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Apple Hospitality REIT

247 hedge funds and large institutions have $2.04B invested in Apple Hospitality REIT in 2020 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 72 increasing their positions, 87 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more call options, than puts

Call options by funds: $5.96M | Put options by funds: $2.75M

46% more capital invested

Capital invested by funds: $1.39B → $2.04B (+$641M)

31% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 35

5.08% more ownership

Funds ownership: 65.56%70.63% (+5.1%)

3% more funds holding

Funds holding: 239247 (+8)

17% less repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 87

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
247
Holders Change
+8
Holders Change %
+3.35%
% of All Funds
4.37%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
46
Increased
72
Reduced
87
Closed
35
Calls
$5.96M
Puts
$2.75M
Net Calls
+$3.21M
Net Calls Change
+$2.3M
Name Holding Trade Value Shares
Change
Change in
Stake
Citadel Advisors
51
Citadel Advisors
Florida
$4.94M +$4.37M +368,393 +2,562%
AG
52
Aperio Group
California
$4.9M -$233K -19,643 -5%
California State Teachers Retirement System (CalSTRS)
53
California State Teachers Retirement System (CalSTRS)
California
$4.74M -$38.4K -3,239 -0.9%
CS
54
Credit Suisse
Switzerland
$4.51M +$408K +34,424 +11%
AAMU
55
Amundi Asset Management US
Massachusetts
$4.44M -$3.12M -262,543 -43%
LSV Asset Management
56
LSV Asset Management
Illinois
$4.21M -$126K -10,600 -3%
Wells Fargo
57
Wells Fargo
California
$4.2M -$4.2M -354,052 -52%
Ohio Public Employees Retirement System (OPERS)
58
Ohio Public Employees Retirement System (OPERS)
Ohio
$4.02M +$182K +15,305 +5%
Ameriprise
59
Ameriprise
Minnesota
$4.01M +$55.5K +4,676 +2%
JAM
60
Jupiter Asset Management
United Kingdom
$3.97M -$6.98M -587,972 -66%
Two Sigma Investments
61
Two Sigma Investments
New York
$3.86M +$2.03M +171,445 +135%
UOC
62
UBS O'Connor
Illinois
$3.83M +$3.53M +297,095 New
CSS
63
Cubist Systematic Strategies
Connecticut
$3.65M +$1.78M +149,800 +113%
New York State Common Retirement Fund
64
New York State Common Retirement Fund
New York
$3.6M -$1.07M -90,000 -24%
SO
65
STRS Ohio
Ohio
$3.49M -$35.1K -2,958 -1%
RhumbLine Advisers
66
RhumbLine Advisers
Massachusetts
$3.46M +$62.4K +5,260 +2%
Schroder Investment Management Group
67
Schroder Investment Management Group
United Kingdom
$3.21M -$127K -10,671 -4%
VRS
68
Virginia Retirement Systems
Virginia
$3.06M +$272K +22,900 +11%
Macquarie Group
69
Macquarie Group
Australia
$2.94M +$1.08M +90,693 +66%
VIA
70
Vident Investment Advisory
Georgia
$2.87M +$590K +49,706 +29%
State of New Jersey Common Pension Fund D
71
State of New Jersey Common Pension Fund D
New Jersey
$2.78M -$14.6K -1,234 -0.6%
State Board of Administration of Florida Retirement System
72
State Board of Administration of Florida Retirement System
Florida
$2.78M
WBC
73
Westpac Banking Corp
Australia
$2.53M -$583K -49,168 -20%
UBS Group
74
UBS Group
Switzerland
$2.46M -$1.3M -109,804 -37%
MSL
75
Mackay Shields LLC
New York
$2.38M +$2.18M +183,980 New

APLE Hedge Fund Activity: Q4 2020 in Review

247 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Apple Hospitality REIT (APLE) for Q4 2020, worth a combined $2.04B — up 46% from $1.39B a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new APLE positions and 35 closed out — a net gain of 11 holders — while 72 added to existing stakes and 87 trimmed.

The largest buyer was Deutsche Bank, adding an estimated $66.2M. The largest seller was Brookfield Corp, exiting entirely with an estimated $53.8M sold.

  • 247 institutional investors held Apple Hospitality REIT (APLE) as of Q4 2020, up from 239 in Q3 2020.
  • Funds reported $2.04B of Apple Hospitality REIT stock for Q4 2020, up 46% quarter-over-quarter.
  • 46 funds opened new Apple Hospitality REIT positions in Q4 2020 and 35 closed out, a net change of +11 holders.
  • The largest Apple Hospitality REIT buyer in Q4 2020 was Deutsche Bank, an estimated $66.2M added.
  • The largest Apple Hospitality REIT seller in Q4 2020 was Brookfield Corp, an estimated $53.8M sold.

Based on aggregated 13F filings for Q4 2020.