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Apple Hospitality REIT

136 hedge funds and large institutions have $1.39B invested in Apple Hospitality REIT in 2016 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 58 increasing their positions, 44 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 13

32% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 44

3% more funds holding

Funds holding: 132136 (+4)

2.28% more ownership

Funds ownership: 38.62%40.9% (+2.3%)

23% less capital invested

Capital invested by funds: $1.8B → $1.39B (-$415M)

Holders
136
Holders Change
+4
Holders Change %
+3.03%
% of All Funds
3.62%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
18
Increased
58
Reduced
44
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JHIU
101
Janus Henderson Investors US
Colorado
$265K
RJA
102
Raymond James & Associates
Florida
$257K -$9.55K -498 -4%
NFA
103
Nationwide Fund Advisors
Ohio
$249K -$42.1K -2,193 -15%
CCM
104
Cadence Capital Management
Massachusetts
$224K -$5.06K -264 -2%
GP
105
Girard Partners
Pennsylvania
$223K +$216K +11,238 New
Credit Agricole
106
Credit Agricole
France
$199K -$1.92K -100 -1%
BAM
107
Bruderman Asset Management
New York
$198K
MAM
108
Meeder Asset Management
Ohio
$171K +$165K +8,623 New
BJ
109
BlackRock Japan
Japan
$163K +$2.69K +140 +2%
Zurich Cantonal Bank
110
Zurich Cantonal Bank
Switzerland
$155K +$2.72K +142 +2%
IR
111
Invictus RG
Bermuda
$147K +$142K +7,396 New
RFC
112
Russell Frank Company
Washington
$140K
LWM
113
Lenox Wealth Management
Ohio
$137K
FNBT
114
FineMark National Bank & Trust
Florida
$134K +$130K +6,765 New
Public Employees Retirement Association of Colorado
115
Public Employees Retirement Association of Colorado
Colorado
$112K -$173 -9 -0.2%
Daiwa Securities Group
116
Daiwa Securities Group
Japan
$109K +$5.75K +300 +6%
MFS
117
MSI Financial Services
Massachusetts
$94K -$152K -7,922 -62%
Bank of Montreal
118
Bank of Montreal
Ontario, Canada
$91K
Northwestern Mutual Wealth Management
119
Northwestern Mutual Wealth Management
Wisconsin
$84K
LTFS
120
Ladenburg Thalmann Financial Services
Florida
$79K +$25.6K +1,337 +48%
Manulife (Manufacturers Life Insurance)
121
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$77K +$74.7K +3,892 New
Federated Hermes
122
Federated Hermes
Pennsylvania
$73K +$21.1K +1,100 +42%
JP Morgan Chase
123
JP Morgan Chase
New York
$72K -$791K -41,236 -92%
Pacer Advisors
124
Pacer Advisors
Pennsylvania
$69K +$3.8K +198 +6%
PHK
125
Point72 Hong Kong
Hong Kong
$34K +$17.3K +900 +113%

APLE Hedge Fund Activity: Q1 2016 in Review

136 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Apple Hospitality REIT (APLE) for Q1 2016, worth a combined $1.39B — down 23% from $1.8B a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new APLE positions and 13 closed out — a net gain of 5 holders — while 58 added to existing stakes and 44 trimmed.

The largest buyer was Vanguard Group, adding an estimated $27.7M. The largest seller was Americafirst Capital Management, exiting entirely with an estimated $457M sold.

  • 136 institutional investors held Apple Hospitality REIT (APLE) as of Q1 2016, up from 132 in Q4 2015.
  • Funds reported $1.39B of Apple Hospitality REIT stock for Q1 2016, down 23% quarter-over-quarter.
  • 18 funds opened new Apple Hospitality REIT positions in Q1 2016 and 13 closed out, a net change of +5 holders.
  • The largest Apple Hospitality REIT buyer in Q1 2016 was Vanguard Group, an estimated $27.7M added.
  • The largest Apple Hospitality REIT seller in Q1 2016 was Americafirst Capital Management, an estimated $457M sold.

Based on aggregated 13F filings for Q1 2016.