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Apple Hospitality REIT

248 hedge funds and large institutions have $1.42B invested in Apple Hospitality REIT in 2020 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 74 increasing their positions, 105 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

65% more call options, than puts

Call options by funds: $2.41M | Put options by funds: $1.47M

11% more capital invested

Capital invested by funds: $1.29B → $1.42B (+$139M)

3.12% more ownership

Funds ownership: 63.06%66.18% (+3.1%)

3% less funds holding

Funds holding: 256248 (-8)

11% less first-time investments, than exits

New positions opened: 41 | Existing positions closed: 46

30% less repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 105

Holders
248
Holders Change
-8
Holders Change %
-3.13%
% of All Funds
5.09%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
41
Increased
74
Reduced
105
Closed
46
Calls
$2.41M
Puts
$1.47M
Net Calls
+$947K
Net Calls Change
-$835K
Name Holding Trade Value Shares
Change
Change in
Stake
Simplex Trading
176
Simplex Trading
Illinois
$164K -$39.5K -4,160 -20%
OSAM
177
O'Shaughnessy Asset Management
Connecticut
$160K -$227K -23,849 -59%
MA
178
MONECO Advisors
Connecticut
$155K
QI
179
QS Investors
New York
$152K -$1.49M -157,037 -91%
TC
180
Truvestments Capital
Florida
$152K
HF
181
HRT Financial
New York
$152K +$150K +15,823 New
PI
182
Putnam Investments
Massachusetts
$150K -$18.7K -1,969 -11%
OR
183
Olympiad Research
Connecticut
$148K +$146K +15,351 New
RIM
184
Redpoint Investment Management
Australia
$147K +$19K +2,000 +15%
PRC
185
Pearl River Capital
Michigan
$147K +$145K +15,256 New
SMDAM
186
Sumitomo Mitsui DS Asset Management
Japan
$144K +$45.1K +4,746 +46%
Baird Financial Group
187
Baird Financial Group
Wisconsin
$143K -$166K -17,410 -54%
LI
188
Leap Investments
Illinois
$141K +$139K +14,600 New
GBT
189
Grove Bank & Trust
Florida
$131K +$129K +13,523 New
Cambridge Investment Research Advisors
190
Cambridge Investment Research Advisors
Iowa
$129K -$62.7K -6,596 -33%
HAG
191
HighPoint Advisor Group
Illinois
$129K -$29.4K -3,092 -19%
PS
192
Pensionfund Sabic
Netherlands
$126K
Mackenzie Financial
193
Mackenzie Financial
Ontario, Canada
$122K
VPIM
194
Vanguard Personalized Indexing Management
California
$121K +$119K +12,503 New
GAM
195
Gotham Asset Management
New York
$121K +$119K +12,527 New
AOWM
196
Alpha Omega Wealth Management
Virginia
$119K -$2.6M -273,404 -96%
AIG
197
American International Group
New York
$116K -$6.46K -679 -5%
WQ
198
Wealth Quarterback
New Jersey
$116K
SCM
199
Schnieders Capital Management
California
$116K +$9.51K +1,000 +9%
PTP
200
Platform Technology Partners
New York
$114K -$76 -8 -0.1%

APLE Hedge Fund Activity: Q2 2020 in Review

248 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Apple Hospitality REIT (APLE) for Q2 2020, worth a combined $1.42B — up 11% from $1.29B a quarter earlier.

Sellers outnumbered buyers: 46 funds closed out of APLE and 41 opened new positions — a net loss of 5 holders — while 105 trimmed existing stakes and 74 added.

The largest buyer was Deutsche Bank, adding an estimated $60M. The largest seller was Eminence Capital, exiting entirely with an estimated $26.1M sold.

  • 248 institutional investors held Apple Hospitality REIT (APLE) as of Q2 2020, down from 256 in Q1 2020.
  • Funds reported $1.42B of Apple Hospitality REIT stock for Q2 2020, up 11% quarter-over-quarter.
  • 41 funds opened new Apple Hospitality REIT positions in Q2 2020 and 46 closed out, a net change of -5 holders.
  • The largest Apple Hospitality REIT buyer in Q2 2020 was Deutsche Bank, an estimated $60M added.
  • The largest Apple Hospitality REIT seller in Q2 2020 was Eminence Capital, an estimated $26.1M sold.

Based on aggregated 13F filings for Q2 2020.