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Apple Hospitality REIT

236 hedge funds and large institutions have $2.75B invested in Apple Hospitality REIT in 2021 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 84 increasing their positions, 72 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

65% more call options, than puts

Call options by funds: $7M | Put options by funds: $4.24M

17% more repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 72

16% more capital invested

Capital invested by funds: $2.36B → $2.75B (+$386M)

7.93% more ownership

Funds ownership: 72.63%80.56% (+7.9%)

7% less funds holding

Funds holding: 253236 (-17)

31% less first-time investments, than exits

New positions opened: 33 | Existing positions closed: 48

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
236
Holders Change
-17
Holders Change %
-6.72%
% of All Funds
4.11%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
33
Increased
84
Reduced
72
Closed
48
Calls
$7M
Puts
$4.24M
Net Calls
+$2.76M
Net Calls Change
+$821K
Name Holding Trade Value Shares
Change
Change in
Stake
MIM
101
MetLife Investment Management
New Jersey
$1.14M +$1.17M +74,998 New
HSBC Holdings
102
HSBC Holdings
United Kingdom
$1.14M +$158K +10,198 +16%
JMPWA
103
JP Morgan Private Wealth Advisors
California
$1.09M +$142K +9,165 +15%
MLICM
104
Metropolitan Life Insurance Company (MetLife)
New York
$1.08M +$702K +45,144 +177%
State Board of Administration of Florida Retirement System
105
State Board of Administration of Florida Retirement System
Florida
$1.07M -$2.26M -145,145 -67%
BCI
106
Brinker Capital Investments
Pennsylvania
$1.06M +$60.9K +3,920 +6%
RJA
107
Raymond James & Associates
Florida
$1.06M +$8.44K +543 +0.8%
AL
108
Arnhold LLC
New York
$953K
MML Investors Services
109
MML Investors Services
Massachusetts
$944K +$78.4K +5,046 +9%
Baird Financial Group
110
Baird Financial Group
Wisconsin
$930K -$5.28K -340 -0.6%
ASRS
111
Arizona State Retirement System
Arizona
$880K -$63.7K -4,102 -7%
PP
112
Paloma Partners
Connecticut
$870K +$708K +45,564 +397%
ProShare Advisors
113
ProShare Advisors
Maryland
$833K +$848K +54,577 New
Daiwa Securities Group
114
Daiwa Securities Group
Japan
$828K +$31K +1,995 +4%
CIA
115
Cascade Investment Advisors
Oregon
$811K +$62.4K +4,015 +8%
Handelsbanken Fonder
116
Handelsbanken Fonder
Sweden
$782K
PDN
117
Pensionfund DSM Netherlands
Netherlands
$763K
PNC Financial Services Group
118
PNC Financial Services Group
Pennsylvania
$706K -$77.6K -4,994 -10%
Lido Advisors
119
Lido Advisors
California
$687K +$64.9K +4,178 +10%
Envestnet Asset Management
120
Envestnet Asset Management
Illinois
$656K +$35.5K +2,282 +6%
Aberdeen Group
121
Aberdeen Group
United Kingdom
$648K +$332K +21,388 +102%
Neuberger Berman Group
122
Neuberger Berman Group
New York
$641K -$123K -7,942 -15%
SAM
123
Shell Asset Management
Netherlands
$632K +$34.7K +2,230 +6%
VIA
124
Vident Investment Advisory
Georgia
$618K +$26.8K +1,726 +4%
Osaic Holdings
125
Osaic Holdings
Arizona
$590K -$250K -16,106 -30%

APLE Hedge Fund Activity: Q2 2021 in Review

236 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Apple Hospitality REIT (APLE) for Q2 2021, worth a combined $2.75B — up 16% from $2.36B a quarter earlier.

Sellers outnumbered buyers: 48 funds closed out of APLE and 33 opened new positions — a net loss of 15 holders — while 72 trimmed existing stakes and 84 added.

The largest buyer was Victory Capital Management, adding an estimated $112M. The largest seller was Centersquare Investment Management, cutting an estimated $22.2M.

  • 236 institutional investors held Apple Hospitality REIT (APLE) as of Q2 2021, down from 253 in Q1 2021.
  • Funds reported $2.75B of Apple Hospitality REIT stock for Q2 2021, up 16% quarter-over-quarter.
  • 33 funds opened new Apple Hospitality REIT positions in Q2 2021 and 48 closed out, a net change of -15 holders.
  • The largest Apple Hospitality REIT buyer in Q2 2021 was Victory Capital Management, an estimated $112M added.
  • The largest Apple Hospitality REIT seller in Q2 2021 was Centersquare Investment Management, an estimated $22.2M sold.

Based on aggregated 13F filings for Q2 2021.