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Apple Hospitality REIT
APLE

200 hedge funds and large institutions have $2.18B invested in Apple Hospitality REIT in 2017 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 102 increasing their positions, 52 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

268% more call options, than puts

Call options by funds: $5.16M | Put options by funds: $1.4M

96% more repeat investments, than reductions

Existing positions increased: 102 | Existing positions reduced: 52

1.58% more ownership

Funds ownership: 50.13% → 51.71% (+1.6%)

4% more capital invested

Capital invested by funds: $2.09B → $2.18B (+$89M)

1% less funds holding

Funds holding: 202 → 200 (-2)

5% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 19

Holders
200
Holders Change
-2
Holders Change %
-0.99%
% of All Funds
4.99%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
18
Increased
102
Reduced
52
Closed
19
Calls
$5.16M
Puts
$1.4M
Net Calls
+$3.75M
Net Calls Change
-$364K

Top Buyers

1
BlackRock
BlackRock
New York
+$20.6M
2
Daiwa Securities Group
Daiwa Securities Group
Japan
+$15M
3
State Street
State Street
Massachusetts
+$13.7M
4
Charles Schwab
Charles Schwab
California
+$10.7M
5
Cohen & Steers
Cohen & Steers
New York
+$9.31M

Top Sellers

1
Invesco
Invesco
Georgia
-$50.3M
2
N
Nuveen
North Carolina
-$13.8M
3
Acadian Asset Management
Acadian Asset Management
Massachusetts
-$8M
4
Norges Bank
Norges Bank
Norway
-$6.5M
5
Russell Investments Group
Russell Investments Group
United Kingdom
-$3.45M
Name Holding Trade Value Shares
Change 		Change in
Stake
AOWM
76
Alpha Omega Wealth Management
Virginia
$1.96M +$105K +5,732 +6%
Teacher Retirement System of Texas
77
Teacher Retirement System of Texas
Texas
$1.96M +$1.59M +86,806 +510%
Royal Bank of Canada
78
Royal Bank of Canada
Ontario, Canada
$1.89M +$1.18M +64,570 +182%
QI
79
QS Investors
New York
$1.78M +$1.01M +55,040 +140%
Deutsche Bank
80
Deutsche Bank
Germany
$1.77M +$120K +6,569 +8%
HI
81
Honeywell International
North Carolina
$1.65M +$574K +31,295 +56%
ACI
82
AMP Capital Investors
Australia
$1.64M +$988K +53,900 +165%
SFM
83
Systematic Financial Management
New Jersey
$1.59M -$82.5K -4,500 -5%
Skandinaviska Enskilda Banken (SEB)
84
Skandinaviska Enskilda Banken (SEB)
Sweden
$1.52M +$961K +52,400 +188%
GXMC
85
Global X Management Company
New York
$1.41M +$231K +12,618 +20%
BNP Paribas Financial Markets
86
BNP Paribas Financial Markets
France
$1.37M -$849K -46,327 -39%
T. Rowe Price Associates
87
T. Rowe Price Associates
Maryland
$1.36M – – –
Macquarie Group
88
Macquarie Group
Australia
$1.3M +$53.2K +2,900 +4%
Lido Advisors
89
Lido Advisors
California
$1.3M +$971K +52,940 +340%
Stifel Financial
90
Stifel Financial
Missouri
$1.27M +$9.74K +531 +0.8%
VOYA Investment Management
91
VOYA Investment Management
Georgia
$1.22M – – –
Bank of Montreal
92
Bank of Montreal
Ontario, Canada
$1.21M -$367K -20,000 -24%
CIA
93
Cascade Investment Advisors
Oregon
$1.13M +$49K +2,675 +5%
SCM
94
Stevens Capital Management
Pennsylvania
$1.12M +$1.08M +59,150 New
Thrivent Financial for Lutherans
95
Thrivent Financial for Lutherans
Minnesota
$1.11M -$22K -1,200 -2%
State of New Jersey Common Pension Fund D
96
State of New Jersey Common Pension Fund D
New Jersey
$1.11M – – –
IAA
97
Independent Advisor Alliance
North Carolina
$1.11M +$54.2K +2,956 +5%
ECM
98
EII Capital Management
New York
$1.1M +$1.06M +57,982 New
Acadian Asset Management
99
Acadian Asset Management
Massachusetts
$1.05M -$8M -436,374 -89%
URS
100
Utah Retirement Systems
Utah
$996K +$3.67K +200 +0.4%
2 3
4
5 6

APLE Hedge Fund Activity: Q3 2017 in Review

200 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Apple Hospitality REIT (APLE) for Q3 2017, worth a combined $2.18B — up 4.3% from $2.09B a quarter earlier.

Sellers outnumbered buyers: 19 funds closed out of APLE and 18 opened new positions — a net loss of 1 holder — while 52 trimmed existing stakes and 102 added.

The largest buyer was BlackRock, adding an estimated $20.6M. The largest seller was Invesco, cutting an estimated $50.3M.

  • 200 institutional investors held Apple Hospitality REIT (APLE) as of Q3 2017, down from 202 in Q2 2017.
  • Funds reported $2.18B of Apple Hospitality REIT stock for Q3 2017, up 4.3% quarter-over-quarter.
  • 18 funds opened new Apple Hospitality REIT positions in Q3 2017 and 19 closed out, a net change of -1 holder.
  • The largest Apple Hospitality REIT buyer in Q3 2017 was BlackRock, an estimated $20.6M added.
  • The largest Apple Hospitality REIT seller in Q3 2017 was Invesco, an estimated $50.3M sold.

Based on aggregated 13F filings for Q3 2017.