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Apple Hospitality REIT
APLE

186 hedge funds and large institutions have $2.08B invested in Apple Hospitality REIT in 2017 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 81 increasing their positions, 64 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

376% more call options, than puts

Call options by funds: $3.59M | Put options by funds: $754K

27% more repeat investments, than reductions

Existing positions increased: 81 | Existing positions reduced: 64

8% more capital invested

Capital invested by funds: $1.92B → $2.08B (+$160M)

5.72% more ownership

Funds ownership: 42.93% → 48.64% (+5.7%)

4% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 28

4% less funds holding

Funds holding: 193 → 186 (-7)

Holders
186
Holders Change
-7
Holders Change %
-3.63%
% of All Funds
4.63%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
29
Increased
81
Reduced
64
Closed
28
Calls
$3.59M
Puts
$754K
Net Calls
+$2.84M
Net Calls Change
-$539K

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$230M
2
Cohen & Steers
Cohen & Steers
New York
+$115M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$91.2M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$30.5M
5
Invesco
Invesco
Georgia
+$16M

Top Sellers

Rank Fund Capital Flow
1
HRES
Heitman Real Estate Securities
Illinois
-$30.4M
2
AllianceBernstein
AllianceBernstein
Tennessee
-$18.9M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$10.4M
4
Russell Investments Group
Russell Investments Group
United Kingdom
-$5.24M
5
Prudential Financial
Prudential Financial
New Jersey
-$4.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
SEIA
51
Signature Estate & Investment Advisors
California
$3.81M -$737K -37,381 -16%
VRS
52
Virginia Retirement Systems
Virginia
$3.69M -$420K -21,300 -10%
First Trust Advisors
53
First Trust Advisors
Illinois
$3.66M +$894K +45,346 +31%
Allianz Asset Management
54
Allianz Asset Management
Germany
$3.52M -$344K -17,445 -9%
Susquehanna International Group
55
Susquehanna International Group
Pennsylvania
$3.46M +$484K +24,525 +16%
State Board of Administration of Florida Retirement System
56
State Board of Administration of Florida Retirement System
Florida
$3.13M – – –
PI
57
Putnam Investments
Massachusetts
$3.09M +$3.19M +161,976 New
Credit Agricole
58
Credit Agricole
France
$3.08M +$385K +19,545 +14%
GC
59
Guggenheim Capital
Illinois
$2.93M -$1.43M -72,373 -32%
UBS Group
60
UBS Group
Switzerland
$2.92M -$156K -7,912 -5%
Sumitomo Mitsui Trust Group
61
Sumitomo Mitsui Trust Group
Japan
$2.91M +$28.5K +1,443 +1%
GCP
62
GSA Capital Partners
United Kingdom
$2.67M +$1.96M +99,310 +244%
BNP Paribas Financial Markets
63
BNP Paribas Financial Markets
France
$2.67M +$1.21M +61,218 +78%
CC
64
Cipher Capital
New York
$2.45M -$1.78M -90,168 -41%
GIM
65
Greenwich Investment Management
Connecticut
$2.31M +$1.4M +71,226 +143%
SOADOR
66
State of Alaska Department of Revenue
Alaska
$2.02M +$502K +25,460 +32%
Nomura Asset Management
67
Nomura Asset Management
Japan
$1.98M -$33.9K -1,720 -2%
State of New Jersey Common Pension Fund D
68
State of New Jersey Common Pension Fund D
New Jersey
$1.93M -$1.6M -81,000 -45%
Canada Life
69
Canada Life
Manitoba, Canada
$1.82M +$93.2K +4,725 +5%
KBC Group
70
KBC Group
Belgium
$1.7M -$477K -24,202 -21%
Morgan Stanley
71
Morgan Stanley
New York
$1.69M +$414K +20,987 +31%
Axa
72
Axa
France
$1.6M -$1.69M -85,737 -51%
Bank of Montreal
73
Bank of Montreal
Ontario, Canada
$1.42M -$1.1M -55,769 -43%
Deutsche Bank
74
Deutsche Bank
Germany
$1.39M -$2.28M -115,623 -61%
AG
75
Aperio Group
California
$1.39M +$110K +5,578 +8%
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3
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APLE Hedge Fund Activity: Q1 2017 in Review

186 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Apple Hospitality REIT (APLE) for Q1 2017, worth a combined $2.08B — up 8.4% from $1.92B a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new APLE positions and 28 closed out — a net gain of 1 holder — while 81 added to existing stakes and 64 trimmed.

The largest buyer was BlackRock, adding an estimated $230M. The largest seller was Heitman Real Estate Securities, exiting entirely with an estimated $30.4M sold.

  • 186 institutional investors held Apple Hospitality REIT (APLE) as of Q1 2017, down from 193 in Q4 2016.
  • Funds reported $2.08B of Apple Hospitality REIT stock for Q1 2017, up 8.4% quarter-over-quarter.
  • 29 funds opened new Apple Hospitality REIT positions in Q1 2017 and 28 closed out, a net change of +1 holder.
  • The largest Apple Hospitality REIT buyer in Q1 2017 was BlackRock, an estimated $230M added.
  • The largest Apple Hospitality REIT seller in Q1 2017 was Heitman Real Estate Securities, an estimated $30.4M sold.

Based on aggregated 13F filings for Q1 2017.