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Apple Hospitality REIT

105 hedge funds and large institutions have $675M invested in Apple Hospitality REIT in 2015 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 33 increasing their positions, 21 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

880% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 5

154% more capital invested

Capital invested by funds: $266M → $675M (+$409M)

72% more funds holding

Funds holding: 61105 (+44)

57% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 21

13.16% more ownership

Funds ownership: 7.57%20.73% (+13%)

Holders
105
Holders Change
+44
Holders Change %
+72.13%
% of All Funds
2.93%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
49
Increased
33
Reduced
21
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ProShare Advisors
51
ProShare Advisors
Maryland
$936K +$923K +50,418 New
Susquehanna International Group
52
Susquehanna International Group
Pennsylvania
$841K +$492K +26,881 +146%
Baird Financial Group
53
Baird Financial Group
Wisconsin
$779K +$498K +27,200 +184%
T. Rowe Price Associates
54
T. Rowe Price Associates
Maryland
$771K +$759K +41,500 New
IRF
55
IBM Retirement Fund
New York
$738K -$62.8K -3,434 -8%
HI
56
Honeywell International
North Carolina
$732K +$721K +39,400 New
BA
57
BlackRock Advisors
Delaware
$714K +$704K +38,449 New
SG Americas Securities
58
SG Americas Securities
New York
$705K +$695K +37,963 New
Principal Financial Group
59
Principal Financial Group
Iowa
$632K -$332K -18,120 -35%
URS
60
Utah Retirement Systems
Utah
$583K -$31.1K -1,700 -5%
MTB
61
Mizuho Trust & Banking
Japan
$548K +$540K +29,517 New
Macquarie Group
62
Macquarie Group
Australia
$544K +$536K +29,300 New
BRWA
63
B. Riley Wealth Advisors
Florida
$542K +$533K +29,147 New
LPL Financial
64
LPL Financial
California
$497K +$64.3K +3,515 +15%
B
65
Barings
North Carolina
$470K +$463K +25,300 New
ACI
66
AMP Capital Investors
Australia
$450K +$450K +24,600 New
EMG
67
Ellington Management Group
Connecticut
$442K +$435K +23,787 New
M&T Bank
68
M&T Bank
New York
$438K +$432K +23,587 New
Commonwealth Equity Services
69
Commonwealth Equity Services
Massachusetts
$412K -$120K -6,537 -23%
Creative Planning
70
Creative Planning
Kansas
$409K +$27.9K +1,526 +7%
HSBC Holdings
71
HSBC Holdings
United Kingdom
$404K +$398K +21,759 New
Mitsubishi UFJ Asset Management
72
Mitsubishi UFJ Asset Management
Japan
$390K +$384K +21,000 New
AB
73
Amalgamated Bank
New York
$371K -$16.9K -921 -4%
TDC
74
Thompson Davis & Co
Virginia
$365K +$359K +19,635 New
D.E. Shaw & Co
75
D.E. Shaw & Co
New York
$341K +$336K +18,376 New

APLE Hedge Fund Activity: Q3 2015 in Review

105 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Apple Hospitality REIT (APLE) for Q3 2015, worth a combined $675M — up 154% from $266M a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new APLE positions and 5 closed out — a net gain of 44 holders — while 33 added to existing stakes and 21 trimmed.

The largest buyer was Vanguard Group, adding an estimated $193M. The largest seller was Millennium Management, cutting an estimated $17.4M.

  • 105 institutional investors held Apple Hospitality REIT (APLE) as of Q3 2015, up from 61 in Q2 2015.
  • Funds reported $675M of Apple Hospitality REIT stock for Q3 2015, up 154% quarter-over-quarter.
  • 49 funds opened new Apple Hospitality REIT positions in Q3 2015 and 5 closed out, a net change of +44 holders.
  • The largest Apple Hospitality REIT buyer in Q3 2015 was Vanguard Group, an estimated $193M added.
  • The largest Apple Hospitality REIT seller in Q3 2015 was Millennium Management, an estimated $17.4M sold.

Based on aggregated 13F filings for Q3 2015.