We are live on ! Find out more
APLE icon

Apple Hospitality REIT

248 hedge funds and large institutions have $1.42B invested in Apple Hospitality REIT in 2020 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 74 increasing their positions, 105 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

65% more call options, than puts

Call options by funds: $2.41M | Put options by funds: $1.47M

11% more capital invested

Capital invested by funds: $1.29B → $1.42B (+$139M)

3.12% more ownership

Funds ownership: 63.06%66.18% (+3.1%)

3% less funds holding

Funds holding: 256248 (-8)

11% less first-time investments, than exits

New positions opened: 41 | Existing positions closed: 46

30% less repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 105

Holders
248
Holders Change
-8
Holders Change %
-3.13%
% of All Funds
5.09%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
41
Increased
74
Reduced
105
Closed
46
Calls
$2.41M
Puts
$1.47M
Net Calls
+$947K
Net Calls Change
-$835K
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of Montreal
126
Bank of Montreal
Ontario, Canada
$429K -$2.52M -264,792 -85%
PAMU
127
Pictet Asset Management (UK)
United Kingdom
$418K -$138K -14,500 -25%
Mercer Global Advisors
128
Mercer Global Advisors
Colorado
$409K -$30.2K -3,179 -7%
Daiwa Securities Group
129
Daiwa Securities Group
Japan
$407K
Lido Advisors
130
Lido Advisors
California
$399K -$52.8K -5,556 -12%
SAM
131
Shell Asset Management
Netherlands
$381K -$4.2K -442 -1%
SOAMC
132
Spirit of America Management Corp
New York
$376K -$382K -40,139 -51%
Commonwealth Equity Services
133
Commonwealth Equity Services
Massachusetts
$373K -$211K -22,180 -36%
EVM
134
Eaton Vance Management
Massachusetts
$372K -$161K -16,988 -31%
Citadel Advisors
135
Citadel Advisors
Florida
$369K -$202K -21,217 -36%
Two Sigma Advisers
136
Two Sigma Advisers
New York
$368K +$31.4K +3,300 +9%
AIMCA
137
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$364K -$2.98M -313,600 -89%
Victory Capital Management
138
Victory Capital Management
Texas
$363K -$381K -40,027 -52%
MML Investors Services
139
MML Investors Services
Massachusetts
$355K -$101K -10,588 -22%
SG Americas Securities
140
SG Americas Securities
New York
$344K -$385K -40,548 -53%
PHK
141
Point72 Hong Kong
Hong Kong
$338K +$209K +21,951 +169%
VOYA Investment Management
142
VOYA Investment Management
Georgia
$333K -$3.88M -407,851 -92%
EIP
143
Ellis Investment Partners
Pennsylvania
$327K -$184K -19,341 -37%
PNC Financial Services Group
144
PNC Financial Services Group
Pennsylvania
$320K -$16.8K -1,769 -5%
BRWA
145
B. Riley Wealth Advisors
Florida
$319K -$95.6K -10,054 -23%
Truist Financial
146
Truist Financial
North Carolina
$318K +$295 +31 +0.1%
HEIP
147
Hudson Edge Investment Partners
New Jersey
$315K -$4.14K -436 -1%
TCM
148
Teza Capital Management
Illinois
$315K +$310K +32,654 New
MLICM
149
Metropolitan Life Insurance Company (MetLife)
New York
$291K +$72.3K +7,604 +34%
PDN
150
Pensionfund DSM Netherlands
Netherlands
$290K

APLE Hedge Fund Activity: Q2 2020 in Review

248 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Apple Hospitality REIT (APLE) for Q2 2020, worth a combined $1.42B — up 11% from $1.29B a quarter earlier.

Sellers outnumbered buyers: 46 funds closed out of APLE and 41 opened new positions — a net loss of 5 holders — while 105 trimmed existing stakes and 74 added.

The largest buyer was Deutsche Bank, adding an estimated $60M. The largest seller was Eminence Capital, exiting entirely with an estimated $26.1M sold.

  • 248 institutional investors held Apple Hospitality REIT (APLE) as of Q2 2020, down from 256 in Q1 2020.
  • Funds reported $1.42B of Apple Hospitality REIT stock for Q2 2020, up 11% quarter-over-quarter.
  • 41 funds opened new Apple Hospitality REIT positions in Q2 2020 and 46 closed out, a net change of -5 holders.
  • The largest Apple Hospitality REIT buyer in Q2 2020 was Deutsche Bank, an estimated $60M added.
  • The largest Apple Hospitality REIT seller in Q2 2020 was Eminence Capital, an estimated $26.1M sold.

Based on aggregated 13F filings for Q2 2020.