We are live on ! Find out more
APLE icon

Apple Hospitality REIT

220 hedge funds and large institutions have $2.46B invested in Apple Hospitality REIT in 2017 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 93 increasing their positions, 64 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 18

45% more repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 64

33% more call options, than puts

Call options by funds: $1.48M | Put options by funds: $1.11M

13% more capital invested

Capital invested by funds: $2.18B → $2.46B (+$277M)

10% more funds holding

Funds holding: 200220 (+20)

4.56% more ownership

Funds ownership: 51.71%56.27% (+4.6%)

Holders
220
Holders Change
+20
Holders Change %
+10%
% of All Funds
4.99%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
39
Increased
93
Reduced
64
Closed
18
Calls
$1.48M
Puts
$1.11M
Net Calls
+$365K
Net Calls Change
-$3.39M
Name Holding Trade Value Shares
Change
Change in
Stake
Public Employees Retirement Association of Colorado
176
Public Employees Retirement Association of Colorado
Colorado
$217K +$86.1K +4,468 +68%
Cambridge Investment Research Advisors
177
Cambridge Investment Research Advisors
Iowa
$213K +$210K +10,885 New
CCM
178
Cadence Capital Management
Massachusetts
$211K -$86.8K -4,503 -30%
Wolverine Trading
179
Wolverine Trading
Illinois
$204K +$201K +10,418 New
CAMG
180
CWA Asset Management Group
Florida
$196K
OWA
181
One Wealth Advisors
California
$176K +$173K +8,988 New
AG
182
Advisor Group
Arizona
$157K +$10K +519 +7%
Manulife (Manufacturers Life Insurance)
183
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$136K -$2.45K -127 -2%
LWM
184
Lenox Wealth Management
Ohio
$135K
US Bancorp
185
US Bancorp
Minnesota
$107K +$60.1K +3,120 +132%
Northwestern Mutual Wealth Management
186
Northwestern Mutual Wealth Management
Wisconsin
$89K -$100K -5,213 -53%
AIG
187
American International Group
New York
$86K +$84.6K +4,391 New
VIA
188
Vantage Investment Advisors
Pennsylvania
$77K
CG
189
Cutler Group
California
$66K +$16.2K +841 +33%
FFG
190
Ford Financial Group
California
$58K +$58K +3,011 New
PCM
191
Prelude Capital Management
New York
$56K +$54.6K +2,831 New
RFM
192
Royal Fund Management
Florida
$50K
THWM
193
Taylor Hoffman Wealth Management
Virginia
$39K +$38.5K +2,000 New
AIL
194
AGF Investments LLC
Ontario, Canada
$38K -$120K -6,202 -76%
JFA
195
JNBA Financial Advisors
Minnesota
$25K
GEA
196
Glen Eagle Advisors
New Jersey
$23.5K
JGIA
197
Jackson Grant Investment Advisers
Connecticut
$23K +$19 +1 +0.1%
TG
198
TLP Group
Illinois
$22K -$245K -12,731 -92%
TRCT
199
Tower Research Capital (TRC)
New York
$22K +$21.2K +1,098 New
PA
200
Parallel Advisors
California
$21K

APLE Hedge Fund Activity: Q4 2017 in Review

220 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Apple Hospitality REIT (APLE) for Q4 2017, worth a combined $2.46B — up 13% from $2.18B a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new APLE positions and 18 closed out — a net gain of 21 holders — while 93 added to existing stakes and 64 trimmed.

The largest buyer was PGGM Investments, opening a new position worth an estimated $69.8M. The largest seller was Daiwa Securities Group, cutting an estimated $15.6M.

  • 220 institutional investors held Apple Hospitality REIT (APLE) as of Q4 2017, up from 200 in Q3 2017.
  • Funds reported $2.46B of Apple Hospitality REIT stock for Q4 2017, up 13% quarter-over-quarter.
  • 39 funds opened new Apple Hospitality REIT positions in Q4 2017 and 18 closed out, a net change of +21 holders.
  • The largest Apple Hospitality REIT buyer in Q4 2017 was PGGM Investments, an estimated $69.8M added.
  • The largest Apple Hospitality REIT seller in Q4 2017 was Daiwa Securities Group, an estimated $15.6M sold.

Based on aggregated 13F filings for Q4 2017.