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Apple Hospitality REIT

256 hedge funds and large institutions have $1.29B invested in Apple Hospitality REIT in 2020 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 100 increasing their positions, 87 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

95% more call options, than puts

Call options by funds: $3.65M | Put options by funds: $1.87M

15% more repeat investments, than reductions

Existing positions increased: 100 | Existing positions reduced: 87

10% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 40

0.96% more ownership

Funds ownership: 62.1%63.06% (+0.96%)

0% more funds holding

Funds holding: 255256 (+1)

43% less capital invested

Capital invested by funds: $2.25B → $1.29B (-$967M)

Holders
256
Holders Change
+1
Holders Change %
+0.39%
% of All Funds
5.64%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
44
Increased
100
Reduced
87
Closed
40
Calls
$3.65M
Puts
$1.87M
Net Calls
+$1.78M
Net Calls Change
+$3.02M
Name Holding Trade Value Shares
Change
Change in
Stake
IFG
126
Independent Financial Group
California
$430K +$615K +46,859 New
Lido Advisors
127
Lido Advisors
California
$429K +$43.2K +3,290 +8%
CIA
128
Cascade Investment Advisors
Oregon
$421K -$61.7K -4,700 -9%
AB
129
Amalgamated Bank
New York
$417K -$13.2K -1,004 -2%
Mercer Global Advisors
130
Mercer Global Advisors
Colorado
$417K +$597K +45,472 New
Daiwa Securities Group
131
Daiwa Securities Group
Japan
$407K +$59.1K +4,500 +11%
CEP
132
Chicago Equity Partners
Illinois
$407K +$369K +28,085 +172%
BRWA
133
B. Riley Wealth Advisors
Florida
$395K +$45.4K +3,457 +9%
SEIA
134
Signature Estate & Investment Advisors
California
$393K -$32.8K -2,500 -6%
Mitsubishi UFJ Trust & Banking
135
Mitsubishi UFJ Trust & Banking
Japan
$389K
DCM
136
Dean Capital Management
Kansas
$373K +$535K +40,710 New
OSAM
137
O'Shaughnessy Asset Management
Connecticut
$371K +$481K +36,599 +956%
SAM
138
Shell Asset Management
Netherlands
$365K -$7.93K -604 -1%
Pacer Advisors
139
Pacer Advisors
Pennsylvania
$355K -$11K -837 -2%
XK
140
Xact Kapitalforvaltning
Sweden
$350K
Man Group
141
Man Group
United Kingdom
$338K +$484K +36,888 New
Group One Trading
142
Group One Trading
Illinois
$326K +$467K +35,550 New
PNC Financial Services Group
143
PNC Financial Services Group
Pennsylvania
$320K +$45.9K +3,499 +11%
Two Sigma Advisers
144
Two Sigma Advisers
New York
$319K -$277K -21,100 -38%
ECM
145
EII Capital Management
New York
$314K +$35.4K +2,695 +9%
HEIP
146
Hudson Edge Investment Partners
New Jersey
$303K -$67.5K -5,140 -13%
Truist Financial
147
Truist Financial
North Carolina
$302K -$6.25K -476 -1%
Jane Street
148
Jane Street
New York
$298K -$889K -67,680 -68%
Baird Financial Group
149
Baird Financial Group
Wisconsin
$295K +$109K +8,300 +35%
PP
150
Prudential plc
United Kingdom
$290K +$169K +12,856 +68%

APLE Hedge Fund Activity: Q1 2020 in Review

256 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Apple Hospitality REIT (APLE) for Q1 2020, worth a combined $1.29B — down 43% from $2.25B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new APLE positions and 40 closed out — a net gain of 4 holders — while 100 added to existing stakes and 87 trimmed.

The largest buyer was Invesco, adding an estimated $65.2M. The largest seller was BlackRock, cutting an estimated $34.4M.

  • 256 institutional investors held Apple Hospitality REIT (APLE) as of Q1 2020, up from 255 in Q4 2019.
  • Funds reported $1.29B of Apple Hospitality REIT stock for Q1 2020, down 43% quarter-over-quarter.
  • 44 funds opened new Apple Hospitality REIT positions in Q1 2020 and 40 closed out, a net change of +4 holders.
  • The largest Apple Hospitality REIT buyer in Q1 2020 was Invesco, an estimated $65.2M added.
  • The largest Apple Hospitality REIT seller in Q1 2020 was BlackRock, an estimated $34.4M sold.

Based on aggregated 13F filings for Q1 2020.