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Apple Hospitality REIT

178 hedge funds and large institutions have $1.68B invested in Apple Hospitality REIT in 2016 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 79 increasing their positions, 46 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

192% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 12

72% more repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 46

58% more call options, than puts

Call options by funds: $695K | Put options by funds: $441K

17% more capital invested

Capital invested by funds: $1.43B → $1.68B (+$249M)

14% more funds holding

Funds holding: 156178 (+22)

2.64% less ownership

Funds ownership: 43.62%40.98% (-2.6%)

Holders
178
Holders Change
+22
Holders Change %
+14.1%
% of All Funds
4.75%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
35
Increased
79
Reduced
46
Closed
12
Calls
$695K
Puts
$441K
Net Calls
+$254K
Net Calls Change
-$5K
Name Holding Trade Value Shares
Change
Change in
Stake
GF
101
Gerstein Fisher
New York
$513K +$174K +8,965 +48%
ACI
102
AMP Capital Investors
Australia
$477K -$1.94K -100 -0.4%
Mitsubishi UFJ Asset Management
103
Mitsubishi UFJ Asset Management
Japan
$477K +$2.74K +141 +0.6%
HEIP
104
Hudson Edge Investment Partners
New Jersey
$467K -$1.67K -86 -0.3%
AQR Capital Management
105
AQR Capital Management
Connecticut
$461K -$139K -7,173 -22%
HSBC Holdings
106
HSBC Holdings
United Kingdom
$452K -$234K -12,038 -33%
BNP Paribas Financial Markets
107
BNP Paribas Financial Markets
France
$450K -$14.8K -761 -3%
Renaissance Technologies
108
Renaissance Technologies
New York
$428K +$449K +23,100 New
SG Americas Securities
109
SG Americas Securities
New York
$419K -$541K -27,860 -55%
JG
110
Jefferies Group
New York
$409K +$430K +22,119 New
Creative Planning
111
Creative Planning
Kansas
$394K +$69.4K +3,573 +20%
GCP
112
GSA Capital Partners
United Kingdom
$376K -$158K -8,155 -29%
Commonwealth Equity Services
113
Commonwealth Equity Services
Massachusetts
$376K -$62.6K -3,222 -14%
ARTA
114
A.R.T. Advisors
New York
$370K -$149K -7,688 -28%
AB
115
Amalgamated Bank
New York
$369K +$1.15K +59 +0.3%
PNC Financial Services Group
116
PNC Financial Services Group
Pennsylvania
$364K +$2.19K +113 +0.6%
N
117
Nuveen
North Carolina
$350K -$77.7K -4,000 -17%
LIMS
118
Lasalle Investment Management Securities
Maryland
$346K +$363K +18,669 New
RJFSA
119
Raymond James Financial Services Advisors
Florida
$339K -$41.3K -2,127 -10%
Teacher Retirement System of Texas
120
Teacher Retirement System of Texas
Texas
$328K -$109K -5,606 -24%
RJA
121
Raymond James & Associates
Florida
$324K +$26.1K +1,346 +8%
M&T Bank
122
M&T Bank
New York
$309K -$27.1K -1,396 -8%
LTFS
123
Ladenburg Thalmann Financial Services
Florida
$309K +$88.6K +4,560 +38%
VKH
124
Virtu KCG Holdings
New York
$302K -$177K -9,124 -36%
IRF
125
IBM Retirement Fund
New York
$290K -$17.5K -902 -5%

APLE Hedge Fund Activity: Q3 2016 in Review

178 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Apple Hospitality REIT (APLE) for Q3 2016, worth a combined $1.68B — up 17% from $1.43B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new APLE positions and 12 closed out — a net gain of 23 holders — while 79 added to existing stakes and 46 trimmed.

The largest buyer was Invesco, adding an estimated $103M. The largest seller was Goldman Sachs, cutting an estimated $3.49M.

  • 178 institutional investors held Apple Hospitality REIT (APLE) as of Q3 2016, up from 156 in Q2 2016.
  • Funds reported $1.68B of Apple Hospitality REIT stock for Q3 2016, up 17% quarter-over-quarter.
  • 35 funds opened new Apple Hospitality REIT positions in Q3 2016 and 12 closed out, a net change of +23 holders.
  • The largest Apple Hospitality REIT buyer in Q3 2016 was Invesco, an estimated $103M added.
  • The largest Apple Hospitality REIT seller in Q3 2016 was Goldman Sachs, an estimated $3.49M sold.

Based on aggregated 13F filings for Q3 2016.