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Apple Hospitality REIT
APLE

132 hedge funds and large institutions have $1.8B invested in Apple Hospitality REIT in 2015 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 60 increasing their positions, 27 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

472% more call options, than puts

Call options by funds: $366K | Put options by funds: $64K

386% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 7

167% more capital invested

Capital invested by funds: $675M → $1.8B (+$1.13B)

122% more repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 27

26% more funds holding

Funds holding: 105 → 132 (+27)

17.9% more ownership

Funds ownership: 20.73% → 38.62% (+18%)

Holders
132
Holders Change
+27
Holders Change %
+25.71%
% of All Funds
3.46%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
34
Increased
60
Reduced
27
Closed
7
Calls
$366K
Puts
$64K
Net Calls
+$302K
Net Calls Change
+$302K

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$251M
2
Invesco
Invesco
Georgia
+$95.9M
3
SAMC
Shinko Asset Management Company
Japan
+$95.1M
4
BIT
BlackRock Institutional Trust
California
+$41.7M
5
State Street
State Street
Massachusetts
+$36.4M

Top Sellers

1
Millennium Management
Millennium Management
New York
-$14.7M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$2.83M
3
SEIA
Signature Estate & Investment Advisors
California
-$2.3M
4
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$1.18M
5
Jane Street
Jane Street
New York
-$629K
Name Holding Trade Value Shares
Change 		Change in
Stake
FWM
126
Focused Wealth Management
New York
$19K +$275 +14 +1%
PHK
127
Point72 Hong Kong
Hong Kong
$16K +$15.7K +800 New
BNP Paribas Financial Markets
128
BNP Paribas Financial Markets
France
$11.4K -$13.9K -707 -55%
Acadian Asset Management
129
Acadian Asset Management
Massachusetts
$10K -$219K -11,132 -95%
VNA
130
Valley National Advisers
Pennsylvania
$4K – – –
QCG
131
Quadrant Capital Group
Ohio
$1K – – –
QI
132
QS Investors
New York
$1K +$314 +16 New
Millennium Management
133
Millennium Management
New York
– -$14.7M -793,423 Closed
Arrowstreet Capital
134
Arrowstreet Capital
Massachusetts
– -$2.83M -152,315 Closed
ARC
135
Absolute Return Capital
Massachusetts
– -$1.95M -104,957 Closed
Schroder Investment Management Group
136
Schroder Investment Management Group
United Kingdom
– -$1.18M -63,500 Closed
EMG
137
Ellington Management Group
Connecticut
– -$442K -23,787 Closed
Renaissance Technologies
138
Renaissance Technologies
New York
– -$254K -13,700 Closed
RMAM
139
Raab & Moskowitz Asset Management
New Jersey
– -$217K -11,735 Closed
2 3 4 5
6

APLE Hedge Fund Activity: Q4 2015 in Review

132 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Apple Hospitality REIT (APLE) for Q4 2015, worth a combined $1.8B — up 167% from $675M a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new APLE positions and 7 closed out — a net gain of 27 holders — while 60 added to existing stakes and 27 trimmed.

The largest buyer was Vanguard Group, adding an estimated $251M. The largest seller was Millennium Management, exiting entirely with an estimated $14.7M sold.

  • 132 institutional investors held Apple Hospitality REIT (APLE) as of Q4 2015, up from 105 in Q3 2015.
  • Funds reported $1.8B of Apple Hospitality REIT stock for Q4 2015, up 167% quarter-over-quarter.
  • 34 funds opened new Apple Hospitality REIT positions in Q4 2015 and 7 closed out, a net change of +27 holders.
  • The largest Apple Hospitality REIT buyer in Q4 2015 was Vanguard Group, an estimated $251M added.
  • The largest Apple Hospitality REIT seller in Q4 2015 was Millennium Management, an estimated $14.7M sold.

Based on aggregated 13F filings for Q4 2015.