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Apple Hospitality REIT

247 hedge funds and large institutions have $2.04B invested in Apple Hospitality REIT in 2020 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 72 increasing their positions, 87 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more call options, than puts

Call options by funds: $5.96M | Put options by funds: $2.75M

46% more capital invested

Capital invested by funds: $1.39B → $2.04B (+$641M)

31% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 35

5.08% more ownership

Funds ownership: 65.56%70.63% (+5.1%)

3% more funds holding

Funds holding: 239247 (+8)

17% less repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 87

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
247
Holders Change
+8
Holders Change %
+3.35%
% of All Funds
4.37%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
46
Increased
72
Reduced
87
Closed
35
Calls
$5.96M
Puts
$2.75M
Net Calls
+$3.21M
Net Calls Change
+$2.3M
Name Holding Trade Value Shares
Change
Change in
Stake
Mercer Global Advisors
151
Mercer Global Advisors
Colorado
$243K -$12.1K -1,020 -5%
NAM
152
Nissay Asset Management
Japan
$235K -$43.6K -3,674 -17%
M&T Bank
153
M&T Bank
New York
$232K -$97.4K -8,205 -31%
Qube Research & Technologies (QRT)
154
Qube Research & Technologies (QRT)
United Kingdom
$232K +$213K +17,934 New
BI
155
Berkeley Inc
Idaho
$214K +$196K +16,546 New
Arrowstreet Capital
156
Arrowstreet Capital
Massachusetts
$213K +$196K +16,500 New
BAM
157
Belpointe Asset Management
Nevada
$207K +$1.23K +104 +0.7%
Ensign Peak Advisors
158
Ensign Peak Advisors
Utah
$198K -$3.56M -300,350 -95%
RIM
159
Redpoint Investment Management
Australia
$197K
Creative Planning
160
Creative Planning
Kansas
$196K +$890 +75 +0.5%
Cetera Investment Advisers
161
Cetera Investment Advisers
Illinois
$195K +$48.3K +4,068 +37%
SMDAM
162
Sumitomo Mitsui DS Asset Management
Japan
$180K -$12.1K -1,021 -7%
MA
163
MONECO Advisors
Connecticut
$179K -$41.6K -3,509 -20%
Aberdeen Group
164
Aberdeen Group
United Kingdom
$178K +$163K +13,757 New
GBT
165
Grove Bank & Trust
Florida
$175K
HFM
166
Harvest Fund Management
China
$173K +$159K +13,438 New
VPIM
167
Vanguard Personalized Indexing Management
California
$168K +$7.44K +627 +5%
RJFSA
168
Raymond James Financial Services Advisors
Florida
$163K -$19.7K -1,663 -12%
OSAM
169
O'Shaughnessy Asset Management
Connecticut
$162K -$43.2K -3,643 -22%
AOWM
170
Alpha Omega Wealth Management
Virginia
$159K
WCM
171
Weld Capital Management
New York
$157K -$89.5K -7,545 -38%
SCM
172
Schnieders Capital Management
California
$155K
WQ
173
Wealth Quarterback
New Jersey
$154K
UWM
174
Urban Wealth Management
California
$154K +$142K +11,960 New
PTP
175
Platform Technology Partners
New York
$153K

APLE Hedge Fund Activity: Q4 2020 in Review

247 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Apple Hospitality REIT (APLE) for Q4 2020, worth a combined $2.04B — up 46% from $1.39B a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new APLE positions and 35 closed out — a net gain of 11 holders — while 72 added to existing stakes and 87 trimmed.

The largest buyer was Deutsche Bank, adding an estimated $66.2M. The largest seller was Brookfield Corp, exiting entirely with an estimated $53.8M sold.

  • 247 institutional investors held Apple Hospitality REIT (APLE) as of Q4 2020, up from 239 in Q3 2020.
  • Funds reported $2.04B of Apple Hospitality REIT stock for Q4 2020, up 46% quarter-over-quarter.
  • 46 funds opened new Apple Hospitality REIT positions in Q4 2020 and 35 closed out, a net change of +11 holders.
  • The largest Apple Hospitality REIT buyer in Q4 2020 was Deutsche Bank, an estimated $66.2M added.
  • The largest Apple Hospitality REIT seller in Q4 2020 was Brookfield Corp, an estimated $53.8M sold.

Based on aggregated 13F filings for Q4 2020.