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Apple Hospitality REIT

220 hedge funds and large institutions have $2.46B invested in Apple Hospitality REIT in 2017 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 93 increasing their positions, 64 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 18

45% more repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 64

33% more call options, than puts

Call options by funds: $1.48M | Put options by funds: $1.11M

13% more capital invested

Capital invested by funds: $2.18B → $2.46B (+$277M)

10% more funds holding

Funds holding: 200220 (+20)

4.56% more ownership

Funds ownership: 51.71%56.27% (+4.6%)

Holders
220
Holders Change
+20
Holders Change %
+10%
% of All Funds
4.99%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
39
Increased
93
Reduced
64
Closed
18
Calls
$1.48M
Puts
$1.11M
Net Calls
+$365K
Net Calls Change
-$3.39M
Name Holding Trade Value Shares
Change
Change in
Stake
GCP
76
GSA Capital Partners
United Kingdom
$2.31M -$63K -3,266 -3%
GIM
77
Greenwich Investment Management
Connecticut
$2.28M +$1.58K +82 +0.1%
ACI
78
AMP Capital Investors
Australia
$2.25M +$548K +28,412 +33%
CBOR
79
Community Bank of Raymore
Missouri
$2.21M +$154K +8,000 +8%
QI
80
QS Investors
New York
$2.1M +$252K +13,092 +14%
SEIA
81
Signature Estate & Investment Advisors
California
$2.05M -$1.4M -72,692 -41%
VLKIM
82
Van Lanschot Kempen Investment Management
Netherlands
$2.04M -$400K -20,729 -17%
State of New Jersey Common Pension Fund D
83
State of New Jersey Common Pension Fund D
New Jersey
$1.88M +$723K +37,500 +64%
GXMC
84
Global X Management Company
New York
$1.78M +$312K +16,175 +22%
HI
85
Honeywell International
North Carolina
$1.71M
DCM
86
Dupont Capital Management
Delaware
$1.7M +$1.67M +86,560 New
Susquehanna International Group
87
Susquehanna International Group
Pennsylvania
$1.65M -$2.41M -124,858 -60%
SFM
88
Systematic Financial Management
New Jersey
$1.53M -$121K -6,300 -7%
Skandinaviska Enskilda Banken (SEB)
89
Skandinaviska Enskilda Banken (SEB)
Sweden
$1.43M -$146K -7,600 -9%
T. Rowe Price Associates
90
T. Rowe Price Associates
Maryland
$1.42M +$3.55K +184 +0.3%
RA
91
RMR Advisors
Massachusetts
$1.4M +$1.18M +61,400 +614%
Macquarie Group
92
Macquarie Group
Australia
$1.32M -$245K -12,712 -19%
Stifel Financial
93
Stifel Financial
Missouri
$1.28M -$34.9K -1,813 -3%
JG
94
Jefferies Group
New York
$1.24M +$385K +20,000 +46%
VOYA Investment Management
95
VOYA Investment Management
Georgia
$1.22M -$42.4K -2,199 -3%
CIA
96
Cascade Investment Advisors
Oregon
$1.16M -$8.67K -450 -0.8%
URS
97
Utah Retirement Systems
Utah
$1.09M +$59.8K +3,100 +6%
ProShare Advisors
98
ProShare Advisors
Maryland
$1.09M +$123K +6,360 +13%
IAA
99
Independent Advisor Alliance
North Carolina
$1.04M -$96.4K -5,000 -9%
Two Sigma Investments
100
Two Sigma Investments
New York
$1.03M +$1.02M +52,700 New

APLE Hedge Fund Activity: Q4 2017 in Review

220 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Apple Hospitality REIT (APLE) for Q4 2017, worth a combined $2.46B — up 13% from $2.18B a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new APLE positions and 18 closed out — a net gain of 21 holders — while 93 added to existing stakes and 64 trimmed.

The largest buyer was PGGM Investments, opening a new position worth an estimated $69.8M. The largest seller was Daiwa Securities Group, cutting an estimated $15.6M.

  • 220 institutional investors held Apple Hospitality REIT (APLE) as of Q4 2017, up from 200 in Q3 2017.
  • Funds reported $2.46B of Apple Hospitality REIT stock for Q4 2017, up 13% quarter-over-quarter.
  • 39 funds opened new Apple Hospitality REIT positions in Q4 2017 and 18 closed out, a net change of +21 holders.
  • The largest Apple Hospitality REIT buyer in Q4 2017 was PGGM Investments, an estimated $69.8M added.
  • The largest Apple Hospitality REIT seller in Q4 2017 was Daiwa Securities Group, an estimated $15.6M sold.

Based on aggregated 13F filings for Q4 2017.