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Apple Hospitality REIT
APLE

178 hedge funds and large institutions have $1.68B invested in Apple Hospitality REIT in 2016 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 79 increasing their positions, 46 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

192% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 12

72% more repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 46

58% more call options, than puts

Call options by funds: $695K | Put options by funds: $441K

17% more capital invested

Capital invested by funds: $1.43B → $1.68B (+$249M)

14% more funds holding

Funds holding: 156 → 178 (+22)

2.64% less ownership

Funds ownership: 43.62% → 40.98% (-2.6%)

Holders
178
Holders Change
+22
Holders Change %
+14.1%
% of All Funds
4.75%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
35
Increased
79
Reduced
46
Closed
12
Calls
$695K
Puts
$441K
Net Calls
+$254K
Net Calls Change
-$5K

Top Buyers

1
Invesco
Invesco
Georgia
+$103M
2
SAMC
Shinko Asset Management Company
Japan
+$31.2M
3
HRES
Heitman Real Estate Securities
Illinois
+$23M
4
NI
Numeric Investors
Massachusetts
+$12.2M
5
Prudential Financial
Prudential Financial
New Jersey
+$12M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$3.49M
2
BIT
BlackRock Institutional Trust
California
-$2.67M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$2.28M
4
JHIU
Janus Henderson Investors US
Colorado
-$2.2M
5
FAF
Första AP-fonden
Sweden
-$1.93M
Name Holding Trade Value Shares
Change 		Change in
Stake
ERSOT
51
Employees Retirement System of Texas
Texas
$3.7M +$3.88M +200,000 New
Royal Bank of Canada
52
Royal Bank of Canada
Ontario, Canada
$3.69M -$421K -21,657 -10%
AI
53
Analytic Investors
California
$3.63M +$3.81M +195,991 New
VRS
54
Virginia Retirement Systems
Virginia
$3.5M +$573K +29,500 +18%
Allianz Asset Management
55
Allianz Asset Management
Germany
$3.4M +$761K +39,165 +27%
TIAAOA
56
Teachers Insurance & Annuity Association of America
New York
$3.3M – – –
Citigroup
57
Citigroup
New York
$3.2M +$2.87M +147,562 +582%
CRIM
58
Castle Ridge Investment Management
Connecticut
$3.1M +$3.26M +167,600 New
State Board of Administration of Florida Retirement System
59
State Board of Administration of Florida Retirement System
Florida
$3.03M – – –
UBS Group
60
UBS Group
Switzerland
$2.92M +$45.2K +2,326 +1%
RhumbLine Advisers
61
RhumbLine Advisers
Massachusetts
$2.8M +$185K +9,536 +7%
Skandinaviska Enskilda Banken (SEB)
62
Skandinaviska Enskilda Banken (SEB)
Sweden
$2.67M +$2.8M +144,300 New
Sumitomo Mitsui Trust Group
63
Sumitomo Mitsui Trust Group
Japan
$2.09M -$6.89K -355 -0.3%
Credit Agricole
64
Credit Agricole
France
$2.04M +$948K +48,793 +79%
State of Wisconsin Investment Board
65
State of Wisconsin Investment Board
Wisconsin
$1.94M -$46.6K -2,400 -2%
Nomura Asset Management
66
Nomura Asset Management
Japan
$1.79M -$42.7K -2,200 -2%
BA
67
BlackRock Advisors
Delaware
$1.71M +$20.6K +1,063 +1%
Canada Life
68
Canada Life
Manitoba, Canada
$1.7M -$144K -7,420 -7%
BIM
69
BlackRock Investment Management
Delaware
$1.59M +$96.9K +4,989 +6%
CC
70
Cipher Capital
New York
$1.53M +$565K +29,092 +54%
Aviva
71
Aviva
United Kingdom
$1.5M +$1.58M +81,100 New
Wellington Management Group
72
Wellington Management Group
Massachusetts
$1.33M +$1.4M +71,991 New
T. Rowe Price Associates
73
T. Rowe Price Associates
Maryland
$1.33M +$507K +26,100 +57%
KBC Group
74
KBC Group
Belgium
$1.3M – – –
SOADOR
75
State of Alaska Department of Revenue
Alaska
$1.25M – – –
1 2
3
4 5

APLE Hedge Fund Activity: Q3 2016 in Review

178 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Apple Hospitality REIT (APLE) for Q3 2016, worth a combined $1.68B — up 17% from $1.43B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new APLE positions and 12 closed out — a net gain of 23 holders — while 79 added to existing stakes and 46 trimmed.

The largest buyer was Invesco, adding an estimated $103M. The largest seller was Goldman Sachs, cutting an estimated $3.49M.

  • 178 institutional investors held Apple Hospitality REIT (APLE) as of Q3 2016, up from 156 in Q2 2016.
  • Funds reported $1.68B of Apple Hospitality REIT stock for Q3 2016, up 17% quarter-over-quarter.
  • 35 funds opened new Apple Hospitality REIT positions in Q3 2016 and 12 closed out, a net change of +23 holders.
  • The largest Apple Hospitality REIT buyer in Q3 2016 was Invesco, an estimated $103M added.
  • The largest Apple Hospitality REIT seller in Q3 2016 was Goldman Sachs, an estimated $3.49M sold.

Based on aggregated 13F filings for Q3 2016.