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Apple Hospitality REIT

156 hedge funds and large institutions have $1.43B invested in Apple Hospitality REIT in 2016 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 63 increasing their positions, 47 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

275% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 8

34% more repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 47

15% more funds holding

Funds holding: 136156 (+20)

2.72% more ownership

Funds ownership: 40.9%43.62% (+2.7%)

3% more capital invested

Capital invested by funds: $1.39B → $1.43B (+$46.2M)

Holders
156
Holders Change
+20
Holders Change %
+14.71%
% of All Funds
4.16%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
30
Increased
63
Reduced
47
Closed
8
Calls
$259K
Puts
Net Calls
+$259K
Net Calls Change
+$259K
Name Holding Trade Value Shares
Change
Change in
Stake
PPA
76
Parametric Portfolio Associates
Washington
$690K +$33.1K +1,765 +5%
HSBC Holdings
77
HSBC Holdings
United Kingdom
$686K +$188K +10,048 +38%
BRWA
78
B. Riley Wealth Advisors
Florida
$648K +$79.3K +4,234 +14%
URS
79
Utah Retirement Systems
Utah
$624K +$33.7K +1,800 +6%
AQR Capital Management
80
AQR Capital Management
Connecticut
$603K +$601K +32,074 New
LPL Financial
81
LPL Financial
California
$595K -$744K -39,704 -56%
AG
82
Aperio Group
California
$589K +$587K +31,355 New
Bank of Montreal
83
Bank of Montreal
Ontario, Canada
$572K +$483K +25,800 +559%
MTB
84
Mizuho Trust & Banking
Japan
$566K +$19.8K +1,058 +4%
GCP
85
GSA Capital Partners
United Kingdom
$536K +$223K +11,883 +72%
CG
86
Clinton Group
New York
$530K +$528K +28,175 New
Principal Financial Group
87
Principal Financial Group
Iowa
$525K -$117K -6,258 -18%
ARTA
88
A.R.T. Advisors
New York
$521K +$197K +10,500 +61%
Thrivent Financial for Lutherans
89
Thrivent Financial for Lutherans
Minnesota
$506K +$71.2K +3,800 +16%
DC
90
Davenport & Co
Virginia
$506K +$131K +7,000 +35%
Mitsubishi UFJ Asset Management
91
Mitsubishi UFJ Asset Management
Japan
$482K +$18.7K +1,000 +4%
ACI
92
AMP Capital Investors
Australia
$481K -$136K -7,250 -22%
VKH
93
Virtu KCG Holdings
New York
$479K +$149K +7,957 +45%
Citigroup
94
Citigroup
New York
$477K -$298K -15,907 -39%
HEIP
95
Hudson Edge Investment Partners
New Jersey
$477K
B
96
Barings
North Carolina
$476K
BNP Paribas Financial Markets
97
BNP Paribas Financial Markets
France
$472K -$21.8K -1,165 -4%
NMERB
98
New Mexico Educational Retirement Board
New Mexico
$466K
IR
99
Invictus RG
Bermuda
$460K +$319K +17,040 +230%
Commonwealth Equity Services
100
Commonwealth Equity Services
Massachusetts
$443K +$32.5K +1,733 +8%

APLE Hedge Fund Activity: Q2 2016 in Review

156 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Apple Hospitality REIT (APLE) for Q2 2016, worth a combined $1.43B — up 3.3% from $1.39B a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new APLE positions and 8 closed out — a net gain of 22 holders — while 63 added to existing stakes and 47 trimmed.

The largest buyer was Vanguard Group, adding an estimated $18.8M. The largest seller was Arrowstreet Capital, cutting an estimated $4.17M.

  • 156 institutional investors held Apple Hospitality REIT (APLE) as of Q2 2016, up from 136 in Q1 2016.
  • Funds reported $1.43B of Apple Hospitality REIT stock for Q2 2016, up 3.3% quarter-over-quarter.
  • 30 funds opened new Apple Hospitality REIT positions in Q2 2016 and 8 closed out, a net change of +22 holders.
  • The largest Apple Hospitality REIT buyer in Q2 2016 was Vanguard Group, an estimated $18.8M added.
  • The largest Apple Hospitality REIT seller in Q2 2016 was Arrowstreet Capital, an estimated $4.17M sold.

Based on aggregated 13F filings for Q2 2016.