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Apple Hospitality REIT

236 hedge funds and large institutions have $2.75B invested in Apple Hospitality REIT in 2021 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 84 increasing their positions, 72 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

65% more call options, than puts

Call options by funds: $7M | Put options by funds: $4.24M

17% more repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 72

16% more capital invested

Capital invested by funds: $2.36B → $2.75B (+$386M)

7.93% more ownership

Funds ownership: 72.63%80.56% (+7.9%)

7% less funds holding

Funds holding: 253236 (-17)

31% less first-time investments, than exits

New positions opened: 33 | Existing positions closed: 48

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
236
Holders Change
-17
Holders Change %
-6.72%
% of All Funds
4.11%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
33
Increased
84
Reduced
72
Closed
48
Calls
$7M
Puts
$4.24M
Net Calls
+$2.76M
Net Calls Change
+$821K
Name Holding Trade Value Shares
Change
Change in
Stake
Mitsubishi UFJ Trust & Banking
126
Mitsubishi UFJ Trust & Banking
Japan
$558K -$9.71M -624,562 -94%
BC
127
Brookfield Corp
Ontario, Canada
$542K +$552K +35,500 New
SG Americas Securities
128
SG Americas Securities
New York
$541K -$2.82M -181,597 -84%
HEIP
129
Hudson Edge Investment Partners
New Jersey
$512K +$169K +10,856 +48%
BRWA
130
B. Riley Wealth Advisors
Florida
$504K -$16 -1 -0%
ECM
131
EII Capital Management
New York
$485K -$50K -3,219 -9%
ECM
132
ExodusPoint Capital Management
New York
$472K +$480K +30,909 New
AB
133
Amalgamated Bank
New York
$450K +$80.1K +5,155 +21%
EIP
134
Ellis Investment Partners
Pennsylvania
$443K +$1.71K +110 +0.4%
Teacher Retirement System of Texas
135
Teacher Retirement System of Texas
Texas
$426K +$64.6K +4,154 +17%
Group One Trading
136
Group One Trading
Illinois
$420K +$357K +22,970 +506%
BC
137
Bridgefront Capital
Texas
$380K +$387K +24,884 New
LCM
138
Legato Capital Management
California
$354K +$360K +23,190 New
Rafferty Asset Management
139
Rafferty Asset Management
New York
$346K +$179K +11,533 +103%
SEIA
140
Signature Estate & Investment Advisors
California
$343K
NAM
141
Nissay Asset Management
Japan
$334K +$48.8K +3,139 +17%
Public Employees Retirement Association of Colorado
142
Public Employees Retirement Association of Colorado
Colorado
$314K
CANY
143
Caxton Associates (New York)
New York
$295K +$300K +19,320 New
AQR Capital Management
144
AQR Capital Management
Connecticut
$292K +$61K +3,927 +26%
LCM
145
Landscape Capital Management
New Jersey
$289K -$655K -42,154 -69%
DA
146
Duality Advisers
Florida
$282K -$316K -20,302 -52%
ACM
147
AlphaCrest Capital Management
New York
$270K +$104K +6,722 +61%
Commonwealth Equity Services
148
Commonwealth Equity Services
Massachusetts
$265K +$16 +1 +0%
RIM
149
Redpoint Investment Management
Australia
$262K
SMDAM
150
Sumitomo Mitsui DS Asset Management
Japan
$253K +$24.9K +1,602 +11%

APLE Hedge Fund Activity: Q2 2021 in Review

236 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Apple Hospitality REIT (APLE) for Q2 2021, worth a combined $2.75B — up 16% from $2.36B a quarter earlier.

Sellers outnumbered buyers: 48 funds closed out of APLE and 33 opened new positions — a net loss of 15 holders — while 72 trimmed existing stakes and 84 added.

The largest buyer was Victory Capital Management, adding an estimated $112M. The largest seller was Centersquare Investment Management, cutting an estimated $22.2M.

  • 236 institutional investors held Apple Hospitality REIT (APLE) as of Q2 2021, down from 253 in Q1 2021.
  • Funds reported $2.75B of Apple Hospitality REIT stock for Q2 2021, up 16% quarter-over-quarter.
  • 33 funds opened new Apple Hospitality REIT positions in Q2 2021 and 48 closed out, a net change of -15 holders.
  • The largest Apple Hospitality REIT buyer in Q2 2021 was Victory Capital Management, an estimated $112M added.
  • The largest Apple Hospitality REIT seller in Q2 2021 was Centersquare Investment Management, an estimated $22.2M sold.

Based on aggregated 13F filings for Q2 2021.