$2.43M -$216K -11,810 -8%
Deutsche Bank
32
Deutsche Bank
Germany
$2.35M +$1.53M +83,522 +192%
Sumitomo Mitsui Trust Group
33
Sumitomo Mitsui Trust Group
Japan
$2.21M +$2.18M +119,059 New
RhumbLine Advisers
34
RhumbLine Advisers
Massachusetts
$2.19M +$368K +20,121 +21%
SOAMC
35
Spirit of America Management Corp
New York
$1.95M +$1.6M +87,700 +507%
ARC
36
Absolute Return Capital
Massachusetts
$1.95M +$1.92M +104,957 New
BIM
37
BlackRock Investment Management
Delaware
$1.74M -$101K -5,523 -6%
Citigroup
38
Citigroup
New York
$1.73M +$1.36M +74,283 +400%
Nomura Asset Management
39
Nomura Asset Management
Japan
$1.62M +$1.6M +87,280 New
PI
40
Putnam Investments
Massachusetts
$1.51M +$1.49M +81,354 New
SOADOR
41
State of Alaska Department of Revenue
Alaska
$1.41M +$1.39M +75,870 New
UBS Group
42
UBS Group
Switzerland
$1.35M -$51K -2,786 -4%
Morgan Stanley
43
Morgan Stanley
New York
$1.3M -$555K -30,317 -30%
Schroder Investment Management Group
44
Schroder Investment Management Group
United Kingdom
$1.18M +$1.16M +63,500 New
Ohio Public Employees Retirement System (OPERS)
45
Ohio Public Employees Retirement System (OPERS)
Ohio
$1.12M -$258K -14,082 -19%
Bank of America
46
Bank of America
North Carolina
$1.11M -$1.24M -67,730 -53%
VOYA Investment Management
47
VOYA Investment Management
Georgia
$1.1M -$97.7K -5,340 -8%
First Trust Advisors
48
First Trust Advisors
Illinois
$1.08M +$1.06M +57,974 New
Wells Fargo
49
Wells Fargo
California
$992K -$108K -5,888 -10%
Jane Street
50
Jane Street
New York
$963K +$526K +28,758 +125%

APLE Hedge Fund Activity: Q3 2015 in Review

105 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Apple Hospitality REIT (APLE) for Q3 2015, worth a combined $675M — up 154% from $266M a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new APLE positions and 5 closed out — a net gain of 44 holders — while 33 added to existing stakes and 21 trimmed.

The largest buyer was Vanguard Group, adding an estimated $193M. The largest seller was Millennium Management, cutting an estimated $17.4M.

  • 105 institutional investors held Apple Hospitality REIT (APLE) as of Q3 2015, up from 61 in Q2 2015.
  • Funds reported $675M of Apple Hospitality REIT stock for Q3 2015, up 154% quarter-over-quarter.
  • 49 funds opened new Apple Hospitality REIT positions in Q3 2015 and 5 closed out, a net change of +44 holders.
  • The largest Apple Hospitality REIT buyer in Q3 2015 was Vanguard Group, an estimated $193M added.
  • The largest Apple Hospitality REIT seller in Q3 2015 was Millennium Management, an estimated $17.4M sold.

Based on aggregated 13F filings for Q3 2015.