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Apple Hospitality REIT
APLE

200 hedge funds and large institutions have $2.18B invested in Apple Hospitality REIT in 2017 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 102 increasing their positions, 52 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

268% more call options, than puts

Call options by funds: $5.16M | Put options by funds: $1.4M

96% more repeat investments, than reductions

Existing positions increased: 102 | Existing positions reduced: 52

1.58% more ownership

Funds ownership: 50.13% → 51.71% (+1.6%)

4% more capital invested

Capital invested by funds: $2.09B → $2.18B (+$89M)

1% less funds holding

Funds holding: 202 → 200 (-2)

5% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 19

Holders
200
Holders Change
-2
Holders Change %
-0.99%
% of All Funds
4.99%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
18
Increased
102
Reduced
52
Closed
19
Calls
$5.16M
Puts
$1.4M
Net Calls
+$3.75M
Net Calls Change
-$364K

Top Buyers

1
BlackRock
BlackRock
New York
+$20.6M
2
Daiwa Securities Group
Daiwa Securities Group
Japan
+$15M
3
State Street
State Street
Massachusetts
+$13.7M
4
Charles Schwab
Charles Schwab
California
+$10.7M
5
Cohen & Steers
Cohen & Steers
New York
+$9.31M

Top Sellers

1
Invesco
Invesco
Georgia
-$50.3M
2
N
Nuveen
North Carolina
-$13.8M
3
Acadian Asset Management
Acadian Asset Management
Massachusetts
-$8M
4
Norges Bank
Norges Bank
Norway
-$6.5M
5
Russell Investments Group
Russell Investments Group
United Kingdom
-$3.45M
Name Holding Trade Value Shares
Change 		Change in
Stake
TIAAOA
51
Teachers Insurance & Annuity Association of America
New York
$3.98M – – –
Susquehanna International Group
52
Susquehanna International Group
Pennsylvania
$3.95M -$1.13M -61,874 -23%
Grantham, Mayo, Van Otterloo & Co (GMO)
53
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$3.89M -$633K -34,500 -14%
Sumitomo Mitsui Trust Group
54
Sumitomo Mitsui Trust Group
Japan
$3.74M +$828K +45,163 +30%
First Trust Advisors
55
First Trust Advisors
Illinois
$3.62M -$1.28M -69,746 -27%
UBS Group
56
UBS Group
Switzerland
$3.62M -$121K -6,581 -3%
State Board of Administration of Florida Retirement System
57
State Board of Administration of Florida Retirement System
Florida
$3.35M +$6.05K +330 +0.2%
SEIA
58
Signature Estate & Investment Advisors
California
$3.35M -$130K -7,096 -4%
SOAMC
59
Spirit of America Management Corp
New York
$3.3M – – –
Barclays
60
Barclays
United Kingdom
$3.16M +$347K +18,919 +13%
D.E. Shaw & Co
61
D.E. Shaw & Co
New York
$3.02M -$2.25M -122,750 -43%
William Blair Investment Management
62
William Blair Investment Management
Illinois
$2.95M +$759K +41,408 +36%
Allianz Asset Management
63
Allianz Asset Management
Germany
$2.91M +$289K +15,785 +11%
GC
64
Guggenheim Capital
Illinois
$2.74M +$16.9K +922 +0.6%
Canada Life
65
Canada Life
Manitoba, Canada
$2.41M +$596K +32,530 +34%
CG
66
Clinton Group
New York
$2.38M +$2.31M +125,757 New
VLKIM
67
Van Lanschot Kempen Investment Management
Netherlands
$2.36M +$252K +13,728 +12%
FAF
68
Första AP-fonden
Sweden
$2.35M +$798K +43,500 +54%
AG
69
Aperio Group
California
$2.32M +$1.1M +60,234 +96%
Nomura Asset Management
70
Nomura Asset Management
Japan
$2.3M +$321K +17,510 +17%
GCP
71
GSA Capital Partners
United Kingdom
$2.29M +$747K +40,744 +51%
GIM
72
Greenwich Investment Management
Connecticut
$2.2M -$16K -875 -0.7%
SOADOR
73
State of Alaska Department of Revenue
Alaska
$2.17M +$251K +13,680 +13%
Credit Agricole
74
Credit Agricole
France
$2.11M -$349K -19,045 -15%
CBOR
75
Community Bank of Raymore
Missouri
$1.98M – – –
1 2
3
4 5

APLE Hedge Fund Activity: Q3 2017 in Review

200 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Apple Hospitality REIT (APLE) for Q3 2017, worth a combined $2.18B — up 4.3% from $2.09B a quarter earlier.

Sellers outnumbered buyers: 19 funds closed out of APLE and 18 opened new positions — a net loss of 1 holder — while 52 trimmed existing stakes and 102 added.

The largest buyer was BlackRock, adding an estimated $20.6M. The largest seller was Invesco, cutting an estimated $50.3M.

  • 200 institutional investors held Apple Hospitality REIT (APLE) as of Q3 2017, down from 202 in Q2 2017.
  • Funds reported $2.18B of Apple Hospitality REIT stock for Q3 2017, up 4.3% quarter-over-quarter.
  • 18 funds opened new Apple Hospitality REIT positions in Q3 2017 and 19 closed out, a net change of -1 holder.
  • The largest Apple Hospitality REIT buyer in Q3 2017 was BlackRock, an estimated $20.6M added.
  • The largest Apple Hospitality REIT seller in Q3 2017 was Invesco, an estimated $50.3M sold.

Based on aggregated 13F filings for Q3 2017.