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Apple Hospitality REIT

200 hedge funds and large institutions have $2.18B invested in Apple Hospitality REIT in 2017 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 102 increasing their positions, 52 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

268% more call options, than puts

Call options by funds: $5.16M | Put options by funds: $1.4M

96% more repeat investments, than reductions

Existing positions increased: 102 | Existing positions reduced: 52

1.58% more ownership

Funds ownership: 50.13%51.71% (+1.6%)

4% more capital invested

Capital invested by funds: $2.09B → $2.18B (+$89M)

1% less funds holding

Funds holding: 202200 (-2)

5% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 19

Holders
200
Holders Change
-2
Holders Change %
-0.99%
% of All Funds
4.99%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
18
Increased
102
Reduced
52
Closed
19
Calls
$5.16M
Puts
$1.4M
Net Calls
+$3.75M
Net Calls Change
-$364K
Name Holding Trade Value Shares
Change
Change in
Stake
Public Employees Retirement Association of Colorado
176
Public Employees Retirement Association of Colorado
Colorado
$125K
MOACM
177
Mutual of America Capital Management
New York
$124K
Simplex Trading
178
Simplex Trading
Illinois
$107K +$105K +5,710 New
VIA
179
Vantage Investment Advisors
Pennsylvania
$74K +$36.7K +2,000 +105%
CG
180
Cutler Group
California
$48K -$131K -7,140 -74%
RFM
181
Royal Fund Management
Florida
$48K
US Bancorp
182
US Bancorp
Minnesota
$45K -$20.4K -1,110 -32%
NIT
183
NumerixS Investment Technologies
British Columbia, Canada
$43K -$119K -6,500 -74%
PCM
184
Penserra Capital Management
California
$39K +$38.3K +2,088 New
JFA
185
JNBA Financial Advisors
Minnesota
$24K
GEA
186
Glen Eagle Advisors
New Jersey
$22.6K
JGIA
187
Jackson Grant Investment Advisers
Connecticut
$22K +$18 +1 +0.1%
PA
188
Parallel Advisors
California
$21K -$843 -46 -4%
FHA
189
First Horizon Advisors
Tennessee
$19K -$733 -40 -4%
GAM
190
Gemmer Asset Management
California
$18K +$39.6K +2,159 +111%
GWM
191
Geneos Wealth Management
Colorado
$14K +$7.44K +406 +121%
MWM
192
Mascoma Wealth Management
New Hampshire
$9K
IA
193
IFP Advisors
Florida
$7K +$1.83K +100 +39%
Carson Wealth (CWM LLC)
194
Carson Wealth (CWM LLC)
Nebraska
$7K +$7.22K +394 New
TDC
195
Thompson Davis & Co
Virginia
$6K
MAM
196
Meeder Asset Management
Ohio
$5K
FWM
197
Focused Wealth Management
New York
$4K -$9.96K -543 -71%
PHK
198
Point72 Hong Kong
Hong Kong
$4K +$4.05K +221 New
TWA
199
TCI Wealth Advisors
Arizona
$3K
VNA
200
Valley National Advisers
Pennsylvania
$3K

APLE Hedge Fund Activity: Q3 2017 in Review

200 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Apple Hospitality REIT (APLE) for Q3 2017, worth a combined $2.18B — up 4.3% from $2.09B a quarter earlier.

Sellers outnumbered buyers: 19 funds closed out of APLE and 18 opened new positions — a net loss of 1 holder — while 52 trimmed existing stakes and 102 added.

The largest buyer was BlackRock, adding an estimated $20.6M. The largest seller was Invesco, cutting an estimated $50.3M.

  • 200 institutional investors held Apple Hospitality REIT (APLE) as of Q3 2017, down from 202 in Q2 2017.
  • Funds reported $2.18B of Apple Hospitality REIT stock for Q3 2017, up 4.3% quarter-over-quarter.
  • 18 funds opened new Apple Hospitality REIT positions in Q3 2017 and 19 closed out, a net change of -1 holder.
  • The largest Apple Hospitality REIT buyer in Q3 2017 was BlackRock, an estimated $20.6M added.
  • The largest Apple Hospitality REIT seller in Q3 2017 was Invesco, an estimated $50.3M sold.

Based on aggregated 13F filings for Q3 2017.