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Apple Hospitality REIT

256 hedge funds and large institutions have $1.29B invested in Apple Hospitality REIT in 2020 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 100 increasing their positions, 87 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

95% more call options, than puts

Call options by funds: $3.65M | Put options by funds: $1.87M

15% more repeat investments, than reductions

Existing positions increased: 100 | Existing positions reduced: 87

10% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 40

0.96% more ownership

Funds ownership: 62.1%63.06% (+0.96%)

0% more funds holding

Funds holding: 255256 (+1)

43% less capital invested

Capital invested by funds: $2.25B → $1.29B (-$967M)

Holders
256
Holders Change
+1
Holders Change %
+0.39%
% of All Funds
5.64%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
44
Increased
100
Reduced
87
Closed
40
Calls
$3.65M
Puts
$1.87M
Net Calls
+$1.78M
Net Calls Change
+$3.02M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of Nova Scotia
151
Bank of Nova Scotia
Ontario, Canada
$282K +$140K +10,661 +53%
HighTower Advisors
152
HighTower Advisors
Illinois
$280K +$85.1K +6,483 +27%
BNP Paribas Financial Markets
153
BNP Paribas Financial Markets
France
$279K -$58.5K -4,457 -13%
PDN
154
Pensionfund DSM Netherlands
Netherlands
$275K
Capital Fund Management (CFM)
155
Capital Fund Management (CFM)
France
$272K +$390K +29,697 New
ECM
156
ETrade Capital Management
Virginia
$264K -$37K -2,818 -9%
State of Wisconsin Investment Board
157
State of Wisconsin Investment Board
Wisconsin
$261K -$19.3K -1,470 -5%
CCM
158
Canal Capital Management
Virginia
$259K +$371K +28,225 New
DCM
159
Dupont Capital Management
Delaware
$246K +$352K +26,810 New
M&T Bank
160
M&T Bank
New York
$245K +$349K +26,615 New
MAM
161
Madison Asset Management
Wisconsin
$229K
AIL
162
AGF Investments LLC
Ontario, Canada
$223K +$31.1K +2,369 +11%
ProShare Advisors
163
ProShare Advisors
Maryland
$221K -$240K -18,252 -43%
Axa
164
Axa
France
$216K
FFG
165
Fortem Financial Group
California
$214K +$307K +23,366 New
AII
166
AGF Investments Inc
Ontario, Canada
$209K +$299K +22,792 New
MLICM
167
Metropolitan Life Insurance Company (MetLife)
New York
$206K
IA
168
IFP Advisors
Florida
$206K +$227K +17,261 +415%
AIA
169
Arrow Investment Advisors
Maryland
$205K -$5.61K -427 -2%
IA
170
IndexIQ Advisors
New York
$196K +$280K +21,356 New
Simplex Trading
171
Simplex Trading
Illinois
$194K +$216K +16,465 +349%
Public Employees Retirement Association of Colorado
172
Public Employees Retirement Association of Colorado
Colorado
$189K +$229K +17,473 +558%
Creative Planning
173
Creative Planning
Kansas
$184K -$213K -16,200 -45%
Cambridge Investment Research Advisors
174
Cambridge Investment Research Advisors
Iowa
$183K -$290K -22,072 -53%
BCA
175
Berman Capital Advisors
Georgia
$183K +$1.04K +79 +0.4%

APLE Hedge Fund Activity: Q1 2020 in Review

256 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Apple Hospitality REIT (APLE) for Q1 2020, worth a combined $1.29B — down 43% from $2.25B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new APLE positions and 40 closed out — a net gain of 4 holders — while 100 added to existing stakes and 87 trimmed.

The largest buyer was Invesco, adding an estimated $65.2M. The largest seller was BlackRock, cutting an estimated $34.4M.

  • 256 institutional investors held Apple Hospitality REIT (APLE) as of Q1 2020, up from 255 in Q4 2019.
  • Funds reported $1.29B of Apple Hospitality REIT stock for Q1 2020, down 43% quarter-over-quarter.
  • 44 funds opened new Apple Hospitality REIT positions in Q1 2020 and 40 closed out, a net change of +4 holders.
  • The largest Apple Hospitality REIT buyer in Q1 2020 was Invesco, an estimated $65.2M added.
  • The largest Apple Hospitality REIT seller in Q1 2020 was BlackRock, an estimated $34.4M sold.

Based on aggregated 13F filings for Q1 2020.