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Apple Hospitality REIT

248 hedge funds and large institutions have $1.42B invested in Apple Hospitality REIT in 2020 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 74 increasing their positions, 105 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

65% more call options, than puts

Call options by funds: $2.41M | Put options by funds: $1.47M

11% more capital invested

Capital invested by funds: $1.29B → $1.42B (+$139M)

3.12% more ownership

Funds ownership: 63.06%66.18% (+3.1%)

3% less funds holding

Funds holding: 256248 (-8)

11% less first-time investments, than exits

New positions opened: 41 | Existing positions closed: 46

30% less repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 105

Holders
248
Holders Change
-8
Holders Change %
-3.13%
% of All Funds
5.09%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
41
Increased
74
Reduced
105
Closed
46
Calls
$2.41M
Puts
$1.47M
Net Calls
+$947K
Net Calls Change
-$835K
Name Holding Trade Value Shares
Change
Change in
Stake
Ensign Peak Advisors
26
Ensign Peak Advisors
Utah
$8.42M -$5.6M -588,770 -40%
Schroder Investment Management Group
27
Schroder Investment Management Group
United Kingdom
$8.12M -$8.78M -923,175 -52%
UBS AM
28
UBS AM
Illinois
$7.74M -$7.38M -775,970 -49%
Fuller & Thaler Asset Management
29
Fuller & Thaler Asset Management
California
$7.7M -$17.3M -1,815,680 -70%
AllianceBernstein
30
AllianceBernstein
Tennessee
$6.63M -$492K -51,740 -7%
WG
31
Winton Group
United Kingdom
$6.61M -$19.2K -2,023 -0.3%
JP Morgan Chase
32
JP Morgan Chase
New York
$6.45M +$1.18M +124,020 +23%
HS
33
Hazelview Securities
Ontario, Canada
$6.08M +$6.14M +645,800 New
Sumitomo Mitsui Trust Group
34
Sumitomo Mitsui Trust Group
Japan
$5.81M +$1.56M +164,413 +38%
N
35
Nuveen
North Carolina
$5.79M -$246K -25,869 -4%
PPA
36
Parametric Portfolio Associates
Washington
$5.58M -$551K -57,999 -9%
Wells Fargo
37
Wells Fargo
California
$5.38M +$2.09M +219,678 +65%
Millennium Management
38
Millennium Management
New York
$5.14M +$4.54M +477,948 +885%
AG
39
Aperio Group
California
$5.1M -$3.61M -379,639 -42%
California Public Employees Retirement System
40
California Public Employees Retirement System
California
$4.69M -$53.5K -5,632 -1%
Swiss National Bank
41
Swiss National Bank
Switzerland
$4.59M +$592K +62,300 +15%
New York State Common Retirement Fund
42
New York State Common Retirement Fund
New York
$4.46M -$414K -43,500 -9%
UBS Group
43
UBS Group
Switzerland
$3.89M +$504K +53,057 +15%
Principal Financial Group
44
Principal Financial Group
Iowa
$3.78M +$126K +13,202 +3%
FP
45
Foundry Partners
Minnesota
$3.77M +$1.87M +196,983 +102%
LSV Asset Management
46
LSV Asset Management
Illinois
$3.63M -$16M -1,682,700 -82%
Asset Management One
47
Asset Management One
Japan
$3.54M -$2.28M -239,770 -40%
California State Teachers Retirement System (CalSTRS)
48
California State Teachers Retirement System (CalSTRS)
California
$3.5M +$45.5K +4,782 +1%
CS
49
Credit Suisse
Switzerland
$2.97M -$381K -40,071 -12%
Ohio Public Employees Retirement System (OPERS)
50
Ohio Public Employees Retirement System (OPERS)
Ohio
$2.83M -$678K -71,372 -20%

APLE Hedge Fund Activity: Q2 2020 in Review

248 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Apple Hospitality REIT (APLE) for Q2 2020, worth a combined $1.42B — up 11% from $1.29B a quarter earlier.

Sellers outnumbered buyers: 46 funds closed out of APLE and 41 opened new positions — a net loss of 5 holders — while 105 trimmed existing stakes and 74 added.

The largest buyer was Deutsche Bank, adding an estimated $60M. The largest seller was Eminence Capital, exiting entirely with an estimated $26.1M sold.

  • 248 institutional investors held Apple Hospitality REIT (APLE) as of Q2 2020, down from 256 in Q1 2020.
  • Funds reported $1.42B of Apple Hospitality REIT stock for Q2 2020, up 11% quarter-over-quarter.
  • 41 funds opened new Apple Hospitality REIT positions in Q2 2020 and 46 closed out, a net change of -5 holders.
  • The largest Apple Hospitality REIT buyer in Q2 2020 was Deutsche Bank, an estimated $60M added.
  • The largest Apple Hospitality REIT seller in Q2 2020 was Eminence Capital, an estimated $26.1M sold.

Based on aggregated 13F filings for Q2 2020.