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Apple Hospitality REIT

220 hedge funds and large institutions have $2.46B invested in Apple Hospitality REIT in 2017 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 93 increasing their positions, 64 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 18

45% more repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 64

33% more call options, than puts

Call options by funds: $1.48M | Put options by funds: $1.11M

13% more capital invested

Capital invested by funds: $2.18B → $2.46B (+$277M)

10% more funds holding

Funds holding: 200220 (+20)

4.56% more ownership

Funds ownership: 51.71%56.27% (+4.6%)

Holders
220
Holders Change
+20
Holders Change %
+10%
% of All Funds
4.99%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
39
Increased
93
Reduced
64
Closed
18
Calls
$1.48M
Puts
$1.11M
Net Calls
+$365K
Net Calls Change
-$3.39M
Name Holding Trade Value Shares
Change
Change in
Stake
RhumbLine Advisers
51
RhumbLine Advisers
Massachusetts
$4.57M -$8.4K -436 -0.2%
TIAAOA
52
Teachers Insurance & Annuity Association of America
New York
$4.53M +$394K +20,439 +10%
UBS Group
53
UBS Group
Switzerland
$4.5M +$736K +38,172 +20%
AllianceBernstein
54
AllianceBernstein
Tennessee
$4.49M -$142K -7,350 -3%
PI
55
Putnam Investments
Massachusetts
$4.39M +$37.3K +1,937 +0.9%
Citadel Advisors
56
Citadel Advisors
Florida
$4.18M -$3.94M -204,231 -49%
Grantham, Mayo, Van Otterloo & Co (GMO)
57
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$4.13M +$86.7K +4,500 +2%
N
58
Nuveen
North Carolina
$4.13M -$9.62M -499,181 -70%
State Board of Administration of Florida Retirement System
59
State Board of Administration of Florida Retirement System
Florida
$4.06M +$580K +30,109 +17%
GC
60
Guggenheim Capital
Illinois
$3.93M +$1.07M +55,418 +38%
AG
61
Aperio Group
California
$3.93M +$1.49M +77,379 +63%
Sumitomo Mitsui Trust Group
62
Sumitomo Mitsui Trust Group
Japan
$3.86M -$16.6K -862 -0.4%
AIMCA
63
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$3.79M +$3.73M +193,400 New
AOWM
64
Alpha Omega Wealth Management
Virginia
$3.71M +$1.64M +85,189 +82%
SOAMC
65
Spirit of America Management Corp
New York
$3.37M -$50.2K -2,605 -1%
Barclays
66
Barclays
United Kingdom
$3.34M +$60K +3,113 +2%
AAMU
67
Amundi Asset Management US
Massachusetts
$3.16M +$3.11M +161,296 New
William Blair Investment Management
68
William Blair Investment Management
Illinois
$3.15M +$90.6K +4,701 +3%
Teacher Retirement System of Texas
69
Teacher Retirement System of Texas
Texas
$3.12M +$1.07M +55,336 +53%
Allianz Asset Management
70
Allianz Asset Management
Germany
$2.71M -$300K -15,590 -10%
CG
71
Clinton Group
New York
$2.64M +$170K +8,830 +7%
Canada Life
72
Canada Life
Manitoba, Canada
$2.59M +$81K +4,201 +3%
Squarepoint
73
Squarepoint
New York
$2.55M +$1.99M +102,991 +379%
SOADOR
74
State of Alaska Department of Revenue
Alaska
$2.51M +$250K +12,970 +11%
Nomura Asset Management
75
Nomura Asset Management
Japan
$2.38M +$2.51K +130 +0.1%

APLE Hedge Fund Activity: Q4 2017 in Review

220 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Apple Hospitality REIT (APLE) for Q4 2017, worth a combined $2.46B — up 13% from $2.18B a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new APLE positions and 18 closed out — a net gain of 21 holders — while 93 added to existing stakes and 64 trimmed.

The largest buyer was PGGM Investments, opening a new position worth an estimated $69.8M. The largest seller was Daiwa Securities Group, cutting an estimated $15.6M.

  • 220 institutional investors held Apple Hospitality REIT (APLE) as of Q4 2017, up from 200 in Q3 2017.
  • Funds reported $2.46B of Apple Hospitality REIT stock for Q4 2017, up 13% quarter-over-quarter.
  • 39 funds opened new Apple Hospitality REIT positions in Q4 2017 and 18 closed out, a net change of +21 holders.
  • The largest Apple Hospitality REIT buyer in Q4 2017 was PGGM Investments, an estimated $69.8M added.
  • The largest Apple Hospitality REIT seller in Q4 2017 was Daiwa Securities Group, an estimated $15.6M sold.

Based on aggregated 13F filings for Q4 2017.