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Apple Hospitality REIT

200 hedge funds and large institutions have $2.18B invested in Apple Hospitality REIT in 2017 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 102 increasing their positions, 52 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

268% more call options, than puts

Call options by funds: $5.16M | Put options by funds: $1.4M

96% more repeat investments, than reductions

Existing positions increased: 102 | Existing positions reduced: 52

1.58% more ownership

Funds ownership: 50.13%51.71% (+1.6%)

4% more capital invested

Capital invested by funds: $2.09B → $2.18B (+$89M)

1% less funds holding

Funds holding: 202200 (-2)

5% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 19

Holders
200
Holders Change
-2
Holders Change %
-0.99%
% of All Funds
4.99%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
18
Increased
102
Reduced
52
Closed
19
Calls
$5.16M
Puts
$1.4M
Net Calls
+$3.75M
Net Calls Change
-$364K
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
26
Morgan Stanley
New York
$10.2M +$5.22M +284,445 +111%
Axa
27
Axa
France
$10.1M +$8.22M +448,192 +534%
SAM
28
Securian Asset Management
Minnesota
$9.5M +$176K +9,600 +2%
UBS AM
29
UBS AM
Illinois
$9.49M +$442K +24,081 +5%
CCMH
30
Cornerstone Capital Management Holdings
New York
$9.23M +$3.91M +213,354 +78%
New York State Common Retirement Fund
31
New York State Common Retirement Fund
New York
$8.58M
JP Morgan Chase
32
JP Morgan Chase
New York
$8.51M -$785K -42,807 -9%
CS
33
Credit Suisse
Switzerland
$8.39M -$2M -109,314 -20%
California Public Employees Retirement System
34
California Public Employees Retirement System
California
$8.2M +$876K +47,763 +12%
MPAM
35
Monarch Partners Asset Management
Massachusetts
$8.16M +$2.16M +117,880 +38%
Citadel Advisors
36
Citadel Advisors
Florida
$7.89M +$1.26M +68,520 +20%
EAM
37
Eagle Asset Management
Florida
$6.77M +$92.4K +5,041 +1%
Swiss National Bank
38
Swiss National Bank
Switzerland
$6.7M
California State Teachers Retirement System (CalSTRS)
39
California State Teachers Retirement System (CalSTRS)
California
$6.63M -$662K -36,130 -9%
Ohio Public Employees Retirement System (OPERS)
40
Ohio Public Employees Retirement System (OPERS)
Ohio
$6.21M +$1.12M +61,219 +23%
TA
41
Teachers Advisors
New York
$5.63M -$26.8K -1,461 -0.5%
APG Asset Management
42
APG Asset Management
Netherlands
$5.63M +$5.46M +297,800 New
American Century Companies
43
American Century Companies
Missouri
$5.44M +$4.07M +221,764 +337%
SEI Investments
44
SEI Investments
Pennsylvania
$5.22M +$463K +25,237 +10%
SO
45
STRS Ohio
Ohio
$5M -$119K -6,470 -2%
AllianceBernstein
46
AllianceBernstein
Tennessee
$4.47M +$79.4K +4,330 +2%
RhumbLine Advisers
47
RhumbLine Advisers
Massachusetts
$4.42M -$21.6K -1,177 -0.5%
VRS
48
Virginia Retirement Systems
Virginia
$4.23M -$171K -9,300 -4%
PI
49
Putnam Investments
Massachusetts
$4.2M -$406K -22,135 -9%
PPA
50
Parametric Portfolio Associates
Washington
$4.09M -$244K -13,286 -6%

APLE Hedge Fund Activity: Q3 2017 in Review

200 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Apple Hospitality REIT (APLE) for Q3 2017, worth a combined $2.18B — up 4.3% from $2.09B a quarter earlier.

Sellers outnumbered buyers: 19 funds closed out of APLE and 18 opened new positions — a net loss of 1 holder — while 52 trimmed existing stakes and 102 added.

The largest buyer was BlackRock, adding an estimated $20.6M. The largest seller was Invesco, cutting an estimated $50.3M.

  • 200 institutional investors held Apple Hospitality REIT (APLE) as of Q3 2017, down from 202 in Q2 2017.
  • Funds reported $2.18B of Apple Hospitality REIT stock for Q3 2017, up 4.3% quarter-over-quarter.
  • 18 funds opened new Apple Hospitality REIT positions in Q3 2017 and 19 closed out, a net change of -1 holder.
  • The largest Apple Hospitality REIT buyer in Q3 2017 was BlackRock, an estimated $20.6M added.
  • The largest Apple Hospitality REIT seller in Q3 2017 was Invesco, an estimated $50.3M sold.

Based on aggregated 13F filings for Q3 2017.