We are live on ! Find out more
APLE icon

Apple Hospitality REIT
APLE

241 hedge funds and large institutions have $2.89B invested in Apple Hospitality REIT in 2021 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 85 increasing their positions, 79 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

104% more call options, than puts

Call options by funds: $5.98M | Put options by funds: $2.93M

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

28% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 25

5% more capital invested

Capital invested by funds: $2.75B → $2.89B (+$143M)

2% more funds holding

Funds holding: 236 → 241 (+5)

8% more repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 79

0.1% less ownership

Funds ownership: 80.56% → 80.46% (-0.1%)

Holders
241
Holders Change
+5
Holders Change %
+2.12%
% of All Funds
4.22%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
32
Increased
85
Reduced
79
Closed
25
Calls
$5.98M
Puts
$2.93M
Net Calls
+$3.05M
Net Calls Change
+$288K

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$53.1M
2
HRES
Heitman Real Estate Securities
Illinois
+$45.5M
3
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
+$19.3M
4
Victory Capital Management
Victory Capital Management
Texas
+$13.1M
5
Ameriprise
Ameriprise
Minnesota
+$11.7M

Top Sellers

Rank Fund Capital Flow
1
Invesco
Invesco
Georgia
-$47.5M
2
Citadel Advisors
Citadel Advisors
Florida
-$42.9M
3
Millennium Management
Millennium Management
New York
-$13.1M
4
BlackRock
BlackRock
New York
-$13M
5
Northern Trust
Northern Trust
Illinois
-$12.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
IMPI
76
Ilmarinen Mutual Pension Insurance
Finland
$2.99M – – –
Canada Pension Plan Investment Board
77
Canada Pension Plan Investment Board
Ontario, Canada
$2.91M -$75K -5,000 -3%
Canada Life
78
Canada Life
Manitoba, Canada
$2.84M +$451K +30,056 +20%
Nomura Asset Management
79
Nomura Asset Management
Japan
$2.72M +$118K +7,900 +5%
SG Americas Securities
80
SG Americas Securities
New York
$2.62M +$1.96M +130,994 +369%
LSV Asset Management
81
LSV Asset Management
Illinois
$2.57M – – –
D.E. Shaw & Co
82
D.E. Shaw & Co
New York
$2.51M -$1.66M -110,864 -41%
CBOR
83
Community Bank of Raymore
Missouri
$2.48M – – –
Boston Partners
84
Boston Partners
Massachusetts
$2.22M -$368K -24,551 -15%
CSS
85
Cubist Systematic Strategies
Connecticut
$2.1M +$820K +54,708 +69%
Thrivent Financial for Lutherans
86
Thrivent Financial for Lutherans
Minnesota
$2.1M +$268K +17,900 +15%
Zurich Cantonal Bank
87
Zurich Cantonal Bank
Switzerland
$1.98M – – –
Amundi
88
Amundi
France
$1.91M -$230K -15,353 -11%
Allianz Asset Management
89
Allianz Asset Management
Germany
$1.9M +$1.81M +120,738 New
AIG
90
American International Group
New York
$1.85M -$4.86K -324 -0.3%
Bank of Montreal
91
Bank of Montreal
Ontario, Canada
$1.81M +$354K +23,600 +27%
SOADOR
92
State of Alaska Department of Revenue
Alaska
$1.73M +$337K +22,465 +26%
Manulife (Manufacturers Life Insurance)
93
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.72M -$120K -7,991 -7%
ZCM
94
Ziegler Capital Management
Illinois
$1.48M -$47.7K -3,182 -3%
KeyBank National Association
95
KeyBank National Association
Ohio
$1.34M +$117K +7,815 +10%
Mitsubishi UFJ Asset Management
96
Mitsubishi UFJ Asset Management
Japan
$1.33M +$79.2K +5,284 +7%
LPL Financial
97
LPL Financial
California
$1.33M -$41.3K -2,756 -3%
PAMS
98
Pictet Asset Management (Switzerland)
Switzerland
$1.3M +$1.24M +82,406 New
DekaBank Deutsche Girozentrale
99
DekaBank Deutsche Girozentrale
Germany
$1.29M -$480K -32,005 -28%
First Trust Advisors
100
First Trust Advisors
Illinois
$1.27M -$262K -17,464 -18%
2 3
4
5 6

APLE Hedge Fund Activity: Q3 2021 in Review

241 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Apple Hospitality REIT (APLE) for Q3 2021, worth a combined $2.89B — up 5.2% from $2.75B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new APLE positions and 25 closed out — a net gain of 7 holders — while 85 added to existing stakes and 79 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $53.1M. The largest seller was Invesco, cutting an estimated $47.5M.

  • 241 institutional investors held Apple Hospitality REIT (APLE) as of Q3 2021, up from 236 in Q2 2021.
  • Funds reported $2.89B of Apple Hospitality REIT stock for Q3 2021, up 5.2% quarter-over-quarter.
  • 32 funds opened new Apple Hospitality REIT positions in Q3 2021 and 25 closed out, a net change of +7 holders.
  • The largest Apple Hospitality REIT buyer in Q3 2021 was JP Morgan Chase, an estimated $53.1M added.
  • The largest Apple Hospitality REIT seller in Q3 2021 was Invesco, an estimated $47.5M sold.

Based on aggregated 13F filings for Q3 2021.