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Apple Hospitality REIT
APLE

105 hedge funds and large institutions have $675M invested in Apple Hospitality REIT in 2015 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 33 increasing their positions, 21 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

880% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 5

154% more capital invested

Capital invested by funds: $266M → $675M (+$409M)

72% more funds holding

Funds holding: 61 → 105 (+44)

57% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 21

13.16% more ownership

Funds ownership: 7.57% → 20.73% (+13%)

Holders
105
Holders Change
+44
Holders Change %
+72.13%
% of All Funds
2.93%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
49
Increased
33
Reduced
21
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
+$193M
2
BIT
BlackRock Institutional Trust
California
+$47M
3
State Street
State Street
Massachusetts
+$23.1M
4
Northern Trust
Northern Trust
Illinois
+$20.1M
5
BG
BlackRock Group
United Kingdom
+$18.3M

Top Sellers

Rank Fund Capital Flow
1
Millennium Management
Millennium Management
New York
-$17.4M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$16.1M
3
Prudential Financial
Prudential Financial
New Jersey
-$4.37M
4
SEIA
Signature Estate & Investment Advisors
California
-$1.65M
5
Bank of America
Bank of America
North Carolina
-$1.24M
Name Holding Trade Value Shares
Change 		Change in
Stake
AIG
76
American International Group
New York
$333K +$183K +9,981 +125%
Rafferty Asset Management
77
Rafferty Asset Management
New York
$309K +$304K +16,633 New
GC
78
Guggenheim Capital
Illinois
$288K +$284K +15,514 New
New York State Teachers Retirement System (NYSTRS)
79
New York State Teachers Retirement System (NYSTRS)
New York
$279K +$275K +15,000 New
Thrivent Financial for Lutherans
80
Thrivent Financial for Lutherans
Minnesota
$279K +$275K +15,000 New
CCM
81
Cadence Capital Management
Massachusetts
$276K +$272K +14,840 New
PPA
82
Parametric Portfolio Associates
Washington
$269K +$67.7K +3,697 +34%
Renaissance Technologies
83
Renaissance Technologies
New York
$254K +$251K +13,700 New
Barclays
84
Barclays
United Kingdom
$253K +$191K +10,420 +282%
JHIU
85
Janus Henderson Investors US
Colorado
$249K +$245K +13,400 New
MLICM
86
Metropolitan Life Insurance Company (MetLife)
New York
$246K +$144K +7,842 +145%
RMAM
87
Raab & Moskowitz Asset Management
New Jersey
$217K -$23.8K -1,300 -10%
Acadian Asset Management
88
Acadian Asset Management
Massachusetts
$217K +$214K +11,671 New
BAM
89
Bruderman Asset Management
New York
$185K – – –
Credit Agricole
90
Credit Agricole
France
$176K +$174K +9,500 New
IGIM
91
I.G. Investment Management
Manitoba, Canada
$170K +$168K +9,177 New
RFC
92
Russell Frank Company
Washington
$133K +$119K +6,511 +996%
MFS
93
MSI Financial Services
Massachusetts
$112K +$111K +6,045 +60,450%
BJ
94
BlackRock Japan
Japan
$111K +$109K +5,980 New
Bank of Montreal
95
Bank of Montreal
Ontario, Canada
$108K -$16.1M -877,218 -99%
Public Employees Retirement Association of Colorado
96
Public Employees Retirement Association of Colorado
Colorado
$104K -$7.34K -401 -7%
Daiwa Securities Group
97
Daiwa Securities Group
Japan
$98K +$97K +5,300 New
LTFS
98
Ladenburg Thalmann Financial Services
Florida
$63K +$37.4K +2,043 +139%
Zurich Cantonal Bank
99
Zurich Cantonal Bank
Switzerland
$40K +$39.5K +2,157 New
PNC Financial Services Group
100
PNC Financial Services Group
Pennsylvania
$37K +$36.6K +2,000 New
1 2 3
4
5

APLE Hedge Fund Activity: Q3 2015 in Review

105 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Apple Hospitality REIT (APLE) for Q3 2015, worth a combined $675M — up 154% from $266M a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new APLE positions and 5 closed out — a net gain of 44 holders — while 33 added to existing stakes and 21 trimmed.

The largest buyer was Vanguard Group, adding an estimated $193M. The largest seller was Millennium Management, cutting an estimated $17.4M.

  • 105 institutional investors held Apple Hospitality REIT (APLE) as of Q3 2015, up from 61 in Q2 2015.
  • Funds reported $675M of Apple Hospitality REIT stock for Q3 2015, up 154% quarter-over-quarter.
  • 49 funds opened new Apple Hospitality REIT positions in Q3 2015 and 5 closed out, a net change of +44 holders.
  • The largest Apple Hospitality REIT buyer in Q3 2015 was Vanguard Group, an estimated $193M added.
  • The largest Apple Hospitality REIT seller in Q3 2015 was Millennium Management, an estimated $17.4M sold.

Based on aggregated 13F filings for Q3 2015.