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Apple Hospitality REIT

306 hedge funds and large institutions have $3.39B invested in Apple Hospitality REIT in 2024 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 109 increasing their positions, 111 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

242% more call options, than puts

Call options by funds: $7.35M | Put options by funds: $2.15M

2% less repeat investments, than reductions

Existing positions increased: 109 | Existing positions reduced: 111

3% less funds holding

Funds holding: 315306 (-9)

6% less capital invested

Capital invested by funds: $3.6B → $3.39B (-$204M)

8.81% less ownership

Funds ownership: 94.61%85.8% (-8.8%)

17% less first-time investments, than exits

New positions opened: 35 | Existing positions closed: 42

Holders
306
Holders Change
-9
Holders Change %
-2.86%
% of All Funds
4.41%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
35
Increased
109
Reduced
111
Closed
42
Calls
$7.35M
Puts
$2.15M
Net Calls
+$5.2M
Net Calls Change
-$3.75M
Name Holding Trade Value Shares
Change
Change in
Stake
Ameriprise
26
Ameriprise
Minnesota
$28.9M -$12.2K -746 -0%
UBS AM
27
UBS AM
Illinois
$22.1M +$1.53M +93,427 +7%
Bank of America
28
Bank of America
North Carolina
$17.8M -$5.64M -344,605 -24%
Invesco
29
Invesco
Georgia
$17.8M -$514K -31,443 -3%
AllianceBernstein
30
AllianceBernstein
Tennessee
$16.4M -$773K -47,250 -4%
FWIA
31
Fort Washington Investment Advisors
Ohio
$14.2M +$2.15M +131,340 +18%
SSA
32
Schonfeld Strategic Advisors
New York
$13.5M +$13.4M +821,143 New
Tudor Investment Corp
33
Tudor Investment Corp
Connecticut
$12.3M +$9.15M +559,048 +290%
RhumbLine Advisers
34
RhumbLine Advisers
Massachusetts
$11.4M -$49.2K -3,008 -0.4%
KCM
35
Kennedy Capital Management
Missouri
$10.5M -$591K -36,104 -5%
SIS
36
Sound Income Strategies
Florida
$10.1M +$1.21M +74,066 +14%
First Trust Advisors
37
First Trust Advisors
Illinois
$10.1M +$4.73M +289,169 +89%
State of Wisconsin Investment Board
38
State of Wisconsin Investment Board
Wisconsin
$9.09M -$2.43M -148,313 -21%
Alyeska Investment Group
39
Alyeska Investment Group
Illinois
$8.66M +$8.64M +528,407 New
Mackenzie Financial
40
Mackenzie Financial
Ontario, Canada
$8.61M +$135K +8,275 +2%
SO
41
STRS Ohio
Ohio
$7.63M +$4.75M +290,600 +166%
EAM
42
Eagle Asset Management
Florida
$7.35M -$109K -6,651 -1%
Canada Life
43
Canada Life
Manitoba, Canada
$7.34M +$381K +23,278 +5%
Blackstone Inc
44
Blackstone Inc
New York
$7.32M
SPS
45
Susquehanna Portfolio Strategies
Pennsylvania
$7.32M
Public Sector Pension Investment Board (PSP Investments)
46
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$7.14M -$88.5K -5,410 -1%
Swiss National Bank
47
Swiss National Bank
Switzerland
$7.02M
GC
48
Guggenheim Capital
Illinois
$6.74M -$125K -7,664 -2%
MHI
49
Miller Howard Investments
New York
$6.55M +$2.04K +125 +0%
CAM
50
Congress Asset Management
Massachusetts
$6.45M +$60.4K +3,691 +0.9%

APLE Hedge Fund Activity: Q1 2024 in Review

306 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Apple Hospitality REIT (APLE) for Q1 2024, worth a combined $3.39B — down 5.7% from $3.6B a quarter earlier.

Sellers outnumbered buyers: 42 funds closed out of APLE and 35 opened new positions — a net loss of 7 holders — while 111 trimmed existing stakes and 109 added.

The largest buyer was Vanguard Group, adding an estimated $19.9M. The largest seller was Citadel Advisors, cutting an estimated $90M.

  • 306 institutional investors held Apple Hospitality REIT (APLE) as of Q1 2024, down from 315 in Q4 2023.
  • Funds reported $3.39B of Apple Hospitality REIT stock for Q1 2024, down 5.7% quarter-over-quarter.
  • 35 funds opened new Apple Hospitality REIT positions in Q1 2024 and 42 closed out, a net change of -7 holders.
  • The largest Apple Hospitality REIT buyer in Q1 2024 was Vanguard Group, an estimated $19.9M added.
  • The largest Apple Hospitality REIT seller in Q1 2024 was Citadel Advisors, an estimated $90M sold.

Based on aggregated 13F filings for Q1 2024.