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Apple Hospitality REIT

239 hedge funds and large institutions have $1.39B invested in Apple Hospitality REIT in 2020 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 62 increasing their positions, 105 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more call options, than puts

Call options by funds: $2.54M | Put options by funds: $1.63M

0.63% less ownership

Funds ownership: 66.18%65.56% (-0.63%)

2% less capital invested

Capital invested by funds: $1.42B → $1.39B (-$30.2M)

4% less funds holding

Funds holding: 248239 (-9)

13% less first-time investments, than exits

New positions opened: 35 | Existing positions closed: 40

41% less repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 105

Holders
239
Holders Change
-9
Holders Change %
-3.63%
% of All Funds
4.82%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.04%
New
35
Increased
62
Reduced
105
Closed
40
Calls
$2.54M
Puts
$1.63M
Net Calls
+$910K
Net Calls Change
-$37K
Name Holding Trade Value Shares
Change
Change in
Stake
MIFH
101
Migdal Insurance & Financial Holdings
Israel
$649K +$650K +67,488 New
Mitsubishi UFJ Asset Management
102
Mitsubishi UFJ Asset Management
Japan
$646K +$76.9K +7,983 +13%
Canada Pension Plan Investment Board
103
Canada Pension Plan Investment Board
Ontario, Canada
$623K -$555K -57,600 -47%
NIPH
104
NN Investment Partners Holdings
Netherlands
$619K +$620K +64,400 New
ASRS
105
Arizona State Retirement System
Arizona
$615K +$154K +15,982 +33%
Zurich Cantonal Bank
106
Zurich Cantonal Bank
Switzerland
$608K
HSBC Holdings
107
HSBC Holdings
United Kingdom
$604K -$33K -3,423 -5%
HCM
108
HGI Capital Management
New York
$601K -$760K -78,949 -56%
AL
109
Arnhold LLC
New York
$600K
TIAAOA
110
Teachers Insurance & Annuity Association of America
New York
$598K -$181K -18,775 -23%
BCI
111
Brinker Capital Investments
Pennsylvania
$581K +$582K +60,411 New
LPL Financial
112
LPL Financial
California
$575K -$95.4K -9,902 -14%
SOADOR
113
State of Alaska Department of Revenue
Alaska
$575K +$3K +311 +0.5%
DCM
114
Dean Capital Management
Kansas
$570K -$57.4K -5,963 -9%
Osaic Holdings
115
Osaic Holdings
Arizona
$559K -$282K -29,329 -34%
PAMU
116
Pictet Asset Management (UK)
United Kingdom
$546K +$130K +13,500 +31%
Bank of Montreal
117
Bank of Montreal
Ontario, Canada
$496K -$1.53K -159 -0.3%
AA
118
ALPS Advisors
Colorado
$487K -$443K -45,974 -48%
CIA
119
Cascade Investment Advisors
Oregon
$480K +$19.3K +2,000 +4%
JMPWA
120
JP Morgan Private Wealth Advisors
California
$479K -$21.6K -2,241 -4%
ECM
121
EII Capital Management
New York
$474K -$112K -11,637 -19%
VI
122
Vestcor Inc
New Brunswick, Canada
$464K +$465K +48,254 New
IFG
123
Independent Financial Group
California
$449K -$973 -101 -0.2%
Manulife (Manufacturers Life Insurance)
124
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$449K -$72.2K -7,500 -14%
URS
125
Utah Retirement Systems
Utah
$448K -$271K -28,148 -38%

APLE Hedge Fund Activity: Q3 2020 in Review

239 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Apple Hospitality REIT (APLE) for Q3 2020, worth a combined $1.39B — down 2.1% from $1.42B a quarter earlier.

Sellers outnumbered buyers: 40 funds closed out of APLE and 35 opened new positions — a net loss of 5 holders — while 105 trimmed existing stakes and 62 added.

The largest buyer was Prudential Financial, adding an estimated $31.9M. The largest seller was Deutsche Bank, cutting an estimated $60.6M.

  • 239 institutional investors held Apple Hospitality REIT (APLE) as of Q3 2020, down from 248 in Q2 2020.
  • Funds reported $1.39B of Apple Hospitality REIT stock for Q3 2020, down 2.1% quarter-over-quarter.
  • 35 funds opened new Apple Hospitality REIT positions in Q3 2020 and 40 closed out, a net change of -5 holders.
  • The largest Apple Hospitality REIT buyer in Q3 2020 was Prudential Financial, an estimated $31.9M added.
  • The largest Apple Hospitality REIT seller in Q3 2020 was Deutsche Bank, an estimated $60.6M sold.

Based on aggregated 13F filings for Q3 2020.