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Apple Hospitality REIT

239 hedge funds and large institutions have $1.39B invested in Apple Hospitality REIT in 2020 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 62 increasing their positions, 105 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more call options, than puts

Call options by funds: $2.54M | Put options by funds: $1.63M

0.63% less ownership

Funds ownership: 66.18%65.56% (-0.63%)

2% less capital invested

Capital invested by funds: $1.42B → $1.39B (-$30.2M)

4% less funds holding

Funds holding: 248239 (-9)

13% less first-time investments, than exits

New positions opened: 35 | Existing positions closed: 40

41% less repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 105

Holders
239
Holders Change
-9
Holders Change %
-3.63%
% of All Funds
4.82%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.04%
New
35
Increased
62
Reduced
105
Closed
40
Calls
$2.54M
Puts
$1.63M
Net Calls
+$910K
Net Calls Change
-$37K
Name Holding Trade Value Shares
Change
Change in
Stake
Citigroup
51
Citigroup
New York
$3.44M +$1.51M +156,316 +77%
LSV Asset Management
52
LSV Asset Management
Illinois
$3.23M -$378K -39,200 -10%
MCM
53
MKP Capital Management
New York
$3.15M +$3.16M +327,990 New
Ensign Peak Advisors
54
Ensign Peak Advisors
Utah
$3.03M -$5.35M -555,535 -64%
CS
55
Credit Suisse
Switzerland
$3.02M +$75.8K +7,867 +3%
Susquehanna International Group
56
Susquehanna International Group
Pennsylvania
$2.99M +$833K +86,455 +38%
Ameriprise
57
Ameriprise
Minnesota
$2.94M +$243K +25,272 +9%
UBS Group
58
UBS Group
Switzerland
$2.89M -$983K -102,050 -25%
Ohio Public Employees Retirement System (OPERS)
59
Ohio Public Employees Retirement System (OPERS)
Ohio
$2.84M +$25.8K +2,679 +0.9%
Schroder Investment Management Group
60
Schroder Investment Management Group
United Kingdom
$2.68M -$5.6M -581,548 -69%
First Trust Advisors
61
First Trust Advisors
Illinois
$2.64M +$686K +71,245 +35%
SO
62
STRS Ohio
Ohio
$2.62M -$20.2K -2,102 -0.8%
RhumbLine Advisers
63
RhumbLine Advisers
Massachusetts
$2.52M -$82.4K -8,557 -3%
WBC
64
Westpac Banking Corp
Australia
$2.36M +$365K +37,904 +18%
Morgan Stanley
65
Morgan Stanley
New York
$2.1M -$90.2K -9,365 -4%
State of New Jersey Common Pension Fund D
66
State of New Jersey Common Pension Fund D
New Jersey
$2.08M -$8.57K -890 -0.4%
State Board of Administration of Florida Retirement System
67
State Board of Administration of Florida Retirement System
Florida
$2.07M +$1.83K +190 +0.1%
VRS
68
Virginia Retirement Systems
Virginia
$2.06M +$510K +52,993 +33%
VIA
69
Vident Investment Advisory
Georgia
$1.66M +$185K +19,203 +13%
Nomura Asset Management
70
Nomura Asset Management
Japan
$1.6M +$49.1K +5,100 +3%
CBOR
71
Community Bank of Raymore
Missouri
$1.52M
Canada Life
72
Canada Life
Manitoba, Canada
$1.45M +$82.3K +8,544 +6%
ERSOT
73
Employees Retirement System of Texas
Texas
$1.39M
Macquarie Group
74
Macquarie Group
Australia
$1.32M -$50.1K -5,204 -4%
Barclays
75
Barclays
United Kingdom
$1.29M +$276K +28,654 +27%

APLE Hedge Fund Activity: Q3 2020 in Review

239 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Apple Hospitality REIT (APLE) for Q3 2020, worth a combined $1.39B — down 2.1% from $1.42B a quarter earlier.

Sellers outnumbered buyers: 40 funds closed out of APLE and 35 opened new positions — a net loss of 5 holders — while 105 trimmed existing stakes and 62 added.

The largest buyer was Prudential Financial, adding an estimated $31.9M. The largest seller was Deutsche Bank, cutting an estimated $60.6M.

  • 239 institutional investors held Apple Hospitality REIT (APLE) as of Q3 2020, down from 248 in Q2 2020.
  • Funds reported $1.39B of Apple Hospitality REIT stock for Q3 2020, down 2.1% quarter-over-quarter.
  • 35 funds opened new Apple Hospitality REIT positions in Q3 2020 and 40 closed out, a net change of -5 holders.
  • The largest Apple Hospitality REIT buyer in Q3 2020 was Prudential Financial, an estimated $31.9M added.
  • The largest Apple Hospitality REIT seller in Q3 2020 was Deutsche Bank, an estimated $60.6M sold.

Based on aggregated 13F filings for Q3 2020.