We are live on ! Find out more
APLE icon

Apple Hospitality REIT

200 hedge funds and large institutions have $2.18B invested in Apple Hospitality REIT in 2017 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 102 increasing their positions, 52 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

268% more call options, than puts

Call options by funds: $5.16M | Put options by funds: $1.4M

96% more repeat investments, than reductions

Existing positions increased: 102 | Existing positions reduced: 52

1.58% more ownership

Funds ownership: 50.13%51.71% (+1.6%)

4% more capital invested

Capital invested by funds: $2.09B → $2.18B (+$89M)

1% less funds holding

Funds holding: 202200 (-2)

5% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 19

Holders
200
Holders Change
-2
Holders Change %
-0.99%
% of All Funds
4.99%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
18
Increased
102
Reduced
52
Closed
19
Calls
$5.16M
Puts
$1.4M
Net Calls
+$3.75M
Net Calls Change
-$364K
Name Holding Trade Value Shares
Change
Change in
Stake
JIM
151
Jupiter Investment Management
United Kingdom
$299K +$290K +15,836 New
MHS
152
M Holdings Securities
Oregon
$298K +$289K +15,749 New
Zurich Cantonal Bank
153
Zurich Cantonal Bank
Switzerland
$292K +$8.49K +463 +3%
VF
154
Virtu Financial
New York
$289K +$280K +15,264 New
CCM
155
Cadence Capital Management
Massachusetts
$288K +$62.2K +3,394 +29%
TF
156
TIAA FSB
Florida
$282K +$273K +14,904 New
RJFSA
157
Raymond James Financial Services Advisors
Florida
$265K +$2.24K +122 +0.9%
TG
158
TLP Group
Illinois
$262K +$12.9K +706 +5%
KSA
159
Ken Stern & Associates
California
$250K +$8.51K +464 +4%
PCMC
160
Paragon Capital Management (Colorado)
Colorado
$245K +$7.37K +402 +3%
PAM
161
Panagora Asset Management
Massachusetts
$228K
RCA
162
Rowland Carmichael Advisors
Arizona
$228K
QT
163
Quantbot Technologies
New York
$205K -$106K -5,760 -35%
PM
164
Parametrica Management
Hong Kong
$204K +$198K +10,780 New
PA
165
Profund Advisors
Maryland
$202K +$196K +10,696 New
M&T Bank
166
M&T Bank
New York
$200K +$194K +10,593 New
HAG
167
HighPoint Advisor Group
Illinois
$197K -$11K -600 -5%
RA
168
RMR Advisors
Massachusetts
$189K
CAMG
169
CWA Asset Management Group
Florida
$189K +$183K +10,000 New
Northwestern Mutual Wealth Management
170
Northwestern Mutual Wealth Management
Wisconsin
$185K +$53.9K +2,941 +43%
AIL
171
AGF Investments LLC
Ontario, Canada
$154K -$4.18K -228 -3%
ICM
172
IMS Capital Management
Oregon
$142K
AG
173
Advisor Group
Arizona
$140K -$66.2K -3,608 -33%
Manulife (Manufacturers Life Insurance)
174
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$134K
LWM
175
Lenox Wealth Management
Ohio
$130K

APLE Hedge Fund Activity: Q3 2017 in Review

200 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Apple Hospitality REIT (APLE) for Q3 2017, worth a combined $2.18B — up 4.3% from $2.09B a quarter earlier.

Sellers outnumbered buyers: 19 funds closed out of APLE and 18 opened new positions — a net loss of 1 holder — while 52 trimmed existing stakes and 102 added.

The largest buyer was BlackRock, adding an estimated $20.6M. The largest seller was Invesco, cutting an estimated $50.3M.

  • 200 institutional investors held Apple Hospitality REIT (APLE) as of Q3 2017, down from 202 in Q2 2017.
  • Funds reported $2.18B of Apple Hospitality REIT stock for Q3 2017, up 4.3% quarter-over-quarter.
  • 18 funds opened new Apple Hospitality REIT positions in Q3 2017 and 19 closed out, a net change of -1 holder.
  • The largest Apple Hospitality REIT buyer in Q3 2017 was BlackRock, an estimated $20.6M added.
  • The largest Apple Hospitality REIT seller in Q3 2017 was Invesco, an estimated $50.3M sold.

Based on aggregated 13F filings for Q3 2017.