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Apple Hospitality REIT

256 hedge funds and large institutions have $1.29B invested in Apple Hospitality REIT in 2020 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 100 increasing their positions, 87 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

95% more call options, than puts

Call options by funds: $3.65M | Put options by funds: $1.87M

15% more repeat investments, than reductions

Existing positions increased: 100 | Existing positions reduced: 87

10% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 40

0.96% more ownership

Funds ownership: 62.1%63.06% (+0.96%)

0% more funds holding

Funds holding: 255256 (+1)

43% less capital invested

Capital invested by funds: $2.25B → $1.29B (-$967M)

Holders
256
Holders Change
+1
Holders Change %
+0.39%
% of All Funds
5.64%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
44
Increased
100
Reduced
87
Closed
40
Calls
$3.65M
Puts
$1.87M
Net Calls
+$1.78M
Net Calls Change
+$3.02M
Name Holding Trade Value Shares
Change
Change in
Stake
SG Americas Securities
101
SG Americas Securities
New York
$698K -$401K -30,542 -29%
T. Rowe Price Associates
102
T. Rowe Price Associates
Maryland
$693K +$35.4K +2,693 +4%
CSS
103
Cubist Systematic Strategies
Connecticut
$672K +$399K +30,358 +71%
LPL Financial
104
LPL Financial
California
$658K +$172K +13,107 +22%
URS
105
Utah Retirement Systems
Utah
$657K +$44.6K +3,400 +5%
RA
106
RMR Advisors
Massachusetts
$655K
BC
107
Brinker Capital
Pennsylvania
$618K +$225K +17,162 +34%
HSBC Holdings
108
HSBC Holdings
United Kingdom
$590K -$547K -41,648 -39%
Nisa Investment Advisors
109
Nisa Investment Advisors
Missouri
$585K -$778K -59,292 -48%
PAM
110
Panagora Asset Management
Massachusetts
$583K
AL
111
Arnhold LLC
New York
$573K
CIC
112
Cornercap Investment Counsel
Georgia
$560K -$10K -765 -1%
Commonwealth Equity Services
113
Commonwealth Equity Services
Massachusetts
$557K +$193K +14,720 +32%
Citadel Advisors
114
Citadel Advisors
Florida
$545K -$2.23M -170,152 -74%
Zurich Cantonal Bank
115
Zurich Cantonal Bank
Switzerland
$530K +$75.7K +5,767 +11%
PAMU
116
Pictet Asset Management (UK)
United Kingdom
$530K +$159K +12,100 +26%
Envestnet Asset Management
117
Envestnet Asset Management
Illinois
$520K +$609K +46,422 +452%
Toronto Dominion Bank
118
Toronto Dominion Bank
Ontario, Canada
$514K +$735K +56,002 New
EVM
119
Eaton Vance Management
Massachusetts
$509K +$332K +25,285 +84%
Manulife (Manufacturers Life Insurance)
120
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$497K +$269K +20,500 +61%
Millennium Management
121
Millennium Management
New York
$495K +$226K +17,200 +47%
Mitsubishi UFJ Asset Management
122
Mitsubishi UFJ Asset Management
Japan
$483K +$112K +8,519 +19%
EIP
123
Ellis Investment Partners
Pennsylvania
$459K -$323K -24,579 -32%
ASRS
124
Arizona State Retirement System
Arizona
$458K +$656K +49,926 New
MML Investors Services
125
MML Investors Services
Massachusetts
$434K +$325K +24,761 +110%

APLE Hedge Fund Activity: Q1 2020 in Review

256 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Apple Hospitality REIT (APLE) for Q1 2020, worth a combined $1.29B — down 43% from $2.25B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new APLE positions and 40 closed out — a net gain of 4 holders — while 100 added to existing stakes and 87 trimmed.

The largest buyer was Invesco, adding an estimated $65.2M. The largest seller was BlackRock, cutting an estimated $34.4M.

  • 256 institutional investors held Apple Hospitality REIT (APLE) as of Q1 2020, up from 255 in Q4 2019.
  • Funds reported $1.29B of Apple Hospitality REIT stock for Q1 2020, down 43% quarter-over-quarter.
  • 44 funds opened new Apple Hospitality REIT positions in Q1 2020 and 40 closed out, a net change of +4 holders.
  • The largest Apple Hospitality REIT buyer in Q1 2020 was Invesco, an estimated $65.2M added.
  • The largest Apple Hospitality REIT seller in Q1 2020 was BlackRock, an estimated $34.4M sold.

Based on aggregated 13F filings for Q1 2020.