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Apple Hospitality REIT

255 hedge funds and large institutions have $2.25B invested in Apple Hospitality REIT in 2019 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 102 increasing their positions, 76 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 24

34% more repeat investments, than reductions

Existing positions increased: 102 | Existing positions reduced: 76

2% more funds holding

Funds holding: 250255 (+5)

0.8% more ownership

Funds ownership: 61.3%62.1% (+0.8%)

1% less capital invested

Capital invested by funds: $2.27B → $2.25B (-$18.9M)

47% less call options, than puts

Call options by funds: $1.39M | Put options by funds: $2.62M

Holders
255
Holders Change
+5
Holders Change %
+2%
% of All Funds
5.02%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
36
Increased
102
Reduced
76
Closed
24
Calls
$1.39M
Puts
$2.62M
Net Calls
-$1.23M
Net Calls Change
+$5.7M
Name Holding Trade Value Shares
Change
Change in
Stake
Mirae Asset Global Investments
26
Mirae Asset Global Investments
South Korea
$16.5M +$3.7M +228,438 +29%
Balyasny Asset Management
27
Balyasny Asset Management
Illinois
$14.8M +$14.8M +913,532 New
AAMU
28
Amundi Asset Management US
Massachusetts
$14.7M +$3.33M +205,786 +29%
AllianceBernstein
29
AllianceBernstein
Tennessee
$13.6M -$4.44M -274,750 -25%
Thrivent Financial for Lutherans
30
Thrivent Financial for Lutherans
Minnesota
$13.2M +$1.13M +70,009 +9%
PPA
31
Parametric Portfolio Associates
Washington
$11.7M -$821K -50,729 -7%
Asset Management One
32
Asset Management One
Japan
$10.9M +$225K +13,899 +2%
UBS Group
33
UBS Group
Switzerland
$10.6M +$1.63M +100,491 +18%
GLA
34
Great Lakes Advisors
Illinois
$10.2M +$144K +8,881 +1%
Fuller & Thaler Asset Management
35
Fuller & Thaler Asset Management
California
$10.1M +$111K +6,842 +1%
JP Morgan Chase
36
JP Morgan Chase
New York
$9.59M +$1.65M +101,978 +21%
FM
37
Forward Management
California
$9.56M
Bank of America
38
Bank of America
North Carolina
$9.43M +$4.1M +253,645 +78%
N
39
Nuveen
North Carolina
$8.76M -$810K -50,095 -9%
Mackenzie Financial
40
Mackenzie Financial
Ontario, Canada
$7.96M
California Public Employees Retirement System
41
California Public Employees Retirement System
California
$7.62M -$1.17M -72,355 -13%
WG
42
Winton Group
United Kingdom
$7.32M +$2.55M +157,752 +54%
VOYA Investment Management
43
VOYA Investment Management
Georgia
$7.17M -$210K -13,002 -3%
New York State Common Retirement Fund
44
New York State Common Retirement Fund
New York
$6.72M -$202K -12,500 -3%
Swiss National Bank
45
Swiss National Bank
Switzerland
$6.62M +$112K +6,900 +2%
CS
46
Credit Suisse
Switzerland
$6.39M +$35.8K +2,211 +0.6%
MAM
47
Martingale Asset Management
Massachusetts
$6.34M -$5.89M -364,246 -48%
Russell Investments Group
48
Russell Investments Group
United Kingdom
$6.12M +$1.34M +82,729 +28%
Sumitomo Mitsui Trust Group
49
Sumitomo Mitsui Trust Group
Japan
$6.04M +$1.36M +84,185 +29%
Principal Financial Group
50
Principal Financial Group
Iowa
$6.01M +$2.42M +149,484 +68%

APLE Hedge Fund Activity: Q4 2019 in Review

255 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Apple Hospitality REIT (APLE) for Q4 2019, worth a combined $2.25B — down 0.83% from $2.27B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new APLE positions and 24 closed out — a net gain of 12 holders — while 102 added to existing stakes and 76 trimmed.

The largest buyer was APG Asset Management, adding an estimated $24.6M. The largest seller was Schroder Investment Management Group, cutting an estimated $24.4M.

  • 255 institutional investors held Apple Hospitality REIT (APLE) as of Q4 2019, up from 250 in Q3 2019.
  • Funds reported $2.25B of Apple Hospitality REIT stock for Q4 2019, down 0.83% quarter-over-quarter.
  • 36 funds opened new Apple Hospitality REIT positions in Q4 2019 and 24 closed out, a net change of +12 holders.
  • The largest Apple Hospitality REIT buyer in Q4 2019 was APG Asset Management, an estimated $24.6M added.
  • The largest Apple Hospitality REIT seller in Q4 2019 was Schroder Investment Management Group, an estimated $24.4M sold.

Based on aggregated 13F filings for Q4 2019.