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Apple Hospitality REIT

136 hedge funds and large institutions have $1.39B invested in Apple Hospitality REIT in 2016 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 58 increasing their positions, 44 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 13

32% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 44

3% more funds holding

Funds holding: 132136 (+4)

2.28% more ownership

Funds ownership: 38.62%40.9% (+2.3%)

23% less capital invested

Capital invested by funds: $1.8B → $1.39B (-$415M)

Holders
136
Holders Change
+4
Holders Change %
+3.03%
% of All Funds
3.62%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
18
Increased
58
Reduced
44
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Mitsubishi UFJ Asset Management
76
Mitsubishi UFJ Asset Management
Japan
$488K +$66.6K +3,474 +16%
BCM
77
Brookstone Capital Management
Illinois
$482K +$466K +24,313 New
Rafferty Asset Management
78
Rafferty Asset Management
New York
$459K +$146K +7,632 +49%
Thrivent Financial for Lutherans
79
Thrivent Financial for Lutherans
Minnesota
$458K +$155K +8,100 +54%
FAF
80
Första AP-fonden
Sweden
$452K +$437K +22,800 New
Commonwealth Equity Services
81
Commonwealth Equity Services
Massachusetts
$432K -$59.6K -3,105 -12%
CC
82
Cipher Capital
New York
$429K +$416K +21,688 New
M&T Bank
83
M&T Bank
New York
$421K -$42.6K -2,223 -9%
Ameriprise
84
Ameriprise
Minnesota
$413K +$154K +8,018 +62%
AB
85
Amalgamated Bank
New York
$405K +$33.3K +1,738 +9%
Teacher Retirement System of Texas
86
Teacher Retirement System of Texas
Texas
$404K +$98.5K +5,135 +34%
DC
87
Davenport & Co
Virginia
$394K +$382K +19,900 New
MC
88
Menta Capital
California
$391K -$683K -35,600 -64%
Creative Planning
89
Creative Planning
Kansas
$380K -$92K -4,799 -20%
RJFSA
90
Raymond James Financial Services Advisors
Florida
$380K
PNC Financial Services Group
91
PNC Financial Services Group
Pennsylvania
$377K +$327K +17,046 +852%
GF
92
Gerstein Fisher
New York
$371K +$359K +18,723 New
IRF
93
IBM Retirement Fund
New York
$353K -$436K -22,707 -56%
VKH
94
Virtu KCG Holdings
New York
$347K -$147K -7,683 -31%
AIG
95
American International Group
New York
$347K -$499 -26 -0.1%
ARTA
96
A.R.T. Advisors
New York
$340K -$234K -12,200 -42%
Tudor Investment Corp
97
Tudor Investment Corp
Connecticut
$334K +$323K +16,841 New
GCP
98
GSA Capital Partners
United Kingdom
$329K +$318K +16,600 New
Canada Life
99
Canada Life
Manitoba, Canada
$320K +$122K +6,339 +65%
MLICM
100
Metropolitan Life Insurance Company (MetLife)
New York
$265K -$422 -22 -0.2%

APLE Hedge Fund Activity: Q1 2016 in Review

136 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Apple Hospitality REIT (APLE) for Q1 2016, worth a combined $1.39B — down 23% from $1.8B a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new APLE positions and 13 closed out — a net gain of 5 holders — while 58 added to existing stakes and 44 trimmed.

The largest buyer was Vanguard Group, adding an estimated $27.7M. The largest seller was Americafirst Capital Management, exiting entirely with an estimated $457M sold.

  • 136 institutional investors held Apple Hospitality REIT (APLE) as of Q1 2016, up from 132 in Q4 2015.
  • Funds reported $1.39B of Apple Hospitality REIT stock for Q1 2016, down 23% quarter-over-quarter.
  • 18 funds opened new Apple Hospitality REIT positions in Q1 2016 and 13 closed out, a net change of +5 holders.
  • The largest Apple Hospitality REIT buyer in Q1 2016 was Vanguard Group, an estimated $27.7M added.
  • The largest Apple Hospitality REIT seller in Q1 2016 was Americafirst Capital Management, an estimated $457M sold.

Based on aggregated 13F filings for Q1 2016.