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Apple Hospitality REIT

236 hedge funds and large institutions have $2.29B invested in Apple Hospitality REIT in 2018 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 109 increasing their positions, 64 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

135% more call options, than puts

Call options by funds: $2.49M | Put options by funds: $1.06M

71% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 24

70% more repeat investments, than reductions

Existing positions increased: 109 | Existing positions reduced: 64

7% more funds holding

Funds holding: 220236 (+16)

0.55% more ownership

Funds ownership: 56.27%56.82% (+0.55%)

7% less capital invested

Capital invested by funds: $2.46B → $2.29B (-$164M)

Holders
236
Holders Change
+16
Holders Change %
+7.27%
% of All Funds
5.41%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
41
Increased
109
Reduced
64
Closed
24
Calls
$2.49M
Puts
$1.06M
Net Calls
+$1.43M
Net Calls Change
+$1.07M
Name Holding Trade Value Shares
Change
Change in
Stake
Wolverine Trading
176
Wolverine Trading
Illinois
$252K +$71.4K +3,897 +37%
Fifth Third Bancorp
177
Fifth Third Bancorp
Ohio
$249K -$38K -2,076 -13%
KSA
178
Ken Stern & Associates
California
$240K +$10.9K +597 +5%
NAM
179
Nissay Asset Management
Japan
$230K +$18K +981 +8%
TG
180
TLP Group
Illinois
$227K +$217K +11,840 +1,074%
ECM
181
Element Capital Management
New York
$222K +$231K +12,611 New
Thrivent Financial for Lutherans
182
Thrivent Financial for Lutherans
Minnesota
$216K
PAM
183
Panagora Asset Management
Massachusetts
$212K
Public Employees Retirement Association of Colorado
184
Public Employees Retirement Association of Colorado
Colorado
$195K +$256 +14 +0.1%
MAM
185
Meeder Asset Management
Ohio
$190K -$736K -40,170 -79%
RCA
186
Rowland Carmichael Advisors
Arizona
$189K -$15K -818 -7%
CCM
187
Cadence Capital Management
Massachusetts
$189K
Franklin Resources
188
Franklin Resources
California
$176K +$184K +10,034 New
OWA
189
One Wealth Advisors
California
$159K +$696 +38 +0.4%
Nisa Investment Advisors
190
Nisa Investment Advisors
Missouri
$141K -$220K -12,000 -60%
AG
191
Advisor Group
Arizona
$135K -$4.63K -253 -3%
Northwestern Mutual Wealth Management
192
Northwestern Mutual Wealth Management
Wisconsin
$127K +$49K +2,677 +59%
LWM
193
Lenox Wealth Management
Ohio
$121K
Manulife (Manufacturers Life Insurance)
194
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$114K -$8.52K -465 -7%
APA
195
American Portfolios Advisors
New York
$109K -$110K -6,010 -49%
CBOA
196
Commonwealth Bank of Australia
Australia
$94K +$98.9K +5,400 New
US Bancorp
197
US Bancorp
Minnesota
$87K -$9.44K -515 -9%
AIG
198
American International Group
New York
$77K
PI
199
PineBridge Investments
New York
$77K +$80.2K +4,380 New
Pacer Advisors
200
Pacer Advisors
Pennsylvania
$73K +$76.3K +4,164 New

APLE Hedge Fund Activity: Q1 2018 in Review

236 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Apple Hospitality REIT (APLE) for Q1 2018, worth a combined $2.29B — down 6.7% from $2.46B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new APLE positions and 24 closed out — a net gain of 17 holders — while 109 added to existing stakes and 64 trimmed.

The largest buyer was Long Pond Capital, opening a new position worth an estimated $67.6M. The largest seller was Cohen & Steers, cutting an estimated $113M.

  • 236 institutional investors held Apple Hospitality REIT (APLE) as of Q1 2018, up from 220 in Q4 2017.
  • Funds reported $2.29B of Apple Hospitality REIT stock for Q1 2018, down 6.7% quarter-over-quarter.
  • 41 funds opened new Apple Hospitality REIT positions in Q1 2018 and 24 closed out, a net change of +17 holders.
  • The largest Apple Hospitality REIT buyer in Q1 2018 was Long Pond Capital, an estimated $67.6M added.
  • The largest Apple Hospitality REIT seller in Q1 2018 was Cohen & Steers, an estimated $113M sold.

Based on aggregated 13F filings for Q1 2018.