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Apple Hospitality REIT

317 hedge funds and large institutions have $3.07B invested in Apple Hospitality REIT in 2024 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 112 increasing their positions, 122 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more call options, than puts

Call options by funds: $8.77M | Put options by funds: $4.39M

1% more capital invested

Capital invested by funds: $3.03B → $3.07B (+$37.1M)

0% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 36

0.2% less ownership

Funds ownership: 85.99%85.79% (-0.2%)

0% less funds holding

Funds holding: 318317 (-1)

8% less repeat investments, than reductions

Existing positions increased: 112 | Existing positions reduced: 122

Holders
317
Holders Change
-1
Holders Change %
-0.31%
% of All Funds
4.55%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
36
Increased
112
Reduced
122
Closed
36
Calls
$8.77M
Puts
$4.39M
Net Calls
+$4.37M
Net Calls Change
+$454K
Name Holding Trade Value Shares
Change
Change in
Stake
PVI
151
Pine Valley Investments
New Jersey
$656K
AQR Capital Management
152
AQR Capital Management
Connecticut
$632K +$283K +19,530 +85%
Connor, Clark & Lunn Investment Management (CC&L)
153
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$611K +$596K +41,159 New
MAM
154
Martingale Asset Management
Massachusetts
$609K -$1.88M -129,779 -76%
SMDAM
155
Sumitomo Mitsui DS Asset Management
Japan
$599K
HPG
156
Harvest Portfolios Group
Ontario, Canada
$599K -$47.9K -3,312 -8%
CM
157
Crestline Management
Texas
$589K +$574K +39,696 New
KeyBank National Association
158
KeyBank National Association
Ohio
$578K +$96.4K +6,661 +21%
VanEck Associates
159
VanEck Associates
New York
$576K +$62.2K +4,300 +12%
FC
160
FORA Capital
Florida
$571K +$557K +38,475 New
SBIA
161
Sheaff Brock Investment Advisors
Indiana
$562K -$3.39K -234 -0.6%
BC
162
Burney Company
Virginia
$534K +$14.7K +1,019 +3%
Allspring Global Investments
163
Allspring Global Investments
North Carolina
$531K -$36.9K -2,548 -7%
VI
164
Versor Investments
New York
$526K +$512K +35,400 New
Lido Advisors
165
Lido Advisors
California
$516K -$126K -8,709 -20%
MOACM
166
Mutual of America Capital Management
New York
$500K -$48.8K -3,370 -9%
YIH
167
Y-Intercept (HK)
Hong Kong
$497K +$484K +33,456 New
IMC Chicago
168
IMC Chicago
Illinois
$496K +$225K +15,572 +87%
NAM
169
Nissay Asset Management
Japan
$489K +$40.4K +2,793 +9%
GCA
170
Greenwood Capital Associates
South Carolina
$483K -$11.5K -794 -2%
Susquehanna International Group
171
Susquehanna International Group
Pennsylvania
$483K -$1.03M -71,340 -69%
Osaic Holdings
172
Osaic Holdings
Arizona
$480K +$2.91K +201 +0.6%
KOCAA
173
Knights of Columbus Asset Advisors
Connecticut
$445K -$1.89M -130,944 -81%
Creative Planning
174
Creative Planning
Kansas
$432K +$51.8K +3,580 +14%
Arrowstreet Capital
175
Arrowstreet Capital
Massachusetts
$429K +$418K +28,877 New

APLE Hedge Fund Activity: Q3 2024 in Review

317 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Apple Hospitality REIT (APLE) for Q3 2024, worth a combined $3.07B — up 1.2% from $3.03B a quarter earlier.

Fund positioning in APLE was balanced in Q3 2024: 36 funds opened new positions, 36 closed out, 112 added to existing stakes and 122 trimmed.

The largest buyer was Centersquare Investment Management, opening a new position worth an estimated $37.2M. The largest seller was Fidelity Investments, cutting an estimated $28.1M.

  • 317 institutional investors held Apple Hospitality REIT (APLE) as of Q3 2024, down from 318 in Q2 2024.
  • Funds reported $3.07B of Apple Hospitality REIT stock for Q3 2024, up 1.2% quarter-over-quarter.
  • 36 funds opened new Apple Hospitality REIT positions in Q3 2024 and 36 closed out, a net change of 0 holders.
  • The largest Apple Hospitality REIT buyer in Q3 2024 was Centersquare Investment Management, an estimated $37.2M added.
  • The largest Apple Hospitality REIT seller in Q3 2024 was Fidelity Investments, an estimated $28.1M sold.

Based on aggregated 13F filings for Q3 2024.