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Apple Hospitality REIT

200 hedge funds and large institutions have $2.18B invested in Apple Hospitality REIT in 2017 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 102 increasing their positions, 52 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

268% more call options, than puts

Call options by funds: $5.16M | Put options by funds: $1.4M

96% more repeat investments, than reductions

Existing positions increased: 102 | Existing positions reduced: 52

1.58% more ownership

Funds ownership: 50.13%51.71% (+1.6%)

4% more capital invested

Capital invested by funds: $2.09B → $2.18B (+$89M)

1% less funds holding

Funds holding: 202200 (-2)

5% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 19

Holders
200
Holders Change
-2
Holders Change %
-0.99%
% of All Funds
4.99%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
18
Increased
102
Reduced
52
Closed
19
Calls
$5.16M
Puts
$1.4M
Net Calls
+$3.75M
Net Calls Change
-$364K
Name Holding Trade Value Shares
Change
Change in
Stake
HI
126
HBK Investments
Texas
$565K +$304K +16,600 +125%
BCM
127
Brookstone Capital Management
Illinois
$559K +$6.05K +330 +1%
NA
128
Neuburgh Advisers
California
$553K +$232K +12,628 +76%
Envestnet Asset Management
129
Envestnet Asset Management
Illinois
$544K +$8.36K +456 +2%
NBC
130
Neuberger Berman Canada
Ontario, Canada
$539K -$23K -1,253 -4%
PNC Financial Services Group
131
PNC Financial Services Group
Pennsylvania
$539K +$91.2K +4,974 +21%
HSBC Holdings
132
HSBC Holdings
United Kingdom
$527K +$63.6K +3,470 +14%
JMPWA
133
JP Morgan Private Wealth Advisors
California
$525K -$33.3K -1,814 -6%
Verition Fund Management
134
Verition Fund Management
Connecticut
$521K +$268K +14,591 +112%
Squarepoint
135
Squarepoint
New York
$513K -$59.2K -3,230 -11%
Janney Montgomery Scott
136
Janney Montgomery Scott
Pennsylvania
$501K +$73 +4 +0%
GRP
137
Global Retirement Partners
California
$487K +$300K +16,382 +175%
Schroder Investment Management Group
138
Schroder Investment Management Group
United Kingdom
$487K +$374K +20,395 +378%
HEIP
139
Hudson Edge Investment Partners
New Jersey
$444K -$58.1K -3,171 -12%
Commonwealth Equity Services
140
Commonwealth Equity Services
Massachusetts
$444K -$5.37K -293 -1%
MCIM
141
Meadow Creek Investment Management
Georgia
$402K +$168K +9,184 +76%
CSS
142
Cubist Systematic Strategies
Connecticut
$352K -$30.2K -1,648 -8%
New York State Teachers Retirement System (NYSTRS)
143
New York State Teachers Retirement System (NYSTRS)
New York
$350K +$134K +7,300 +65%
PP
144
Paloma Partners
Connecticut
$343K +$140K +7,651 +73%
MLICM
145
Metropolitan Life Insurance Company (MetLife)
New York
$334K +$63.8K +3,480 +25%
Fifth Third Bancorp
146
Fifth Third Bancorp
Ohio
$327K -$42.3K -2,305 -12%
OAM
147
Oppenheimer Asset Management
New York
$319K +$11.3K +615 +4%
FWIA
148
Fort Washington Investment Advisors
Ohio
$316K +$306K +16,700 New
GT
149
Glenmede Trust
Pennsylvania
$303K -$61.8K -3,368 -17%
BF
150
BOK Financial
Oklahoma
$301K

APLE Hedge Fund Activity: Q3 2017 in Review

200 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Apple Hospitality REIT (APLE) for Q3 2017, worth a combined $2.18B — up 4.3% from $2.09B a quarter earlier.

Sellers outnumbered buyers: 19 funds closed out of APLE and 18 opened new positions — a net loss of 1 holder — while 52 trimmed existing stakes and 102 added.

The largest buyer was BlackRock, adding an estimated $20.6M. The largest seller was Invesco, cutting an estimated $50.3M.

  • 200 institutional investors held Apple Hospitality REIT (APLE) as of Q3 2017, down from 202 in Q2 2017.
  • Funds reported $2.18B of Apple Hospitality REIT stock for Q3 2017, up 4.3% quarter-over-quarter.
  • 18 funds opened new Apple Hospitality REIT positions in Q3 2017 and 19 closed out, a net change of -1 holder.
  • The largest Apple Hospitality REIT buyer in Q3 2017 was BlackRock, an estimated $20.6M added.
  • The largest Apple Hospitality REIT seller in Q3 2017 was Invesco, an estimated $50.3M sold.

Based on aggregated 13F filings for Q3 2017.