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Apple Hospitality REIT

256 hedge funds and large institutions have $1.29B invested in Apple Hospitality REIT in 2020 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 100 increasing their positions, 87 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

95% more call options, than puts

Call options by funds: $3.65M | Put options by funds: $1.87M

15% more repeat investments, than reductions

Existing positions increased: 100 | Existing positions reduced: 87

10% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 40

0.96% more ownership

Funds ownership: 62.1%63.06% (+0.96%)

0% more funds holding

Funds holding: 255256 (+1)

43% less capital invested

Capital invested by funds: $2.25B → $1.29B (-$967M)

Holders
256
Holders Change
+1
Holders Change %
+0.39%
% of All Funds
5.64%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
44
Increased
100
Reduced
87
Closed
40
Calls
$3.65M
Puts
$1.87M
Net Calls
+$1.78M
Net Calls Change
+$3.02M
Name Holding Trade Value Shares
Change
Change in
Stake
Goldman Sachs
26
Goldman Sachs
New York
$9.03M -$6.88M -523,643 -35%
Bessemer Group
27
Bessemer Group
New Jersey
$8.74M +$12.5M +953,303 +376,800%
AG
28
Aperio Group
California
$8.32M -$11.1M -842,827 -48%
CIM
29
Centersquare Investment Management
Pennsylvania
$7.62M +$10.9M +830,804 New
First Trust Advisors
30
First Trust Advisors
Illinois
$7.49M -$3.2M -244,033 -23%
AllianceBernstein
31
AllianceBernstein
Tennessee
$6.76M -$1.33M -101,260 -12%
WG
32
Winton Group
United Kingdom
$6.29M +$3.1M +235,867 +52%
PPA
33
Parametric Portfolio Associates
Washington
$5.82M -$1.14M -86,732 -12%
N
34
Nuveen
North Carolina
$5.74M +$1.13M +86,328 +16%
GLA
35
Great Lakes Advisors
Illinois
$5.58M -$236K -17,943 -3%
Asset Management One
36
Asset Management One
Japan
$5.56M -$843K -64,170 -10%
Morgan Stanley
37
Morgan Stanley
New York
$5.49M +$4.04M +307,619 +106%
JP Morgan Chase
38
JP Morgan Chase
New York
$4.98M -$611K -46,544 -8%
New York State Common Retirement Fund
39
New York State Common Retirement Fund
New York
$4.64M +$1.21M +92,300 +22%
California Public Employees Retirement System
40
California Public Employees Retirement System
California
$4.5M +$293K +22,326 +5%
Bank of America
41
Bank of America
North Carolina
$4.43M -$1.28M -97,118 -17%
VOYA Investment Management
42
VOYA Investment Management
Georgia
$4.06M +$14.2K +1,084 +0.2%
Sumitomo Mitsui Trust Group
43
Sumitomo Mitsui Trust Group
Japan
$4.01M +$825K +62,813 +17%
Allianz Asset Management
44
Allianz Asset Management
Germany
$4M +$1.98M +151,148 +53%
AAMU
45
Amundi Asset Management US
Massachusetts
$3.85M +$2.05M +156,440 +17%
Swiss National Bank
46
Swiss National Bank
Switzerland
$3.78M +$69.6K +5,300 +1%
SO
47
STRS Ohio
Ohio
$3.66M +$929K +70,792 +22%
Wellington Management Group
48
Wellington Management Group
Massachusetts
$3.56M +$486K +37,003 +11%
Russell Investments Group
49
Russell Investments Group
United Kingdom
$3.53M +$126K +9,606 +3%
Principal Financial Group
50
Principal Financial Group
Iowa
$3.47M +$107K +8,117 +2%

APLE Hedge Fund Activity: Q1 2020 in Review

256 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Apple Hospitality REIT (APLE) for Q1 2020, worth a combined $1.29B — down 43% from $2.25B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new APLE positions and 40 closed out — a net gain of 4 holders — while 100 added to existing stakes and 87 trimmed.

The largest buyer was Invesco, adding an estimated $65.2M. The largest seller was BlackRock, cutting an estimated $34.4M.

  • 256 institutional investors held Apple Hospitality REIT (APLE) as of Q1 2020, up from 255 in Q4 2019.
  • Funds reported $1.29B of Apple Hospitality REIT stock for Q1 2020, down 43% quarter-over-quarter.
  • 44 funds opened new Apple Hospitality REIT positions in Q1 2020 and 40 closed out, a net change of +4 holders.
  • The largest Apple Hospitality REIT buyer in Q1 2020 was Invesco, an estimated $65.2M added.
  • The largest Apple Hospitality REIT seller in Q1 2020 was BlackRock, an estimated $34.4M sold.

Based on aggregated 13F filings for Q1 2020.