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Apple Hospitality REIT
APLE

178 hedge funds and large institutions have $1.68B invested in Apple Hospitality REIT in 2016 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 79 increasing their positions, 46 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

192% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 12

72% more repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 46

58% more call options, than puts

Call options by funds: $695K | Put options by funds: $441K

17% more capital invested

Capital invested by funds: $1.43B → $1.68B (+$249M)

14% more funds holding

Funds holding: 156 → 178 (+22)

2.64% less ownership

Funds ownership: 43.62% → 40.98% (-2.6%)

Holders
178
Holders Change
+22
Holders Change %
+14.1%
% of All Funds
4.75%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
35
Increased
79
Reduced
46
Closed
12
Calls
$695K
Puts
$441K
Net Calls
+$254K
Net Calls Change
-$5K

Top Buyers

1
Invesco
Invesco
Georgia
+$103M
2
SAMC
Shinko Asset Management Company
Japan
+$31.2M
3
HRES
Heitman Real Estate Securities
Illinois
+$23M
4
NI
Numeric Investors
Massachusetts
+$12.2M
5
Prudential Financial
Prudential Financial
New Jersey
+$12M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$3.49M
2
BIT
BlackRock Institutional Trust
California
-$2.67M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$2.28M
4
JHIU
Janus Henderson Investors US
Colorado
-$2.2M
5
FAF
Första AP-fonden
Sweden
-$1.93M
Name Holding Trade Value Shares
Change 		Change in
Stake
Asset Management One
26
Asset Management One
Japan
$7.51M +$391K +20,131 +5%
Legal & General Group
27
Legal & General Group
United Kingdom
$7.18M +$553K +28,475 +8%
Goldman Sachs
28
Goldman Sachs
New York
$7.01M -$3.49M -179,498 -32%
CCMH
29
Cornerstone Capital Management Holdings
New York
$6.85M +$2.43M +125,215 +51%
California State Teachers Retirement System (CalSTRS)
30
California State Teachers Retirement System (CalSTRS)
California
$6.67M +$58.3K +3,000 +0.8%
New York State Common Retirement Fund
31
New York State Common Retirement Fund
New York
$6.22M -$1.22M -62,700 -16%
California Public Employees Retirement System
32
California Public Employees Retirement System
California
$6.01M -$423K -21,800 -6%
Ohio Public Employees Retirement System (OPERS)
33
Ohio Public Employees Retirement System (OPERS)
Ohio
$5.86M +$199K +10,232 +3%
Acadian Asset Management
34
Acadian Asset Management
Massachusetts
$5.77M +$5.98M +307,741 +7,362%
Bank of Montreal
35
Bank of Montreal
Ontario, Canada
$5.71M +$5.4M +277,940 +914%
UBS AM
36
UBS AM
Illinois
$5.49M -$31.6K -1,625 -0.5%
Swiss National Bank
37
Swiss National Bank
Switzerland
$4.94M -$185K -9,500 -3%
Dimensional Fund Advisors
38
Dimensional Fund Advisors
Texas
$4.93M +$5.17M +266,204 New
D.E. Shaw & Co
39
D.E. Shaw & Co
New York
$4.59M +$975K +50,203 +25%
BlackRock
40
BlackRock
New York
$4.58M +$453K +23,318 +10%
SO
41
STRS Ohio
Ohio
$4.57M -$54.6K -2,812 -1%
First Trust Advisors
42
First Trust Advisors
Illinois
$4.55M -$869K -44,748 -15%
OCG
43
Opus Capital Group
Ohio
$4.42M -$95.8K -4,930 -2%
GC
44
Guggenheim Capital
Illinois
$4.12M +$2.81M +144,776 +186%
AllianceBernstein
45
AllianceBernstein
Tennessee
$4.02M +$252K +12,957 +6%
PPA
46
Parametric Portfolio Associates
Washington
$3.95M +$3.43M +176,733 +482%
SOAMC
47
Spirit of America Management Corp
New York
$3.86M +$1.2M +62,022 +42%
TA
48
Teachers Advisors
New York
$3.79M +$903K +46,473 +29%
CG
49
Clinton Group
New York
$3.79M +$3.43M +176,556 +627%
WBC
50
Westpac Banking Corp
Australia
$3.76M +$3.95M +203,160 New
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APLE Hedge Fund Activity: Q3 2016 in Review

178 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Apple Hospitality REIT (APLE) for Q3 2016, worth a combined $1.68B — up 17% from $1.43B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new APLE positions and 12 closed out — a net gain of 23 holders — while 79 added to existing stakes and 46 trimmed.

The largest buyer was Invesco, adding an estimated $103M. The largest seller was Goldman Sachs, cutting an estimated $3.49M.

  • 178 institutional investors held Apple Hospitality REIT (APLE) as of Q3 2016, up from 156 in Q2 2016.
  • Funds reported $1.68B of Apple Hospitality REIT stock for Q3 2016, up 17% quarter-over-quarter.
  • 35 funds opened new Apple Hospitality REIT positions in Q3 2016 and 12 closed out, a net change of +23 holders.
  • The largest Apple Hospitality REIT buyer in Q3 2016 was Invesco, an estimated $103M added.
  • The largest Apple Hospitality REIT seller in Q3 2016 was Goldman Sachs, an estimated $3.49M sold.

Based on aggregated 13F filings for Q3 2016.