We are live on ! Find out more
APLE icon

Apple Hospitality REIT

247 hedge funds and large institutions have $2.04B invested in Apple Hospitality REIT in 2020 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 72 increasing their positions, 87 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more call options, than puts

Call options by funds: $5.96M | Put options by funds: $2.75M

46% more capital invested

Capital invested by funds: $1.39B → $2.04B (+$641M)

31% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 35

5.08% more ownership

Funds ownership: 65.56%70.63% (+5.1%)

3% more funds holding

Funds holding: 239247 (+8)

17% less repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 87

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
247
Holders Change
+8
Holders Change %
+3.35%
% of All Funds
4.37%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
46
Increased
72
Reduced
87
Closed
35
Calls
$5.96M
Puts
$2.75M
Net Calls
+$3.21M
Net Calls Change
+$2.3M
Name Holding Trade Value Shares
Change
Change in
Stake
Janus Henderson Group
26
Janus Henderson Group
United Kingdom
$17.5M +$16.1M +1,354,456 New
CIMLRA
27
CBRE Investment Management Listed Real Assets
Pennsylvania
$17.2M +$15.8M +1,332,432 New
SFM
28
Systematic Financial Management
New Jersey
$16.6M -$187K -15,772 -1%
Millennium Management
29
Millennium Management
New York
$14.2M +$735K +61,924 +6%
Bank of New York Mellon
30
Bank of New York Mellon
New York
$13.4M -$354K -29,849 -3%
PCM
31
Peregrine Capital Management
Minnesota
$12.7M +$3.21M +270,446 +38%
Connor, Clark & Lunn Investment Management (CC&L)
32
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$11.6M +$2.58M +217,190 +32%
Goldman Sachs
33
Goldman Sachs
New York
$10.6M +$691K +58,208 +8%
EAM
34
Eagle Asset Management
Florida
$10.6M -$438K -36,947 -4%
LBIM
35
Land & Buildings Investment Management
Connecticut
$10.3M -$9.26M -780,085 -49%
JP Morgan Chase
36
JP Morgan Chase
New York
$10M +$3.03M +255,238 +49%
HS
37
Hazelview Securities
Ontario, Canada
$9.46M +$459K +38,700 +5%
GA
38
GRS Advisors
Illinois
$8.59M +$7.89M +665,137 New
Bank of America
39
Bank of America
North Carolina
$8.41M -$2.19M -184,583 -22%
PPA
40
Parametric Portfolio Associates
Washington
$7.76M -$949 -80 -0%
Sumitomo Mitsui Trust Group
41
Sumitomo Mitsui Trust Group
Japan
$7.03M -$345K -29,050 -5%
Citigroup
42
Citigroup
New York
$6.63M +$1.84M +155,222 +43%
California Public Employees Retirement System
43
California Public Employees Retirement System
California
$6.5M +$177K +14,915 +3%
GC
44
Guggenheim Capital
Illinois
$6.21M -$455K -38,346 -7%
MCM
45
Masterton Capital Management
New York
$6.2M +$5.7M +480,119 New
Swiss National Bank
46
Swiss National Bank
Switzerland
$6.19M -$14.2K -1,200 -0.2%
FP
47
Foundry Partners
Minnesota
$5.98M +$920K +77,574 +20%
MNG
48
Manning & Napier Group
New York
$5.5M -$1.85M -155,916 -27%
Asset Management One
49
Asset Management One
Japan
$5.29M +$435K +36,686 +10%
Morgan Stanley
50
Morgan Stanley
New York
$5.01M +$2.01M +169,325 +77%

APLE Hedge Fund Activity: Q4 2020 in Review

247 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Apple Hospitality REIT (APLE) for Q4 2020, worth a combined $2.04B — up 46% from $1.39B a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new APLE positions and 35 closed out — a net gain of 11 holders — while 72 added to existing stakes and 87 trimmed.

The largest buyer was Deutsche Bank, adding an estimated $66.2M. The largest seller was Brookfield Corp, exiting entirely with an estimated $53.8M sold.

  • 247 institutional investors held Apple Hospitality REIT (APLE) as of Q4 2020, up from 239 in Q3 2020.
  • Funds reported $2.04B of Apple Hospitality REIT stock for Q4 2020, up 46% quarter-over-quarter.
  • 46 funds opened new Apple Hospitality REIT positions in Q4 2020 and 35 closed out, a net change of +11 holders.
  • The largest Apple Hospitality REIT buyer in Q4 2020 was Deutsche Bank, an estimated $66.2M added.
  • The largest Apple Hospitality REIT seller in Q4 2020 was Brookfield Corp, an estimated $53.8M sold.

Based on aggregated 13F filings for Q4 2020.