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Apple Hospitality REIT
APLE

193 hedge funds and large institutions have $1.92B invested in Apple Hospitality REIT in 2016 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 99 increasing their positions, 39 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,289% more call options, than puts

Call options by funds: $3.64M | Put options by funds: $262K

154% more repeat investments, than reductions

Existing positions increased: 99 | Existing positions reduced: 39

86% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 22

14% more capital invested

Capital invested by funds: $1.68B → $1.92B (+$234M)

8% more funds holding

Funds holding: 178 → 193 (+15)

1.95% more ownership

Funds ownership: 40.98% → 42.93% (+1.9%)

Holders
193
Holders Change
+15
Holders Change %
+8.43%
% of All Funds
4.83%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
41
Increased
99
Reduced
39
Closed
22
Calls
$3.64M
Puts
$262K
Net Calls
+$3.38M
Net Calls Change
+$3.12M

Top Buyers

1
Cohen & Steers
Cohen & Steers
New York
+$38.6M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$35.3M
3
Wells Fargo
Wells Fargo
California
+$32.6M
4
AllianceBernstein
AllianceBernstein
Tennessee
+$18.2M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$15.8M

Top Sellers

1
NI
Numeric Investors
Massachusetts
-$11.6M
2
Millennium Management
Millennium Management
New York
-$7.53M
3
Morgan Stanley
Morgan Stanley
New York
-$6.44M
4
American Century Companies
American Century Companies
Missouri
-$5.67M
5
Axa
Axa
France
-$5.03M
Name Holding Trade Value Shares
Change 		Change in
Stake
QC
76
Quadrature Capital
United Kingdom
$2.02M +$1.88M +101,275 New
BIM
77
BlackRock Investment Management
Delaware
$1.88M +$155K +8,340 +10%
SCA
78
Secor Capital Advisors
New York
$1.84M +$1.71M +92,169 New
Canada Life
79
Canada Life
Manitoba, Canada
$1.81M -$27.7K -1,490 -2%
State of Wisconsin Investment Board
80
State of Wisconsin Investment Board
Wisconsin
$1.78M -$288K -15,510 -15%
MFS
81
MSI Financial Services
Massachusetts
$1.66M +$1.4M +75,553 +1,030%
SOADOR
82
State of Alaska Department of Revenue
Alaska
$1.61M +$241K +12,950 +19%
BNP Paribas Financial Markets
83
BNP Paribas Financial Markets
France
$1.57M +$1.01M +54,079 +222%
Skandinaviska Enskilda Banken (SEB)
84
Skandinaviska Enskilda Banken (SEB)
Sweden
$1.54M -$1.25M -67,000 -46%
T. Rowe Price Associates
85
T. Rowe Price Associates
Maryland
$1.44M +$186 +10 +0%
JG
86
Jefferies Group
New York
$1.36M +$857K +46,091 +208%
Morgan Stanley
87
Morgan Stanley
New York
$1.35M -$6.44M -346,166 -84%
AG
88
Aperio Group
California
$1.34M +$269K +14,455 +27%
Baird Financial Group
89
Baird Financial Group
Wisconsin
$1.32M +$18.6K +1,000 +2%
Macquarie Group
90
Macquarie Group
Australia
$1.27M +$244K +13,100 +26%
VOYA Investment Management
91
VOYA Investment Management
Georgia
$1.12M +$1.45K +78 +0.1%
IAA
92
Independent Advisor Alliance
North Carolina
$1.12M +$1.03M +55,392 New
FCM
93
Flinton Capital Management
Pennsylvania
$1.11M +$1.03M +55,556 New
SCM
94
Stevens Capital Management
Pennsylvania
$1.07M +$806K +43,359 +422%
SAM
95
Shell Asset Management
Netherlands
$1.07M +$993K +53,401 New
CIA
96
Cascade Investment Advisors
Oregon
$1.06M +$990K +53,225 New
Squarepoint
97
Squarepoint
New York
$1.05M +$974K +52,400 New
GIM
98
Greenwich Investment Management
Connecticut
$998K +$655K +35,200 +238%
TAM
99
Tyers Asset Management
Texas
$914K +$851K +45,752 New
PNC Financial Services Group
100
PNC Financial Services Group
Pennsylvania
$852K +$427K +22,957 +117%
2 3
4
5 6

APLE Hedge Fund Activity: Q4 2016 in Review

193 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Apple Hospitality REIT (APLE) for Q4 2016, worth a combined $1.92B — up 14% from $1.68B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new APLE positions and 22 closed out — a net gain of 19 holders — while 99 added to existing stakes and 39 trimmed.

The largest buyer was Cohen & Steers, opening a new position worth an estimated $38.6M. The largest seller was Numeric Investors, exiting entirely with an estimated $11.6M sold.

  • 193 institutional investors held Apple Hospitality REIT (APLE) as of Q4 2016, up from 178 in Q3 2016.
  • Funds reported $1.92B of Apple Hospitality REIT stock for Q4 2016, up 14% quarter-over-quarter.
  • 41 funds opened new Apple Hospitality REIT positions in Q4 2016 and 22 closed out, a net change of +19 holders.
  • The largest Apple Hospitality REIT buyer in Q4 2016 was Cohen & Steers, an estimated $38.6M added.
  • The largest Apple Hospitality REIT seller in Q4 2016 was Numeric Investors, an estimated $11.6M sold.

Based on aggregated 13F filings for Q4 2016.