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Apple Hospitality REIT

247 hedge funds and large institutions have $2.04B invested in Apple Hospitality REIT in 2020 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 72 increasing their positions, 87 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more call options, than puts

Call options by funds: $5.96M | Put options by funds: $2.75M

46% more capital invested

Capital invested by funds: $1.39B → $2.04B (+$641M)

31% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 35

5.08% more ownership

Funds ownership: 65.56%70.63% (+5.1%)

3% more funds holding

Funds holding: 239247 (+8)

17% less repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 87

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
247
Holders Change
+8
Holders Change %
+3.35%
% of All Funds
4.37%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
46
Increased
72
Reduced
87
Closed
35
Calls
$5.96M
Puts
$2.75M
Net Calls
+$3.21M
Net Calls Change
+$2.3M
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
101
LPL Financial
California
$925K +$140K +11,831 +20%
CIC
102
Cornercap Investment Counsel
Georgia
$880K -$293K -24,671 -31%
Mitsubishi UFJ Asset Management
103
Mitsubishi UFJ Asset Management
Japan
$874K +$5.64K +475 +0.7%
Barclays
104
Barclays
United Kingdom
$860K -$799K -67,371 -50%
Zurich Cantonal Bank
105
Zurich Cantonal Bank
Switzerland
$856K +$36.1K +3,041 +5%
AL
106
Arnhold LLC
New York
$806K
ASRS
107
Arizona State Retirement System
Arizona
$794K -$29.5K -2,484 -4%
SOADOR
108
State of Alaska Department of Revenue
Alaska
$771K -$819 -69 -0.1%
Jane Street
109
Jane Street
New York
$766K +$498K +42,006 +242%
Baird Financial Group
110
Baird Financial Group
Wisconsin
$745K +$684K +57,685 New
Osaic Holdings
111
Osaic Holdings
Arizona
$736K -$12.7K -1,068 -2%
NIPH
112
NN Investment Partners Holdings
Netherlands
$717K -$106K -8,899 -14%
TCA
113
Taconic Capital Advisors
New York
$715K +$657K +55,400 New
JMPWA
114
JP Morgan Private Wealth Advisors
California
$699K +$51.5K +4,344 +9%
PAMU
115
Pictet Asset Management (UK)
United Kingdom
$647K -$79.5K -6,700 -12%
Daiwa Securities Group
116
Daiwa Securities Group
Japan
$635K +$45.1K +3,800 +8%
CIA
117
Cascade Investment Advisors
Oregon
$614K -$27.9K -2,350 -5%
MML Investors Services
118
MML Investors Services
Massachusetts
$565K +$24.7K +2,078 +5%
Thrivent Financial for Lutherans
119
Thrivent Financial for Lutherans
Minnesota
$562K +$516K +43,500 New
Envestnet Asset Management
120
Envestnet Asset Management
Illinois
$557K +$179K +15,107 +54%
Bank of Montreal
121
Bank of Montreal
Ontario, Canada
$524K -$62.7K -5,284 -11%
Lido Advisors
122
Lido Advisors
California
$517K -$14.1K -1,190 -3%
SAM
123
Shell Asset Management
Netherlands
$509K
PNC Financial Services Group
124
PNC Financial Services Group
Pennsylvania
$492K -$42.2K -3,560 -9%
Victory Capital Management
125
Victory Capital Management
Texas
$483K +$22.7K +1,915 +5%

APLE Hedge Fund Activity: Q4 2020 in Review

247 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Apple Hospitality REIT (APLE) for Q4 2020, worth a combined $2.04B — up 46% from $1.39B a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new APLE positions and 35 closed out — a net gain of 11 holders — while 72 added to existing stakes and 87 trimmed.

The largest buyer was Deutsche Bank, adding an estimated $66.2M. The largest seller was Brookfield Corp, exiting entirely with an estimated $53.8M sold.

  • 247 institutional investors held Apple Hospitality REIT (APLE) as of Q4 2020, up from 239 in Q3 2020.
  • Funds reported $2.04B of Apple Hospitality REIT stock for Q4 2020, up 46% quarter-over-quarter.
  • 46 funds opened new Apple Hospitality REIT positions in Q4 2020 and 35 closed out, a net change of +11 holders.
  • The largest Apple Hospitality REIT buyer in Q4 2020 was Deutsche Bank, an estimated $66.2M added.
  • The largest Apple Hospitality REIT seller in Q4 2020 was Brookfield Corp, an estimated $53.8M sold.

Based on aggregated 13F filings for Q4 2020.