We are live on ! Find out more
APLE icon

Apple Hospitality REIT

317 hedge funds and large institutions have $3.07B invested in Apple Hospitality REIT in 2024 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 112 increasing their positions, 122 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more call options, than puts

Call options by funds: $8.77M | Put options by funds: $4.39M

1% more capital invested

Capital invested by funds: $3.03B → $3.07B (+$37.1M)

0% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 36

0.2% less ownership

Funds ownership: 85.99%85.79% (-0.2%)

0% less funds holding

Funds holding: 318317 (-1)

8% less repeat investments, than reductions

Existing positions increased: 112 | Existing positions reduced: 122

Holders
317
Holders Change
-1
Holders Change %
-0.31%
% of All Funds
4.55%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
36
Increased
112
Reduced
122
Closed
36
Calls
$8.77M
Puts
$4.39M
Net Calls
+$4.37M
Net Calls Change
+$454K
Name Holding Trade Value Shares
Change
Change in
Stake
Principal Financial Group
26
Principal Financial Group
Iowa
$15.7M -$3.19M -220,280 -17%
AllianceBernstein
27
AllianceBernstein
Tennessee
$13.8M -$1.19M -82,499 -8%
FWIA
28
Fort Washington Investment Advisors
Ohio
$13.6M -$271K -18,710 -2%
Bank of America
29
Bank of America
North Carolina
$13.3M +$1.86M +128,579 +17%
Norges Bank
30
Norges Bank
Norway
$12.4M -$3.18M -219,719 -21%
SIS
31
Sound Income Strategies
Florida
$12.2M +$1.53M +105,993 +15%
Allianz Asset Management
32
Allianz Asset Management
Germany
$12.1M +$2.41M +166,713 +26%
Citigroup
33
Citigroup
New York
$11.3M +$1.3M +89,952 +13%
GC
34
Guggenheim Capital
Illinois
$11M +$4.78M +329,988 +81%
RhumbLine Advisers
35
RhumbLine Advisers
Massachusetts
$10.5M -$357K -24,659 -3%
Alyeska Investment Group
36
Alyeska Investment Group
Illinois
$9.7M -$9.92M -685,367 -51%
UBS Group
37
UBS Group
Switzerland
$8.26M +$6.89M +476,360 +598%
First Trust Advisors
38
First Trust Advisors
Illinois
$7.7M +$304K +20,982 +4%
KCM
39
Kennedy Capital Management
Missouri
$7.16M -$1.78M -122,732 -20%
Public Sector Pension Investment Board (PSP Investments)
40
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$7.05M -$302K -20,900 -4%
FP
41
Foundry Partners
Minnesota
$7.05M +$1.57M +108,523 +30%
Canada Life
42
Canada Life
Manitoba, Canada
$6.97M -$600K -41,432 -8%
Swiss National Bank
43
Swiss National Bank
Switzerland
$6.67M -$47.8K -3,300 -0.7%
Blackstone Inc
44
Blackstone Inc
New York
$6.64M
State of Wisconsin Investment Board
45
State of Wisconsin Investment Board
Wisconsin
$6.29M -$1.81M -125,000 -23%
Barclays
46
Barclays
United Kingdom
$6.27M +$3.32M +229,293 +119%
D.E. Shaw & Co
47
D.E. Shaw & Co
New York
$6.21M +$1.93M +133,436 +47%
MCM
48
Masterton Capital Management
New York
$5.97M +$2.46M +169,707 +73%
MA
49
MYDA Advisors
New York
$5.94M
Hudson Bay Capital Management
50
Hudson Bay Capital Management
Connecticut
$5.94M -$2.62M -180,863 -31%

APLE Hedge Fund Activity: Q3 2024 in Review

317 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Apple Hospitality REIT (APLE) for Q3 2024, worth a combined $3.07B — up 1.2% from $3.03B a quarter earlier.

Fund positioning in APLE was balanced in Q3 2024: 36 funds opened new positions, 36 closed out, 112 added to existing stakes and 122 trimmed.

The largest buyer was Centersquare Investment Management, opening a new position worth an estimated $37.2M. The largest seller was Fidelity Investments, cutting an estimated $28.1M.

  • 317 institutional investors held Apple Hospitality REIT (APLE) as of Q3 2024, down from 318 in Q2 2024.
  • Funds reported $3.07B of Apple Hospitality REIT stock for Q3 2024, up 1.2% quarter-over-quarter.
  • 36 funds opened new Apple Hospitality REIT positions in Q3 2024 and 36 closed out, a net change of 0 holders.
  • The largest Apple Hospitality REIT buyer in Q3 2024 was Centersquare Investment Management, an estimated $37.2M added.
  • The largest Apple Hospitality REIT seller in Q3 2024 was Fidelity Investments, an estimated $28.1M sold.

Based on aggregated 13F filings for Q3 2024.