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Apple Hospitality REIT
APLE

202 hedge funds and large institutions have $2.09B invested in Apple Hospitality REIT in 2017 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 77 increasing their positions, 65 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

737% more call options, than puts

Call options by funds: $4.68M | Put options by funds: $559K

106% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 16

18% more repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 65

9% more funds holding

Funds holding: 186 → 202 (+16)

1.49% more ownership

Funds ownership: 48.64% → 50.13% (+1.5%)

1% more capital invested

Capital invested by funds: $2.08B → $2.09B (+$16.5M)

Holders
202
Holders Change
+16
Holders Change %
+8.6%
% of All Funds
5.04%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
33
Increased
77
Reduced
65
Closed
16
Calls
$4.68M
Puts
$559K
Net Calls
+$4.12M
Net Calls Change
+$1.28M

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$24.3M
2
Invesco
Invesco
Georgia
+$17.4M
3
Millennium Management
Millennium Management
New York
+$13M
4
UIC
Uniplan Investment Counsel
Wisconsin
+$11.1M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$6.48M

Top Sellers

Rank Fund Capital Flow
1
Cohen & Steers
Cohen & Steers
New York
-$26.8M
2
Russell Investments Group
Russell Investments Group
United Kingdom
-$6.39M
3
OCG
Opus Capital Group
Ohio
-$6M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$5.88M
5
HCM
Hodges Capital Management
Texas
-$4.38M
Name Holding Trade Value Shares
Change 		Change in
Stake
AllianceBernstein
51
AllianceBernstein
Tennessee
$4.34M -$108K -5,717 -2%
PPA
52
Parametric Portfolio Associates
Washington
$4.3M -$605K -31,895 -12%
TIAAOA
53
Teachers Insurance & Annuity Association of America
New York
$3.94M -$187K -9,841 -4%
UBS Group
54
UBS Group
Switzerland
$3.71M +$855K +45,078 +29%
SEIA
55
Signature Estate & Investment Advisors
California
$3.44M -$292K -15,410 -8%
State Board of Administration of Florida Retirement System
56
State Board of Administration of Florida Retirement System
Florida
$3.31M +$245K +12,910 +8%
SOAMC
57
Spirit of America Management Corp
New York
$3.26M -$837K -44,100 -20%
Sumitomo Mitsui Trust Group
58
Sumitomo Mitsui Trust Group
Japan
$2.85M – – –
Barclays
59
Barclays
United Kingdom
$2.77M +$2.5M +131,882 +809%
GC
60
Guggenheim Capital
Illinois
$2.7M -$179K -9,423 -6%
Allianz Asset Management
61
Allianz Asset Management
Germany
$2.58M -$883K -46,519 -25%
Credit Agricole
62
Credit Agricole
France
$2.44M -$575K -30,311 -19%
BNP Paribas Financial Markets
63
BNP Paribas Financial Markets
France
$2.23M -$392K -20,640 -15%
GIM
64
Greenwich Investment Management
Connecticut
$2.19M -$78.8K -4,150 -3%
William Blair Investment Management
65
William Blair Investment Management
Illinois
$2.15M +$2.18M +114,625 New
VLKIM
66
Van Lanschot Kempen Investment Management
Netherlands
$2.08M +$2.11M +111,172 New
CBOR
67
Community Bank of Raymore
Missouri
$1.96M +$1.25M +66,000 +170%
Nomura Asset Management
68
Nomura Asset Management
Japan
$1.95M +$8.35K +440 +0.4%
SOADOR
69
State of Alaska Department of Revenue
Alaska
$1.9M -$86.5K -4,560 -4%
AOWM
70
Alpha Omega Wealth Management
Virginia
$1.83M +$1.86M +98,053 New
Canada Life
71
Canada Life
Manitoba, Canada
$1.78M +$3.19K +168 +0.2%
SFM
72
Systematic Financial Management
New Jersey
$1.66M +$1.69M +88,825 New
Deutsche Bank
73
Deutsche Bank
Germany
$1.63M +$271K +14,295 +20%
Bank of Montreal
74
Bank of Montreal
Ontario, Canada
$1.57M +$181K +9,520 +13%
Axa
75
Axa
France
$1.57M – – –
1 2
3
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APLE Hedge Fund Activity: Q2 2017 in Review

202 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Apple Hospitality REIT (APLE) for Q2 2017, worth a combined $2.09B — up 0.8% from $2.08B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new APLE positions and 16 closed out — a net gain of 17 holders — while 77 added to existing stakes and 65 trimmed.

The largest buyer was BlackRock, adding an estimated $24.3M. The largest seller was Cohen & Steers, cutting an estimated $26.8M.

  • 202 institutional investors held Apple Hospitality REIT (APLE) as of Q2 2017, up from 186 in Q1 2017.
  • Funds reported $2.09B of Apple Hospitality REIT stock for Q2 2017, up 0.8% quarter-over-quarter.
  • 33 funds opened new Apple Hospitality REIT positions in Q2 2017 and 16 closed out, a net change of +17 holders.
  • The largest Apple Hospitality REIT buyer in Q2 2017 was BlackRock, an estimated $24.3M added.
  • The largest Apple Hospitality REIT seller in Q2 2017 was Cohen & Steers, an estimated $26.8M sold.

Based on aggregated 13F filings for Q2 2017.