Apple Hospitality REIT
APLE
288 hedge funds and large institutions have $3.17B invested in Apple Hospitality REIT in 2023 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 111 increasing their positions, 92 reducing their positions, and 30 closing their positions.
57% more first-time investments, than exits
New positions opened: 47 | Existing positions closed: 30
53% more call options, than puts
Call options by funds: $7.44M | Put options by funds: $4.85M
21% more repeat investments, than reductions
Existing positions increased: 111 | Existing positions reduced: 92
13% more capital invested
Capital invested by funds: $2.81B → $3.17B (+$357M)
8.76% more ownership
Funds ownership: 81.59% → 90.35% (+8.8%)
5% more funds holding
Funds holding: 273 → 288 (+15)
100% less funds holding in top 10
Funds holding in top 10: 2 → 0 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$259M |
| 2 |
State Street
Boston,
Massachusetts
|
+$50.2M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$37.9M |
| 4 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$28M |
| 5 |
Principal Financial Group
Des Moines,
Iowa
|
+$17.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Prudential Financial
Newark,
New Jersey
|
-$20.6M |
| 2 |
Janus Henderson Group
London,
United Kingdom
|
-$18.6M |
| 3 |
Blackstone Inc
New York
|
-$17.9M |
| 4 |
Goldman Sachs
New York
|
-$16.2M |
| 5 |
Millennium Management
New York
|
-$15.4M |
APLE Hedge Fund Activity: Q3 2023 in Review
288 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Apple Hospitality REIT (APLE) for Q3 2023, worth a combined $3.17B — up 13% from $2.81B a quarter earlier.
Buyers outnumbered sellers: 47 funds opened new APLE positions and 30 closed out — a net gain of 17 holders — while 111 added to existing stakes and 92 trimmed.
The largest buyer was BlackRock, adding an estimated $259M. The largest seller was Prudential Financial, cutting an estimated $20.6M.
- 288 institutional investors held Apple Hospitality REIT (APLE) as of Q3 2023, up from 273 in Q2 2023.
- Funds reported $3.17B of Apple Hospitality REIT stock for Q3 2023, up 13% quarter-over-quarter.
- 47 funds opened new Apple Hospitality REIT positions in Q3 2023 and 30 closed out, a net change of +17 holders.
- The largest Apple Hospitality REIT buyer in Q3 2023 was BlackRock, an estimated $259M added.
- The largest Apple Hospitality REIT seller in Q3 2023 was Prudential Financial, an estimated $20.6M sold.
Based on aggregated 13F filings for Q3 2023.