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Apple Hospitality REIT

136 hedge funds and large institutions have $1.39B invested in Apple Hospitality REIT in 2016 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 58 increasing their positions, 44 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 13

32% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 44

3% more funds holding

Funds holding: 132136 (+4)

2.28% more ownership

Funds ownership: 38.62%40.9% (+2.3%)

23% less capital invested

Capital invested by funds: $1.8B → $1.39B (-$415M)

Holders
136
Holders Change
+4
Holders Change %
+3.03%
% of All Funds
3.62%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
18
Increased
58
Reduced
44
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
VOYA Investment Management
51
VOYA Investment Management
Georgia
$1.11M
Baird Financial Group
52
Baird Financial Group
Wisconsin
$1.07M +$152K +7,940 +17%
Citadel Advisors
53
Citadel Advisors
Florida
$1.05M +$882K +45,984 +650%
Morgan Stanley
54
Morgan Stanley
New York
$993K -$353K -18,427 -27%
Wells Fargo
55
Wells Fargo
California
$969K -$455K -23,721 -33%
Macquarie Group
56
Macquarie Group
Australia
$925K +$334K +17,400 +59%
T. Rowe Price Associates
57
T. Rowe Price Associates
Maryland
$909K +$7.67K +400 +0.9%
ProShare Advisors
58
ProShare Advisors
Maryland
$902K -$209K -10,888 -19%
Citigroup
59
Citigroup
New York
$818K -$587K -30,583 -43%
PPA
60
Parametric Portfolio Associates
Washington
$692K +$176K +9,191 +36%
Principal Financial Group
61
Principal Financial Group
Iowa
$677K -$15.6K -812 -2%
CSS
62
Cubist Systematic Strategies
Connecticut
$668K +$370K +19,310 +134%
Jane Street
63
Jane Street
New York
$663K +$263K +13,701 +69%
ACI
64
AMP Capital Investors
Australia
$652K +$124K +6,450 +24%
URS
65
Utah Retirement Systems
Utah
$622K
KBC Group
66
KBC Group
Belgium
$613K +$594K +30,967 New
BRWA
67
B. Riley Wealth Advisors
Florida
$598K +$19 +1 +0%
MTB
68
Mizuho Trust & Banking
Japan
$575K -$6.83K -356 -1%
HSS
69
Harrison Street Securities
Illinois
$559K +$76.1K +3,970 +16%
HSBC Holdings
70
HSBC Holdings
United Kingdom
$523K +$60.8K +3,172 +14%
BNP Paribas Financial Markets
71
BNP Paribas Financial Markets
France
$520K +$493K +25,687 +4,491%
HEIP
72
Hudson Edge Investment Partners
New Jersey
$502K +$486K +25,340 New
B
73
Barings
North Carolina
$501K
SG Americas Securities
74
SG Americas Securities
New York
$501K +$209K +10,881 +75%
NMERB
75
New Mexico Educational Retirement Board
New Mexico
$491K -$257K -13,400 -35%

APLE Hedge Fund Activity: Q1 2016 in Review

136 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Apple Hospitality REIT (APLE) for Q1 2016, worth a combined $1.39B — down 23% from $1.8B a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new APLE positions and 13 closed out — a net gain of 5 holders — while 58 added to existing stakes and 44 trimmed.

The largest buyer was Vanguard Group, adding an estimated $27.7M. The largest seller was Americafirst Capital Management, exiting entirely with an estimated $457M sold.

  • 136 institutional investors held Apple Hospitality REIT (APLE) as of Q1 2016, up from 132 in Q4 2015.
  • Funds reported $1.39B of Apple Hospitality REIT stock for Q1 2016, down 23% quarter-over-quarter.
  • 18 funds opened new Apple Hospitality REIT positions in Q1 2016 and 13 closed out, a net change of +5 holders.
  • The largest Apple Hospitality REIT buyer in Q1 2016 was Vanguard Group, an estimated $27.7M added.
  • The largest Apple Hospitality REIT seller in Q1 2016 was Americafirst Capital Management, an estimated $457M sold.

Based on aggregated 13F filings for Q1 2016.