APLE icon

Apple Hospitality REIT
APLE

Overview Fund Activity

273 hedge funds and large institutions have $2.81B invested in Apple Hospitality REIT in 2023 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 112 increasing their positions, 93 reducing their positions, and 31 closing their positions.

Holders
273
Holders Change
-3
Holders Change %
-1.09%
% of All Funds
4.31%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
29
Increased
112
Reduced
93
Closed
31
Calls
$5.12M
Puts
$3.14M
Net Calls
+$1.98M
Net Calls Change
-$798K

Top Buyers

1
Macquarie Group
1
Macquarie Group
Australia
$78.1M
2
T. Rowe Price Investment Management
2
T. Rowe Price Investment Management
Maryland
$135M
3
Victory Capital Management
3
Victory Capital Management
Texas
$79.8M
4
BlackRock
4
BlackRock
New York
$334M
5
Fuller & Thaler Asset Management
5
Fuller & Thaler Asset Management
California
$110M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$496K
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$22.3M
3
CIM
3
Centersquare Investment Management
Pennsylvania
$231K
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$2.39M
5
Prudential Financial
5
Prudential Financial
New Jersey
$26.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of New York Mellon
26
Bank of New York Mellon
New York
$22.8M -$44.5K -2,946 -0.2%
Fidelity Investments
27
Fidelity Investments
Massachusetts
$22.3M -$31.6M -2,094,338 -59%
AllianceBernstein
28
AllianceBernstein
Tennessee
$20.1M -$437K -28,937 -2%
Janus Henderson Group
29
Janus Henderson Group
United Kingdom
$19.9M -$8.01M -529,933 -29%
Bank of America
30
Bank of America
North Carolina
$19.7M -$4.38M -289,680 -18%
UBS AM
31
UBS AM
Illinois
$18.1M – – –
Morgan Stanley
32
Morgan Stanley
New York
$17.5M +$2.55M +168,557 +17%
FWIA
33
Fort Washington Investment Advisors
Ohio
$14.5M +$6.55M +433,640 +82%
Invesco
34
Invesco
Georgia
$11.1M -$1.64M -108,290 -13%
GLA
35
Great Lakes Advisors
Illinois
$9.48M +$9.48M +627,090 New
Point72 Asset Management
36
Point72 Asset Management
Connecticut
$9.16M -$3.33M -220,092 -27%
KCM
37
Kennedy Capital Management
Missouri
$8.85M +$972K +64,326 +12%
Hudson Bay Capital Management
38
Hudson Bay Capital Management
Connecticut
$8.84M +$8.84M +585,000 New
Mackenzie Financial
39
Mackenzie Financial
Ontario, Canada
$8.12M -$137K -8,834 -2%
MCM
40
Makena Capital Management
California
$7.94M -$718K -47,488 -8%
Allianz Asset Management
41
Allianz Asset Management
Germany
$7.9M -$595K -39,390 -7%
Jacobs Levy Equity Management
42
Jacobs Levy Equity Management
New Jersey
$7.57M +$13K +860 +0.2%
EAM
43
Eagle Asset Management
Florida
$7.4M +$1.22M +80,878 +20%
Swiss National Bank
44
Swiss National Bank
Switzerland
$7.17M +$80.1K +5,300 +1%
SO
45
STRS Ohio
Ohio
$6.81M +$1.14M +75,685 +20%
State of Wisconsin Investment Board
46
State of Wisconsin Investment Board
Wisconsin
$6.77M +$59.7K +3,952 +0.9%
SIS
47
Sound Income Strategies
Florida
$6.77M +$1.02M +67,353 +18%
RhumbLine Advisers
48
RhumbLine Advisers
Massachusetts
$6.25M +$70.4K +4,659 +1%
WHG
49
Westwood Holdings Group
Texas
$6.24M +$3.78M +250,000 +153%
CAM
50
Congress Asset Management
Massachusetts
$6.09M +$79K +5,227 +1%
1
2
3 4 5