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Apple Hospitality REIT
APLE

178 hedge funds and large institutions have $1.68B invested in Apple Hospitality REIT in 2016 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 79 increasing their positions, 46 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

192% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 12

72% more repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 46

58% more call options, than puts

Call options by funds: $695K | Put options by funds: $441K

17% more capital invested

Capital invested by funds: $1.43B → $1.68B (+$249M)

14% more funds holding

Funds holding: 156 → 178 (+22)

2.64% less ownership

Funds ownership: 43.62% → 40.98% (-2.6%)

Holders
178
Holders Change
+22
Holders Change %
+14.1%
% of All Funds
4.75%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
35
Increased
79
Reduced
46
Closed
12
Calls
$695K
Puts
$441K
Net Calls
+$254K
Net Calls Change
-$5K

Top Buyers

1
Invesco
Invesco
Georgia
+$103M
2
SAMC
Shinko Asset Management Company
Japan
+$31.2M
3
HRES
Heitman Real Estate Securities
Illinois
+$23M
4
NI
Numeric Investors
Massachusetts
+$12.2M
5
Prudential Financial
Prudential Financial
New Jersey
+$12M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$3.49M
2
BIT
BlackRock Institutional Trust
California
-$2.67M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$2.28M
4
JHIU
Janus Henderson Investors US
Colorado
-$2.2M
5
FAF
Första AP-fonden
Sweden
-$1.93M
Name Holding Trade Value Shares
Change 		Change in
Stake
Wells Fargo
76
Wells Fargo
California
$1.23M +$421K +21,654 +48%
Baird Financial Group
77
Baird Financial Group
Wisconsin
$1.21M +$160K +8,250 +15%
OAC
78
OMERS Administration Corp
Ontario, Canada
$1.07M +$1.12M +57,700 New
Susquehanna International Group
79
Susquehanna International Group
Pennsylvania
$1.06M +$755K +38,892 +209%
AG
80
Aperio Group
California
$976K +$415K +21,368 +68%
Macquarie Group
81
Macquarie Group
Australia
$933K -$338K -17,400 -26%
EMG
82
Ellington Management Group
Connecticut
$859K +$901K +46,400 New
AIMCA
83
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$761K -$346K -17,800 -30%
Two Sigma Advisers
84
Two Sigma Advisers
New York
$720K +$756K +38,900 New
MTB
85
Mizuho Trust & Banking
Japan
$719K +$170K +8,762 +29%
Citadel Advisors
86
Citadel Advisors
Florida
$713K -$477K -24,576 -39%
LPL Financial
87
LPL Financial
California
$706K +$143K +7,360 +24%
URS
88
Utah Retirement Systems
Utah
$677K +$66K +3,400 +10%
CAN
89
Cetera Advisor Networks
California
$655K +$399K +20,534 +138%
ProShare Advisors
90
ProShare Advisors
Maryland
$654K -$101K -5,194 -13%
Thrivent Financial for Lutherans
91
Thrivent Financial for Lutherans
Minnesota
$642K +$151K +7,800 +29%
BRWA
92
B. Riley Wealth Advisors
Florida
$637K -$39 -2 -0%
Tudor Investment Corp
93
Tudor Investment Corp
Connecticut
$627K +$353K +18,199 +116%
JHIU
94
Janus Henderson Investors US
Colorado
$598K -$2.2M -113,500 -78%
DC
95
Davenport & Co
Virginia
$578K +$83.5K +4,300 +16%
NMERB
96
New Mexico Educational Retirement Board
New Mexico
$576K +$122K +6,300 +25%
IR
97
Invictus RG
Bermuda
$563K +$116K +5,967 +24%
SEI Investments
98
SEI Investments
Pennsylvania
$548K +$575K +29,583 New
Pacer Advisors
99
Pacer Advisors
Pennsylvania
$547K +$164K +8,458 +40%
Principal Financial Group
100
Principal Financial Group
Iowa
$539K +$22.5K +1,160 +4%
2 3
4
5 6

APLE Hedge Fund Activity: Q3 2016 in Review

178 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Apple Hospitality REIT (APLE) for Q3 2016, worth a combined $1.68B — up 17% from $1.43B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new APLE positions and 12 closed out — a net gain of 23 holders — while 79 added to existing stakes and 46 trimmed.

The largest buyer was Invesco, adding an estimated $103M. The largest seller was Goldman Sachs, cutting an estimated $3.49M.

  • 178 institutional investors held Apple Hospitality REIT (APLE) as of Q3 2016, up from 156 in Q2 2016.
  • Funds reported $1.68B of Apple Hospitality REIT stock for Q3 2016, up 17% quarter-over-quarter.
  • 35 funds opened new Apple Hospitality REIT positions in Q3 2016 and 12 closed out, a net change of +23 holders.
  • The largest Apple Hospitality REIT buyer in Q3 2016 was Invesco, an estimated $103M added.
  • The largest Apple Hospitality REIT seller in Q3 2016 was Goldman Sachs, an estimated $3.49M sold.

Based on aggregated 13F filings for Q3 2016.