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Apple Hospitality REIT

220 hedge funds and large institutions have $2.46B invested in Apple Hospitality REIT in 2017 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 93 increasing their positions, 64 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 18

45% more repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 64

33% more call options, than puts

Call options by funds: $1.48M | Put options by funds: $1.11M

13% more capital invested

Capital invested by funds: $2.18B → $2.46B (+$277M)

10% more funds holding

Funds holding: 200220 (+20)

4.56% more ownership

Funds ownership: 51.71%56.27% (+4.6%)

Holders
220
Holders Change
+20
Holders Change %
+10%
% of All Funds
4.99%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
39
Increased
93
Reduced
64
Closed
18
Calls
$1.48M
Puts
$1.11M
Net Calls
+$365K
Net Calls Change
-$3.39M
Name Holding Trade Value Shares
Change
Change in
Stake
GRP
126
Global Retirement Partners
California
$612K +$106K +5,474 +21%
Principal Financial Group
127
Principal Financial Group
Iowa
$611K +$12.6K +655 +2%
Mitsubishi UFJ Asset Management
128
Mitsubishi UFJ Asset Management
Japan
$588K
BCM
129
Brookstone Capital Management
Illinois
$580K
LPL Financial
130
LPL Financial
California
$567K -$52.4K -2,718 -9%
Holocene Advisors
131
Holocene Advisors
New York
$559K +$550K +28,514 New
FAF
132
Första AP-fonden
Sweden
$528K -$1.87M -97,100 -78%
Janney Montgomery Scott
133
Janney Montgomery Scott
Pennsylvania
$510K -$9.56K -496 -2%
Commonwealth Equity Services
134
Commonwealth Equity Services
Massachusetts
$510K +$47.9K +2,485 +11%
FCM
135
Flinton Capital Management
Pennsylvania
$503K -$376K -19,516 -43%
PNC Financial Services Group
136
PNC Financial Services Group
Pennsylvania
$491K -$67.2K -3,486 -12%
Envestnet Asset Management
137
Envestnet Asset Management
Illinois
$488K -$74.5K -3,866 -13%
JMPWA
138
JP Morgan Private Wealth Advisors
California
$475K -$68.7K -3,563 -13%
CSS
139
Cubist Systematic Strategies
Connecticut
$474K +$107K +5,527 +30%
VF
140
Virtu Financial
New York
$471K +$168K +8,739 +57%
HEIP
141
Hudson Edge Investment Partners
New Jersey
$468K +$7.73K +401 +2%
Daiwa Securities Group
142
Daiwa Securities Group
Japan
$457K -$15.6M -807,131 -97%
SG Americas Securities
143
SG Americas Securities
New York
$457K -$410K -21,268 -48%
TAM
144
Tyers Asset Management
Texas
$415K -$310K -16,072 -43%
PP
145
Paloma Partners
Connecticut
$400K +$43.3K +2,249 +12%
Nisa Investment Advisors
146
Nisa Investment Advisors
Missouri
$393K +$386K +20,050 New
Lido Advisors
147
Lido Advisors
California
$373K -$953K -49,467 -72%
RCM
148
Riverhead Capital Management
Delaware
$372K -$276K -14,310 -43%
BF
149
BOK Financial
Oklahoma
$370K +$56.3K +2,923 +18%
New York State Teachers Retirement System (NYSTRS)
150
New York State Teachers Retirement System (NYSTRS)
New York
$369K +$5.78K +300 +2%

APLE Hedge Fund Activity: Q4 2017 in Review

220 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Apple Hospitality REIT (APLE) for Q4 2017, worth a combined $2.46B — up 13% from $2.18B a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new APLE positions and 18 closed out — a net gain of 21 holders — while 93 added to existing stakes and 64 trimmed.

The largest buyer was PGGM Investments, opening a new position worth an estimated $69.8M. The largest seller was Daiwa Securities Group, cutting an estimated $15.6M.

  • 220 institutional investors held Apple Hospitality REIT (APLE) as of Q4 2017, up from 200 in Q3 2017.
  • Funds reported $2.46B of Apple Hospitality REIT stock for Q4 2017, up 13% quarter-over-quarter.
  • 39 funds opened new Apple Hospitality REIT positions in Q4 2017 and 18 closed out, a net change of +21 holders.
  • The largest Apple Hospitality REIT buyer in Q4 2017 was PGGM Investments, an estimated $69.8M added.
  • The largest Apple Hospitality REIT seller in Q4 2017 was Daiwa Securities Group, an estimated $15.6M sold.

Based on aggregated 13F filings for Q4 2017.