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Apple Hospitality REIT
APLE

315 hedge funds and large institutions have $3.6B invested in Apple Hospitality REIT in 2023 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 103 increasing their positions, 117 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

198% more call options, than puts

Call options by funds: $13.5M | Put options by funds: $4.51M

112% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 25

13% more capital invested

Capital invested by funds: $3.17B → $3.6B (+$427M)

9% more funds holding

Funds holding: 288 → 315 (+27)

4.26% more ownership

Funds ownership: 90.35% → 94.61% (+4.3%)

12% less repeat investments, than reductions

Existing positions increased: 103 | Existing positions reduced: 117

Holders
315
Holders Change
+27
Holders Change %
+9.38%
% of All Funds
4.59%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
53
Increased
103
Reduced
117
Closed
25
Calls
$13.5M
Puts
$4.51M
Net Calls
+$8.94M
Net Calls Change
+$6.36M

Top Buyers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
+$84M
2
Morgan Stanley
Morgan Stanley
New York
+$45.9M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$37.1M
4
RC
Resolution Capital
Australia
+$32.9M
5
Barclays
Barclays
United Kingdom
+$12.6M

Top Sellers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
-$25.7M
2
Vanguard Group
Vanguard Group
Pennsylvania
-$16.7M
3
Renaissance Technologies
Renaissance Technologies
New York
-$9.28M
4
JP Morgan Chase
JP Morgan Chase
New York
-$9M
5
Millennium Management
Millennium Management
New York
-$8.96M
Name Holding Trade Value Shares
Change 		Change in
Stake
Canada Pension Plan Investment Board
126
Canada Pension Plan Investment Board
Ontario, Canada
$1.23M +$1.21M +74,280 New
SDIC
127
South Dakota Investment Council
South Dakota
$1.2M – – –
Truist Financial
128
Truist Financial
North Carolina
$1.19M -$38.2K -2,355 -3%
AIMCA
129
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$1.18M – – –
CBOR
130
Community Bank of Raymore
Missouri
$1.13M – – –
PCM
131
Penserra Capital Management
California
$1.13M +$38.8K +2,392 +4%
TRSOTSOK
132
Teachers Retirement System of the State of Kentucky
Kentucky
$1.08M +$123K +7,600 +13%
Daiwa Securities Group
133
Daiwa Securities Group
Japan
$1.07M -$52.7K -3,244 -5%
State Board of Administration of Florida Retirement System
134
State Board of Administration of Florida Retirement System
Florida
$1.04M – – –
OPERF
135
Oregon Public Employees Retirement Fund
Oregon
$1.03M +$33.8K +2,080 +3%
ASRS
136
Arizona State Retirement System
Arizona
$1.01M -$19.2K -1,185 -2%
UM
137
UniSuper Management
Australia
$1.01M – – –
MML Investors Services
138
MML Investors Services
Massachusetts
$984K +$47.4K +2,920 +5%
TRCT
139
Tower Research Capital (TRC)
New York
$966K +$903K +55,654 +2,212%
American Century Companies
140
American Century Companies
Missouri
$944K +$59.6K +3,673 +7%
Pictet Asset Management
141
Pictet Asset Management
Switzerland
$925K -$2.73K -168 -0.3%
BCI
142
Brinker Capital Investments
Pennsylvania
$924K -$57.7K -3,553 -6%
OPS
143
Orion Portfolio Solutions
Nebraska
$924K -$57.7K -3,553 -6%
Bank of Montreal
144
Bank of Montreal
Ontario, Canada
$903K +$458K +28,188 +111%
CIA
145
Cascade Investment Advisors
Oregon
$878K -$11.4K -700 -1%
Handelsbanken Fonder
146
Handelsbanken Fonder
Sweden
$866K – – –
DekaBank Deutsche Girozentrale
147
DekaBank Deutsche Girozentrale
Germany
$856K – – –
Mercer Global Advisors
148
Mercer Global Advisors
Colorado
$854K +$207K +12,738 +33%
HPG
149
Harvest Portfolios Group
Ontario, Canada
$843K +$823K +50,730 New
PDN
150
Pensionfund DSM Netherlands
Netherlands
$831K – – –
4 5
6
7 8

APLE Hedge Fund Activity: Q4 2023 in Review

315 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Apple Hospitality REIT (APLE) for Q4 2023, worth a combined $3.6B — up 13% from $3.17B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new APLE positions and 25 closed out — a net gain of 28 holders — while 103 added to existing stakes and 117 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $84M. The largest seller was Ameriprise, cutting an estimated $25.7M.

  • 315 institutional investors held Apple Hospitality REIT (APLE) as of Q4 2023, up from 288 in Q3 2023.
  • Funds reported $3.6B of Apple Hospitality REIT stock for Q4 2023, up 13% quarter-over-quarter.
  • 53 funds opened new Apple Hospitality REIT positions in Q4 2023 and 25 closed out, a net change of +28 holders.
  • The largest Apple Hospitality REIT buyer in Q4 2023 was Citadel Advisors, an estimated $84M added.
  • The largest Apple Hospitality REIT seller in Q4 2023 was Ameriprise, an estimated $25.7M sold.

Based on aggregated 13F filings for Q4 2023.