Apple Hospitality REIT
APLE
241 hedge funds and large institutions have $2.29B invested in Apple Hospitality REIT in 2018 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 92 increasing their positions, 86 reducing their positions, and 34 closing their positions.
98% more call options, than puts
Call options by funds: $3.28M | Put options by funds: $1.65M
7% more repeat investments, than reductions
Existing positions increased: 92 | Existing positions reduced: 86
0.72% less ownership
Funds ownership: 57.68% → 56.96% (-0.72%)
3% less capital invested
Capital invested by funds: $2.37B → $2.29B (-$81M)
5% less funds holding
Funds holding: 253 → 241 (-12)
32% less first-time investments, than exits
New positions opened: 23 | Existing positions closed: 34
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JIM
Jupiter Investment Management
London,
United Kingdom
|
+$22.4M |
| 2 |
Renaissance Technologies
New York
|
+$13.9M |
| 3 |
State Street
Boston,
Massachusetts
|
+$8.82M |
| 4 |
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
|
+$8.69M |
| 5 |
FM
Forward Management
San Francisco,
California
|
+$8.26M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MWNA
Marshall Wace North America
New York
|
-$19.9M |
| 2 |
Millennium Management
New York
|
-$16.5M |
| 3 |
Invesco
Atlanta,
Georgia
|
-$14.6M |
| 4 |
Balyasny Asset Management
Chicago,
Illinois
|
-$10.6M |
| 5 |
MPAM
Monarch Partners Asset Management
Boston,
Massachusetts
|
-$9.82M |
APLE Hedge Fund Activity: Q3 2018 in Review
241 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Apple Hospitality REIT (APLE) for Q3 2018, worth a combined $2.29B — down 3.4% from $2.37B a quarter earlier.
Sellers outnumbered buyers: 34 funds closed out of APLE and 23 opened new positions — a net loss of 11 holders — while 86 trimmed existing stakes and 92 added.
The largest buyer was Jupiter Investment Management, adding an estimated $22.4M. The largest seller was Marshall Wace North America, exiting entirely with an estimated $19.9M sold.
- 241 institutional investors held Apple Hospitality REIT (APLE) as of Q3 2018, down from 253 in Q2 2018.
- Funds reported $2.29B of Apple Hospitality REIT stock for Q3 2018, down 3.4% quarter-over-quarter.
- 23 funds opened new Apple Hospitality REIT positions in Q3 2018 and 34 closed out, a net change of -11 holders.
- The largest Apple Hospitality REIT buyer in Q3 2018 was Jupiter Investment Management, an estimated $22.4M added.
- The largest Apple Hospitality REIT seller in Q3 2018 was Marshall Wace North America, an estimated $19.9M sold.
Based on aggregated 13F filings for Q3 2018.