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Apple Hospitality REIT

282 hedge funds and large institutions have $2.63B invested in Apple Hospitality REIT in 2022 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 115 increasing their positions, 86 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

135% more call options, than puts

Call options by funds: $4.43M | Put options by funds: $1.89M

55% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 20

34% more repeat investments, than reductions

Existing positions increased: 115 | Existing positions reduced: 86

3% more funds holding

Funds holding: 273282 (+9)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.01% less ownership

Funds ownership: 81.61%81.6% (-0.01%)

4% less capital invested

Capital invested by funds: $2.74B → $2.63B (-$117M)

Holders
282
Holders Change
+9
Holders Change %
+3.3%
% of All Funds
4.86%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
31
Increased
115
Reduced
86
Closed
20
Calls
$4.43M
Puts
$1.89M
Net Calls
+$2.55M
Net Calls Change
-$20K
Name Holding Trade Value Shares
Change
Change in
Stake
Qube Research & Technologies (QRT)
101
Qube Research & Technologies (QRT)
United Kingdom
$1.68M -$207K -13,043 -10%
AQR Capital Management
102
AQR Capital Management
Connecticut
$1.65M +$210K +13,222 +13%
MIM
103
MetLife Investment Management
New Jersey
$1.6M
Mirae Asset Global Investments
104
Mirae Asset Global Investments
South Korea
$1.59M +$424K +26,744 +31%
Man Group
105
Man Group
United Kingdom
$1.58M +$1.78M +112,100 New
Teacher Retirement System of Texas
106
Teacher Retirement System of Texas
Texas
$1.57M +$1.21M +76,378 +215%
Canada Pension Plan Investment Board
107
Canada Pension Plan Investment Board
Ontario, Canada
$1.51M -$1.33M -83,600 -44%
SOADOR
108
State of Alaska Department of Revenue
Alaska
$1.51M +$39.4K +2,484 +2%
GCA
109
Greenwood Capital Associates
South Carolina
$1.48M +$762 +48 +0%
Mitsubishi UFJ Asset Management
110
Mitsubishi UFJ Asset Management
Japan
$1.48M +$169K +10,665 +11%
Citigroup
111
Citigroup
New York
$1.48M -$100K -6,321 -6%
PDN
112
Pensionfund DSM Netherlands
Netherlands
$1.44M +$793K +50,000 +100%
AIG
113
American International Group
New York
$1.44M +$22.9K +1,443 +1%
HSBC Holdings
114
HSBC Holdings
United Kingdom
$1.41M +$658K +41,445 +70%
SDIC
115
South Dakota Investment Council
South Dakota
$1.35M -$25.4K -1,600 -2%
Balyasny Asset Management
116
Balyasny Asset Management
Illinois
$1.34M +$944K +59,492 +166%
Nisa Investment Advisors
117
Nisa Investment Advisors
Missouri
$1.33M +$222K +14,004 +18%
CBOR
118
Community Bank of Raymore
Missouri
$1.33M -$317K -20,000 -17%
Baird Financial Group
119
Baird Financial Group
Wisconsin
$1.3M +$158K +9,940 +12%
ACM
120
AlphaCrest Capital Management
New York
$1.26M +$156K +9,837 +12%
Manulife (Manufacturers Life Insurance)
121
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.21M -$29.9K -1,883 -2%
Envestnet Asset Management
122
Envestnet Asset Management
Illinois
$1.19M +$564K +35,539 +72%
VOYA Investment Management
123
VOYA Investment Management
Georgia
$1.16M
RJFSA
124
Raymond James Financial Services Advisors
Florida
$1.15M +$206 +13 +0%
PAMS
125
Pictet Asset Management (Switzerland)
Switzerland
$1.14M -$80.5K -5,071 -6%

APLE Hedge Fund Activity: Q3 2022 in Review

282 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Apple Hospitality REIT (APLE) for Q3 2022, worth a combined $2.63B — down 4.3% from $2.74B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new APLE positions and 20 closed out — a net gain of 11 holders — while 115 added to existing stakes and 86 trimmed.

The largest buyer was Janus Henderson Group, adding an estimated $47.1M. The largest seller was T. Rowe Price Associates, cutting an estimated $132M.

  • 282 institutional investors held Apple Hospitality REIT (APLE) as of Q3 2022, up from 273 in Q2 2022.
  • Funds reported $2.63B of Apple Hospitality REIT stock for Q3 2022, down 4.3% quarter-over-quarter.
  • 31 funds opened new Apple Hospitality REIT positions in Q3 2022 and 20 closed out, a net change of +11 holders.
  • The largest Apple Hospitality REIT buyer in Q3 2022 was Janus Henderson Group, an estimated $47.1M added.
  • The largest Apple Hospitality REIT seller in Q3 2022 was T. Rowe Price Associates, an estimated $132M sold.

Based on aggregated 13F filings for Q3 2022.