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Apple Hospitality REIT

255 hedge funds and large institutions have $2.25B invested in Apple Hospitality REIT in 2019 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 102 increasing their positions, 76 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 24

34% more repeat investments, than reductions

Existing positions increased: 102 | Existing positions reduced: 76

2% more funds holding

Funds holding: 250255 (+5)

0.8% more ownership

Funds ownership: 61.3%62.1% (+0.8%)

1% less capital invested

Capital invested by funds: $2.27B → $2.25B (-$18.9M)

47% less call options, than puts

Call options by funds: $1.39M | Put options by funds: $2.62M

Holders
255
Holders Change
+5
Holders Change %
+2%
% of All Funds
5.02%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
36
Increased
102
Reduced
76
Closed
24
Calls
$1.39M
Puts
$2.62M
Net Calls
-$1.23M
Net Calls Change
+$5.7M
Name Holding Trade Value Shares
Change
Change in
Stake
PAMU
126
Pictet Asset Management (UK)
United Kingdom
$743K +$739K +45,700 New
SEIA
127
Signature Estate & Investment Advisors
California
$737K -$216K -13,374 -23%
Pacer Advisors
128
Pacer Advisors
Pennsylvania
$714K +$62.4K +3,856 +10%
GAM
129
Grandview Asset Management
Pennsylvania
$710K -$58.1K -3,593 -7%
Lido Advisors
130
Lido Advisors
California
$707K +$43.2K +2,672 +7%
Mitsubishi UFJ Asset Management
131
Mitsubishi UFJ Asset Management
Japan
$704K +$95.8K +5,925 +15%
CSS
132
Cubist Systematic Strategies
Connecticut
$697K -$384K -23,733 -36%
Mitsubishi UFJ Trust & Banking
133
Mitsubishi UFJ Trust & Banking
Japan
$689K -$154K -9,519 -18%
ProShare Advisors
134
ProShare Advisors
Maryland
$689K -$26.8K -1,659 -4%
Cambridge Investment Research Advisors
135
Cambridge Investment Research Advisors
Iowa
$683K +$203K +12,578 +43%
SAM
136
Shell Asset Management
Netherlands
$657K -$16K -987 -2%
Rafferty Asset Management
137
Rafferty Asset Management
New York
$654K +$54K +3,339 +9%
Daiwa Securities Group
138
Daiwa Securities Group
Japan
$648K +$46.9K +2,900 +8%
BRWA
139
B. Riley Wealth Advisors
Florida
$643K -$33K -2,041 -5%
Victory Capital Management
140
Victory Capital Management
Texas
$623K -$1.03M -63,380 -62%
XK
141
Xact Kapitalforvaltning
Sweden
$621K
HEIP
142
Hudson Edge Investment Partners
New Jersey
$621K +$117K +7,248 +23%
AQR Capital Management
143
AQR Capital Management
Connecticut
$606K -$80.9K -5,001 -12%
Millennium Management
144
Millennium Management
New York
$598K +$178K +11,012 +43%
Janney Montgomery Scott
145
Janney Montgomery Scott
Pennsylvania
$591K +$215K +13,306 +58%
Creative Planning
146
Creative Planning
Kansas
$589K +$37.2K +2,300 +7%
LTFS
147
Ladenburg Thalmann Financial Services
Florida
$575K -$22.9K -1,414 -4%
BNP Paribas Financial Markets
148
BNP Paribas Financial Markets
France
$568K -$3.37M -208,540 -86%
Manulife (Manufacturers Life Insurance)
149
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$548K +$202K +12,500 +59%
AG
150
Advisor Group
Arizona
$546K +$16.9K +1,047 +3%

APLE Hedge Fund Activity: Q4 2019 in Review

255 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Apple Hospitality REIT (APLE) for Q4 2019, worth a combined $2.25B — down 0.83% from $2.27B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new APLE positions and 24 closed out — a net gain of 12 holders — while 102 added to existing stakes and 76 trimmed.

The largest buyer was APG Asset Management, adding an estimated $24.6M. The largest seller was Schroder Investment Management Group, cutting an estimated $24.4M.

  • 255 institutional investors held Apple Hospitality REIT (APLE) as of Q4 2019, up from 250 in Q3 2019.
  • Funds reported $2.25B of Apple Hospitality REIT stock for Q4 2019, down 0.83% quarter-over-quarter.
  • 36 funds opened new Apple Hospitality REIT positions in Q4 2019 and 24 closed out, a net change of +12 holders.
  • The largest Apple Hospitality REIT buyer in Q4 2019 was APG Asset Management, an estimated $24.6M added.
  • The largest Apple Hospitality REIT seller in Q4 2019 was Schroder Investment Management Group, an estimated $24.4M sold.

Based on aggregated 13F filings for Q4 2019.