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Apple Hospitality REIT
APLE

250 hedge funds and large institutions have $2.27B invested in Apple Hospitality REIT in 2019 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 87 increasing their positions, 86 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 30

3% more funds holding

Funds holding: 242 → 250 (+8)

4% more capital invested

Capital invested by funds: $2.19B → $2.27B (+$79.5M)

1% more repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 86

0.95% more ownership

Funds ownership: 60.36% → 61.3% (+0.95%)

74% less call options, than puts

Call options by funds: $2.49M | Put options by funds: $9.42M

Holders
250
Holders Change
+8
Holders Change %
+3.31%
% of All Funds
5.48%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
39
Increased
87
Reduced
86
Closed
30
Calls
$2.49M
Puts
$9.42M
Net Calls
-$6.93M
Net Calls Change
+$993K

Top Buyers

Rank Fund Capital Flow
1
Renaissance Technologies
Renaissance Technologies
New York
+$17.1M
2
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$10.6M
3
AG
Aperio Group
California
+$8.57M
4
Prudential Financial
Prudential Financial
New Jersey
+$8.41M
5
First Trust Advisors
First Trust Advisors
Illinois
+$5.45M

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$9.86M
2
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$9.2M
3
Millennium Management
Millennium Management
New York
-$7.54M
4
JIM
Jupiter Investment Management
United Kingdom
-$5.3M
5
UIC
Uniplan Investment Counsel
Wisconsin
-$5.11M
Name Holding Trade Value Shares
Change 		Change in
Stake
Mirae Asset Global Investments
26
Mirae Asset Global Investments
South Korea
$13.1M +$2.82M +178,343 +29%
PPA
27
Parametric Portfolio Associates
Washington
$12.8M +$2.29M +144,900 +23%
MAM
28
Martingale Asset Management
Massachusetts
$12.5M +$424K +26,800 +4%
Thrivent Financial for Lutherans
29
Thrivent Financial for Lutherans
Minnesota
$12.3M +$10.6M +672,904 +980%
AAMU
30
Amundi Asset Management US
Massachusetts
$11.6M +$1.33M +84,182 +14%
Asset Management One
31
Asset Management One
Japan
$10.9M +$756K +47,746 +8%
GLA
32
Great Lakes Advisors
Illinois
$10.2M +$249K +15,739 +3%
Fuller & Thaler Asset Management
33
Fuller & Thaler Asset Management
California
$10.2M -$8.48K -536 -0.1%
N
34
Nuveen
North Carolina
$9.77M -$497K -31,432 -5%
FM
35
Forward Management
California
$9.75M -$47.5K -3,000 -0.5%
Two Sigma Investments
36
Two Sigma Investments
New York
$9.66M +$4.52M +285,532 +96%
UBS Group
37
UBS Group
Switzerland
$9.12M +$2.5M +158,240 +40%
California Public Employees Retirement System
38
California Public Employees Retirement System
California
$8.97M +$2.07M +130,579 +32%
Allianz Asset Management
39
Allianz Asset Management
Germany
$8.28M -$678K -42,872 -8%
Wells Fargo
40
Wells Fargo
California
$8.2M -$4.42M -279,045 -36%
Mackenzie Financial
41
Mackenzie Financial
Ontario, Canada
$8.12M – – –
Los Angeles Capital Management
42
Los Angeles Capital Management
California
$8.11M -$20.6K -1,300 -0.3%
JP Morgan Chase
43
JP Morgan Chase
New York
$8.09M +$2.94M +185,760 +61%
VOYA Investment Management
44
VOYA Investment Management
Georgia
$7.53M -$321K -20,275 -4%
New York State Common Retirement Fund
45
New York State Common Retirement Fund
New York
$7.06M – – –
Swiss National Bank
46
Swiss National Bank
Switzerland
$6.63M +$64.9K +4,100 +1%
CS
47
Credit Suisse
Switzerland
$6.48M -$210K -13,290 -3%
Ohio Public Employees Retirement System (OPERS)
48
Ohio Public Employees Retirement System (OPERS)
Ohio
$6.04M +$390K +24,638 +7%
California State Teachers Retirement System (CalSTRS)
49
California State Teachers Retirement System (CalSTRS)
California
$5.56M +$23.1K +1,458 +0.4%
Wellington Management Group
50
Wellington Management Group
Massachusetts
$5.44M -$932K -58,897 -15%
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APLE Hedge Fund Activity: Q3 2019 in Review

250 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Apple Hospitality REIT (APLE) for Q3 2019, worth a combined $2.27B — up 3.6% from $2.19B a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new APLE positions and 30 closed out — a net gain of 9 holders — while 87 added to existing stakes and 86 trimmed.

The largest buyer was Renaissance Technologies, adding an estimated $17.1M. The largest seller was BlackRock, cutting an estimated $9.86M.

  • 250 institutional investors held Apple Hospitality REIT (APLE) as of Q3 2019, up from 242 in Q2 2019.
  • Funds reported $2.27B of Apple Hospitality REIT stock for Q3 2019, up 3.6% quarter-over-quarter.
  • 39 funds opened new Apple Hospitality REIT positions in Q3 2019 and 30 closed out, a net change of +9 holders.
  • The largest Apple Hospitality REIT buyer in Q3 2019 was Renaissance Technologies, an estimated $17.1M added.
  • The largest Apple Hospitality REIT seller in Q3 2019 was BlackRock, an estimated $9.86M sold.

Based on aggregated 13F filings for Q3 2019.