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Apple Hospitality REIT

239 hedge funds and large institutions have $1.39B invested in Apple Hospitality REIT in 2020 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 62 increasing their positions, 105 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more call options, than puts

Call options by funds: $2.54M | Put options by funds: $1.63M

0.63% less ownership

Funds ownership: 66.18%65.56% (-0.63%)

2% less capital invested

Capital invested by funds: $1.42B → $1.39B (-$30.2M)

4% less funds holding

Funds holding: 248239 (-9)

13% less first-time investments, than exits

New positions opened: 35 | Existing positions closed: 40

41% less repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 105

Holders
239
Holders Change
-9
Holders Change %
-3.63%
% of All Funds
4.82%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.04%
New
35
Increased
62
Reduced
105
Closed
40
Calls
$2.54M
Puts
$1.63M
Net Calls
+$910K
Net Calls Change
-$37K
Name Holding Trade Value Shares
Change
Change in
Stake
EMFAT
151
Emerald Mutual Fund Advisers Trust
Pennsylvania
$231K +$232K +24,050 New
BFM
152
Boothbay Fund Management
New York
$226K -$247K -25,660 -52%
SEIA
153
Signature Estate & Investment Advisors
California
$216K -$15.1K -1,572 -7%
NAM
154
Nissay Asset Management
Japan
$211K +$30.8K +3,203 +17%
W
155
WealthStone
Ohio
$203K +$204K +21,140 New
Public Employees Retirement Association of Colorado
156
Public Employees Retirement Association of Colorado
Colorado
$198K
BCA
157
Berman Capital Advisors
Georgia
$192K -$1.35K -140 -0.7%
Mercer Global Advisors
158
Mercer Global Advisors
Colorado
$191K -$216K -22,444 -53%
WCM
159
Weld Capital Management
New York
$189K +$190K +19,719 New
PHK
160
Point72 Hong Kong
Hong Kong
$186K -$151K -15,633 -45%
CG
161
Cutler Group
California
$183K +$130K +13,500 +243%
HighTower Advisors
162
HighTower Advisors
Illinois
$178K -$11.1K -1,151 -6%
Jane Street
163
Jane Street
New York
$167K -$1.76M -182,317 -91%
MA
164
MONECO Advisors
Connecticut
$167K +$12.8K +1,326 +8%
SEI Investments
165
SEI Investments
Pennsylvania
$162K -$77.8K -8,082 -36%
OSAM
166
O'Shaughnessy Asset Management
Connecticut
$156K -$3.38K -351 -2%
PAM
167
Panagora Asset Management
Massachusetts
$154K -$613K -63,598 -80%
BAM
168
Belpointe Asset Management
Nevada
$153K +$153K +15,910 New
QI
169
QS Investors
New York
$151K
Principal Financial Group
170
Principal Financial Group
Iowa
$149K -$3.62M -375,839 -96%
RIM
171
Redpoint Investment Management
Australia
$146K
Creative Planning
172
Creative Planning
Kansas
$145K -$35.2K -3,650 -19%
E
173
Ergoteles
New York
$144K +$144K +15,000 New
SMDAM
174
Sumitomo Mitsui DS Asset Management
Japan
$143K
GAM
175
Gotham Asset Management
New York
$142K +$21.6K +2,242 +18%

APLE Hedge Fund Activity: Q3 2020 in Review

239 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Apple Hospitality REIT (APLE) for Q3 2020, worth a combined $1.39B — down 2.1% from $1.42B a quarter earlier.

Sellers outnumbered buyers: 40 funds closed out of APLE and 35 opened new positions — a net loss of 5 holders — while 105 trimmed existing stakes and 62 added.

The largest buyer was Prudential Financial, adding an estimated $31.9M. The largest seller was Deutsche Bank, cutting an estimated $60.6M.

  • 239 institutional investors held Apple Hospitality REIT (APLE) as of Q3 2020, down from 248 in Q2 2020.
  • Funds reported $1.39B of Apple Hospitality REIT stock for Q3 2020, down 2.1% quarter-over-quarter.
  • 35 funds opened new Apple Hospitality REIT positions in Q3 2020 and 40 closed out, a net change of -5 holders.
  • The largest Apple Hospitality REIT buyer in Q3 2020 was Prudential Financial, an estimated $31.9M added.
  • The largest Apple Hospitality REIT seller in Q3 2020 was Deutsche Bank, an estimated $60.6M sold.

Based on aggregated 13F filings for Q3 2020.