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Apple Hospitality REIT

256 hedge funds and large institutions have $1.29B invested in Apple Hospitality REIT in 2020 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 100 increasing their positions, 87 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

95% more call options, than puts

Call options by funds: $3.65M | Put options by funds: $1.87M

15% more repeat investments, than reductions

Existing positions increased: 100 | Existing positions reduced: 87

10% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 40

0.96% more ownership

Funds ownership: 62.1%63.06% (+0.96%)

0% more funds holding

Funds holding: 255256 (+1)

43% less capital invested

Capital invested by funds: $2.25B → $1.29B (-$967M)

Holders
256
Holders Change
+1
Holders Change %
+0.39%
% of All Funds
5.64%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
44
Increased
100
Reduced
87
Closed
40
Calls
$3.65M
Puts
$1.87M
Net Calls
+$1.78M
Net Calls Change
+$3.02M
Name Holding Trade Value Shares
Change
Change in
Stake
Ohio Public Employees Retirement System (OPERS)
51
Ohio Public Employees Retirement System (OPERS)
Ohio
$3.34M -$18.1K -1,379 -0.4%
California State Teachers Retirement System (CalSTRS)
52
California State Teachers Retirement System (CalSTRS)
California
$3.28M +$432K +32,932 +10%
GC
53
Guggenheim Capital
Illinois
$3.26M +$1.45M +110,533 +45%
AIMCA
54
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$3.22M +$1.64M +124,700 +55%
UBS Group
55
UBS Group
Switzerland
$3.21M -$3.96M -301,254 -46%
CS
56
Credit Suisse
Switzerland
$3.18M -$603K -45,889 -12%
Wells Fargo
57
Wells Fargo
California
$3.09M +$1.33M +101,338 +43%
HA
58
Heartland Advisors
Wisconsin
$2.85M +$688K +52,400 +20%
Nordea Investment Management
59
Nordea Investment Management
Sweden
$2.76M +$260K +19,782 +7%
State Board of Administration of Florida Retirement System
60
State Board of Administration of Florida Retirement System
Florida
$2.68M -$173K -13,177 -4%
AOWM
61
Alpha Omega Wealth Management
Virginia
$2.62M +$259K +19,741 +7%
Bank of Montreal
62
Bank of Montreal
Ontario, Canada
$2.42M +$20.3K +1,545 +0.5%
RhumbLine Advisers
63
RhumbLine Advisers
Massachusetts
$2.38M +$641K +48,856 +23%
DIA
64
Dean Investment Associates
Ohio
$2.07M +$2.96M +225,560 New
DA
65
Denali Advisors
California
$2.05M +$2.02M +153,900 +220%
Ameriprise
66
Ameriprise
Minnesota
$1.83M +$1.87M +142,209 +247%
VI
67
Vestcor Inc
New Brunswick, Canada
$1.83M -$678K -51,647 -21%
1832 Asset Management
68
1832 Asset Management
Ontario, Canada
$1.8M
FP
69
Foundry Partners
Minnesota
$1.77M +$2.54M +193,413 New
Canada Life
70
Canada Life
Manitoba, Canada
$1.62M +$195K +14,863 +9%
VIA
71
Vident Investment Advisory
Georgia
$1.62M -$71.8K -5,470 -3%
QI
72
QS Investors
New York
$1.58M +$292K +22,255 +15%
Grantham, Mayo, Van Otterloo & Co (GMO)
73
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$1.56M +$2.24M +170,388 New
CBOR
74
Community Bank of Raymore
Missouri
$1.45M +$395K +30,120 +24%
BAMF
75
BI Asset Management Fondsmaeglerselskab
Denmark
$1.42M +$2.03M +154,809 New

APLE Hedge Fund Activity: Q1 2020 in Review

256 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Apple Hospitality REIT (APLE) for Q1 2020, worth a combined $1.29B — down 43% from $2.25B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new APLE positions and 40 closed out — a net gain of 4 holders — while 100 added to existing stakes and 87 trimmed.

The largest buyer was Invesco, adding an estimated $65.2M. The largest seller was BlackRock, cutting an estimated $34.4M.

  • 256 institutional investors held Apple Hospitality REIT (APLE) as of Q1 2020, up from 255 in Q4 2019.
  • Funds reported $1.29B of Apple Hospitality REIT stock for Q1 2020, down 43% quarter-over-quarter.
  • 44 funds opened new Apple Hospitality REIT positions in Q1 2020 and 40 closed out, a net change of +4 holders.
  • The largest Apple Hospitality REIT buyer in Q1 2020 was Invesco, an estimated $65.2M added.
  • The largest Apple Hospitality REIT seller in Q1 2020 was BlackRock, an estimated $34.4M sold.

Based on aggregated 13F filings for Q1 2020.