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Apple Hospitality REIT

178 hedge funds and large institutions have $1.68B invested in Apple Hospitality REIT in 2016 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 79 increasing their positions, 46 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

192% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 12

72% more repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 46

58% more call options, than puts

Call options by funds: $695K | Put options by funds: $441K

17% more capital invested

Capital invested by funds: $1.43B → $1.68B (+$249M)

14% more funds holding

Funds holding: 156178 (+22)

2.64% less ownership

Funds ownership: 43.62%40.98% (-2.6%)

Holders
178
Holders Change
+22
Holders Change %
+14.1%
% of All Funds
4.75%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
35
Increased
79
Reduced
46
Closed
12
Calls
$695K
Puts
$441K
Net Calls
+$254K
Net Calls Change
-$5K
Name Holding Trade Value Shares
Change
Change in
Stake
Public Employees Retirement Association of Colorado
151
Public Employees Retirement Association of Colorado
Colorado
$98K +$427 +22 +0.4%
AIG
152
American International Group
New York
$94.4K -$7.77K -400 -7%
Manulife (Manufacturers Life Insurance)
153
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$91K +$20.3K +1,045 +27%
NIT
154
NumerixS Investment Technologies
British Columbia, Canada
$83K +$87.4K +4,500 New
PSUF
155
People's United Financial
Connecticut
$82K
Carson Wealth (CWM LLC)
156
Carson Wealth (CWM LLC)
Nebraska
$65K +$68K +3,499 New
CSS
157
Cubist Systematic Strategies
Connecticut
$61K +$63.8K +3,286 New
PAM
158
Panagora Asset Management
Massachusetts
$42K +$43.9K +2,262 New
AIM
159
Acrospire Investment Management
Illinois
$36K +$20.5K +1,055 +117%
JP Morgan Chase
160
JP Morgan Chase
New York
$35K -$802K -41,276 -96%
VIA
161
Vantage Investment Advisors
Pennsylvania
$35K +$37K +1,904 New
ARMT
162
Amica Retiree Medical Trust
Rhode Island
$30K
JGIA
163
Jackson Grant Investment Advisers
Connecticut
$22K
US Bancorp
164
US Bancorp
Minnesota
$21K
TDC
165
Thompson Davis & Co
Virginia
$14K -$9.71K -500 -40%
FWM
166
Focused Wealth Management
New York
$14K +$214 +11 +2%
KT
167
Kanaly Trust
Texas
$14K +$14.8K +764 New
FQ
168
First Quadrant
California
$11K +$11.5K +590 New
TCIM
169
TIAA CREF Investment Management
New York
$10.1K +$1.84M +94,938 +21%
FHA
170
First Horizon Advisors
Tennessee
$9K +$9.17K +472 New
JFA
171
JNBA Financial Advisors
Minnesota
$7K +$7.36K +379 New
S
172
SignatureFD
Georgia
$7K +$7.36K +379 New
VNA
173
Valley National Advisers
Pennsylvania
$3K
IA
174
IFP Advisors
Florida
$3K +$3.05K +157 New
TRCT
175
Tower Research Capital (TRC)
New York
$2K -$3.26K -168 -56%

APLE Hedge Fund Activity: Q3 2016 in Review

178 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Apple Hospitality REIT (APLE) for Q3 2016, worth a combined $1.68B — up 17% from $1.43B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new APLE positions and 12 closed out — a net gain of 23 holders — while 79 added to existing stakes and 46 trimmed.

The largest buyer was Invesco, adding an estimated $103M. The largest seller was Goldman Sachs, cutting an estimated $3.49M.

  • 178 institutional investors held Apple Hospitality REIT (APLE) as of Q3 2016, up from 156 in Q2 2016.
  • Funds reported $1.68B of Apple Hospitality REIT stock for Q3 2016, up 17% quarter-over-quarter.
  • 35 funds opened new Apple Hospitality REIT positions in Q3 2016 and 12 closed out, a net change of +23 holders.
  • The largest Apple Hospitality REIT buyer in Q3 2016 was Invesco, an estimated $103M added.
  • The largest Apple Hospitality REIT seller in Q3 2016 was Goldman Sachs, an estimated $3.49M sold.

Based on aggregated 13F filings for Q3 2016.