We are live on ! Find out more
APLE icon

Apple Hospitality REIT

236 hedge funds and large institutions have $2.75B invested in Apple Hospitality REIT in 2021 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 84 increasing their positions, 72 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

65% more call options, than puts

Call options by funds: $7M | Put options by funds: $4.24M

17% more repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 72

16% more capital invested

Capital invested by funds: $2.36B → $2.75B (+$386M)

7.93% more ownership

Funds ownership: 72.63%80.56% (+7.9%)

7% less funds holding

Funds holding: 253236 (-17)

31% less first-time investments, than exits

New positions opened: 33 | Existing positions closed: 48

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
236
Holders Change
-17
Holders Change %
-6.72%
% of All Funds
4.11%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
33
Increased
84
Reduced
72
Closed
48
Calls
$7M
Puts
$4.24M
Net Calls
+$2.76M
Net Calls Change
+$821K
Name Holding Trade Value Shares
Change
Change in
Stake
Canada Life
76
Canada Life
Manitoba, Canada
$2.27M -$25.8K -1,657 -1%
UBS Group
77
UBS Group
Switzerland
$2.22M -$1.09M -70,397 -33%
Amundi
78
Amundi
France
$2.09M +$2.12M +136,701 New
Zurich Cantonal Bank
79
Zurich Cantonal Bank
Switzerland
$1.92M +$77.4K +4,983 +4%
VI
80
Vestcor Inc
New Brunswick, Canada
$1.88M +$1.92M +123,249 New
ESCM
81
Echo Street Capital Management
New York
$1.86M +$1.9M +122,050 New
Manulife (Manufacturers Life Insurance)
82
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.79M +$1.82M +117,078 New
Thrivent Financial for Lutherans
83
Thrivent Financial for Lutherans
Minnesota
$1.76M +$92.2K +5,934 +5%
DekaBank Deutsche Girozentrale
84
DekaBank Deutsche Girozentrale
Germany
$1.72M -$220K -14,127 -11%
First Trust Advisors
85
First Trust Advisors
Illinois
$1.5M -$333K -21,410 -18%
ZCM
86
Ziegler Capital Management
Illinois
$1.48M +$48K +3,087 +3%
IA
87
IndexIQ Advisors
New York
$1.42M +$164K +10,540 +13%
DCM
88
Dupont Capital Management
Delaware
$1.34M
SOADOR
89
State of Alaska Department of Revenue
Alaska
$1.34M +$97.7K +6,289 +8%
LPL Financial
90
LPL Financial
California
$1.33M +$113K +7,292 +9%
Bank of Montreal
91
Bank of Montreal
Ontario, Canada
$1.32M +$302K +19,446 +28%
CIC
92
Cornercap Investment Counsel
Georgia
$1.26M +$6.4K +412 +0.5%
WG
93
Winton Group
United Kingdom
$1.25M -$166K -10,706 -12%
TCA
94
Taconic Capital Advisors
New York
$1.22M
Susquehanna International Group
95
Susquehanna International Group
Pennsylvania
$1.22M -$32.7K -2,104 -3%
Mitsubishi UFJ Asset Management
96
Mitsubishi UFJ Asset Management
Japan
$1.21M +$124K +7,992 +11%
CSS
97
Cubist Systematic Strategies
Connecticut
$1.21M -$4.42M -284,452 -78%
PAMU
98
Pictet Asset Management (UK)
United Kingdom
$1.18M +$473K +30,418 +64%
KeyBank National Association
99
KeyBank National Association
Ohio
$1.18M +$1.2M +77,250 New
VOYA Investment Management
100
VOYA Investment Management
Georgia
$1.17M +$730K +46,955 +157%

APLE Hedge Fund Activity: Q2 2021 in Review

236 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Apple Hospitality REIT (APLE) for Q2 2021, worth a combined $2.75B — up 16% from $2.36B a quarter earlier.

Sellers outnumbered buyers: 48 funds closed out of APLE and 33 opened new positions — a net loss of 15 holders — while 72 trimmed existing stakes and 84 added.

The largest buyer was Victory Capital Management, adding an estimated $112M. The largest seller was Centersquare Investment Management, cutting an estimated $22.2M.

  • 236 institutional investors held Apple Hospitality REIT (APLE) as of Q2 2021, down from 253 in Q1 2021.
  • Funds reported $2.75B of Apple Hospitality REIT stock for Q2 2021, up 16% quarter-over-quarter.
  • 33 funds opened new Apple Hospitality REIT positions in Q2 2021 and 48 closed out, a net change of -15 holders.
  • The largest Apple Hospitality REIT buyer in Q2 2021 was Victory Capital Management, an estimated $112M added.
  • The largest Apple Hospitality REIT seller in Q2 2021 was Centersquare Investment Management, an estimated $22.2M sold.

Based on aggregated 13F filings for Q2 2021.