We are live on ! Find out more
APLE icon

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
MAM
101
Meeder Asset Management
Ohio
$999K +$977K +50,710 +18,851%
BRWA
102
B. Riley Wealth Advisors
Florida
$994K +$976K +50,612 New
Wellington Management Group
103
Wellington Management Group
Massachusetts
$958K
SAM
104
Shell Asset Management
Netherlands
$957K
Neuberger Berman Group
105
Neuberger Berman Group
New York
$942K +$926K +48,031 New
RJA
106
Raymond James & Associates
Florida
$911K -$88.6K -4,597 -9%
Rafferty Asset Management
107
Rafferty Asset Management
New York
$899K +$208K +10,771 +31%
State of Wisconsin Investment Board
108
State of Wisconsin Investment Board
Wisconsin
$845K +$6.79K +352 +0.8%
Bank of Montreal
109
Bank of Montreal
Ontario, Canada
$827K -$422K -21,900 -34%
Ameriprise
110
Ameriprise
Minnesota
$798K +$39.8K +2,066 +5%
SCM
111
Sterling Capital Management
North Carolina
$793K +$21K +1,089 +3%
AB
112
Amalgamated Bank
New York
$790K +$46.7K +2,424 +6%
ECM
113
EII Capital Management
New York
$769K -$361K -18,752 -32%
Schroder Investment Management Group
114
Schroder Investment Management Group
United Kingdom
$733K +$223K +11,566 +45%
PG
115
PEAK6 Group
Illinois
$704K +$108K +5,629 +19%
Creative Planning
116
Creative Planning
Kansas
$700K +$19.5K +1,010 +3%
MF
117
Magnetar Financial
Illinois
$674K +$663K +34,375 New
Russell Investments Group
118
Russell Investments Group
United Kingdom
$673K -$328K -17,002 -33%
SCM
119
Stevens Capital Management
Pennsylvania
$667K -$485K -25,148 -43%
D.E. Shaw & Co
120
D.E. Shaw & Co
New York
$666K -$2.43M -125,983 -79%
BNP Paribas Financial Markets
121
BNP Paribas Financial Markets
France
$663K -$749K -38,834 -53%
LTFS
122
Ladenburg Thalmann Financial Services
Florida
$662K -$141K -7,294 -18%
AIA
123
Arrow Investment Advisors
Maryland
$646K -$23.1K -1,200 -4%
PSUF
124
People's United Financial
Connecticut
$633K +$1.7K +88 +0.3%
HSBC Holdings
125
HSBC Holdings
United Kingdom
$623K +$75.9K +3,937 +14%

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.