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Apple Hospitality REIT

248 hedge funds and large institutions have $1.42B invested in Apple Hospitality REIT in 2020 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 74 increasing their positions, 105 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

65% more call options, than puts

Call options by funds: $2.41M | Put options by funds: $1.47M

11% more capital invested

Capital invested by funds: $1.29B → $1.42B (+$139M)

3.12% more ownership

Funds ownership: 63.06%66.18% (+3.1%)

3% less funds holding

Funds holding: 256248 (-8)

11% less first-time investments, than exits

New positions opened: 41 | Existing positions closed: 46

30% less repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 105

Holders
248
Holders Change
-8
Holders Change %
-3.13%
% of All Funds
5.09%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
41
Increased
74
Reduced
105
Closed
46
Calls
$2.41M
Puts
$1.47M
Net Calls
+$947K
Net Calls Change
-$835K
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
101
LPL Financial
California
$673K -$18.9K -1,984 -3%
HSBC Holdings
102
HSBC Holdings
United Kingdom
$630K +$5.99K +630 +1%
DCM
103
Dean Capital Management
Kansas
$630K +$233K +24,553 +60%
Zurich Cantonal Bank
104
Zurich Cantonal Bank
Switzerland
$611K +$52.3K +5,506 +10%
AL
105
Arnhold LLC
New York
$603K
Man Group
106
Man Group
United Kingdom
$602K +$242K +25,412 +69%
MAM
107
Meeder Asset Management
Ohio
$593K -$230K -24,206 -28%
ECM
108
EII Capital Management
New York
$589K +$254K +26,743 +78%
Mitsubishi UFJ Trust & Banking
109
Mitsubishi UFJ Trust & Banking
Japan
$585K +$172K +18,100 +43%
SOADOR
110
State of Alaska Department of Revenue
Alaska
$575K -$408K -42,887 -42%
Mitsubishi UFJ Asset Management
111
Mitsubishi UFJ Asset Management
Japan
$572K +$62K +6,522 +12%
BC
112
Brinker Capital
Pennsylvania
$570K -$79.6K -8,371 -12%
DCM
113
Dupont Capital Management
Delaware
$543K +$279K +29,392 +110%
Manulife (Manufacturers Life Insurance)
114
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$534K
CSS
115
Cubist Systematic Strategies
Connecticut
$524K -$181K -19,076 -26%
Envestnet Asset Management
116
Envestnet Asset Management
Illinois
$507K -$40K -4,212 -7%
JMPWA
117
JP Morgan Private Wealth Advisors
California
$503K +$319K +33,607 +182%
JPC
118
Jabodon PT Co
Nevada
$494K +$486K +51,169 New
Rafferty Asset Management
119
Rafferty Asset Management
New York
$483K +$476K +50,040 New
BFM
120
Boothbay Fund Management
New York
$475K +$352K +36,983 +302%
Toronto Dominion Bank
121
Toronto Dominion Bank
Ontario, Canada
$473K -$67.1K -7,059 -13%
ASRS
122
Arizona State Retirement System
Arizona
$464K -$18.3K -1,925 -4%
SSA
123
Schonfeld Strategic Advisors
New York
$464K +$457K +48,051 New
CIA
124
Cascade Investment Advisors
Oregon
$463K +$19.5K +2,050 +4%
IFG
125
Independent Financial Group
California
$453K

APLE Hedge Fund Activity: Q2 2020 in Review

248 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Apple Hospitality REIT (APLE) for Q2 2020, worth a combined $1.42B — up 11% from $1.29B a quarter earlier.

Sellers outnumbered buyers: 46 funds closed out of APLE and 41 opened new positions — a net loss of 5 holders — while 105 trimmed existing stakes and 74 added.

The largest buyer was Deutsche Bank, adding an estimated $60M. The largest seller was Eminence Capital, exiting entirely with an estimated $26.1M sold.

  • 248 institutional investors held Apple Hospitality REIT (APLE) as of Q2 2020, down from 256 in Q1 2020.
  • Funds reported $1.42B of Apple Hospitality REIT stock for Q2 2020, up 11% quarter-over-quarter.
  • 41 funds opened new Apple Hospitality REIT positions in Q2 2020 and 46 closed out, a net change of -5 holders.
  • The largest Apple Hospitality REIT buyer in Q2 2020 was Deutsche Bank, an estimated $60M added.
  • The largest Apple Hospitality REIT seller in Q2 2020 was Eminence Capital, an estimated $26.1M sold.

Based on aggregated 13F filings for Q2 2020.