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Apple Hospitality REIT

220 hedge funds and large institutions have $2.46B invested in Apple Hospitality REIT in 2017 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 93 increasing their positions, 64 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 18

45% more repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 64

33% more call options, than puts

Call options by funds: $1.48M | Put options by funds: $1.11M

13% more capital invested

Capital invested by funds: $2.18B → $2.46B (+$277M)

10% more funds holding

Funds holding: 200220 (+20)

4.56% more ownership

Funds ownership: 51.71%56.27% (+4.6%)

Holders
220
Holders Change
+20
Holders Change %
+10%
% of All Funds
4.99%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
39
Increased
93
Reduced
64
Closed
18
Calls
$1.48M
Puts
$1.11M
Net Calls
+$365K
Net Calls Change
-$3.39M
Name Holding Trade Value Shares
Change
Change in
Stake
Zurich Cantonal Bank
151
Zurich Cantonal Bank
Switzerland
$364K +$60.7K +3,147 +20%
FWIA
152
Fort Washington Investment Advisors
Ohio
$353K +$25.1K +1,300 +8%
VI
153
Versor Investments
New York
$347K +$341K +17,700 New
CI
154
Cigna Investments
Connecticut
$343K +$337K +17,459 New
MLICM
155
Metropolitan Life Insurance Company (MetLife)
New York
$341K -$4.99K -259 -1%
VIA
156
Vident Investment Advisory
Georgia
$339K +$333K +17,289 New
HAG
157
HighPoint Advisor Group
Illinois
$330K +$150K +7,766 +74%
NA
158
Neuburgh Advisers
California
$326K -$243K -12,628 -43%
Fifth Third Bancorp
159
Fifth Third Bancorp
Ohio
$319K -$20.4K -1,057 -6%
OAM
160
Oppenheimer Asset Management
New York
$319K
MHS
161
M Holdings Securities
Oregon
$303K -$5.78K -300 -2%
FRM
162
Fox Run Management
Connecticut
$298K +$292K +15,175 New
TF
163
TIAA FSB
Florida
$292K
GT
164
Glenmede Trust
Pennsylvania
$279K -$34.3K -1,778 -11%
RJFSA
165
Raymond James Financial Services Advisors
Florida
$275K +$385 +20 +0.1%
KSA
166
Ken Stern & Associates
California
$256K +$39 +2 +0%
PCMC
167
Paragon Capital Management (Colorado)
Colorado
$254K
Thrivent Financial for Lutherans
168
Thrivent Financial for Lutherans
Minnesota
$241K -$890K -46,200 -79%
APA
169
American Portfolios Advisors
New York
$240K +$236K +12,228 New
NAM
170
Nissay Asset Management
Japan
$238K +$234K +12,134 New
MCIM
171
Meadow Creek Investment Management
Georgia
$237K -$177K -9,184 -43%
PAM
172
Panagora Asset Management
Massachusetts
$236K
RCA
173
Rowland Carmichael Advisors
Arizona
$227K -$9.5K -493 -4%
M&T Bank
174
M&T Bank
New York
$219K +$10.3K +534 +5%
EWM
175
Evermay Wealth Management
Virginia
$218K +$215K +11,130 New

APLE Hedge Fund Activity: Q4 2017 in Review

220 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Apple Hospitality REIT (APLE) for Q4 2017, worth a combined $2.46B — up 13% from $2.18B a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new APLE positions and 18 closed out — a net gain of 21 holders — while 93 added to existing stakes and 64 trimmed.

The largest buyer was PGGM Investments, opening a new position worth an estimated $69.8M. The largest seller was Daiwa Securities Group, cutting an estimated $15.6M.

  • 220 institutional investors held Apple Hospitality REIT (APLE) as of Q4 2017, up from 200 in Q3 2017.
  • Funds reported $2.46B of Apple Hospitality REIT stock for Q4 2017, up 13% quarter-over-quarter.
  • 39 funds opened new Apple Hospitality REIT positions in Q4 2017 and 18 closed out, a net change of +21 holders.
  • The largest Apple Hospitality REIT buyer in Q4 2017 was PGGM Investments, an estimated $69.8M added.
  • The largest Apple Hospitality REIT seller in Q4 2017 was Daiwa Securities Group, an estimated $15.6M sold.

Based on aggregated 13F filings for Q4 2017.