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Apple Hospitality REIT

239 hedge funds and large institutions have $1.39B invested in Apple Hospitality REIT in 2020 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 62 increasing their positions, 105 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more call options, than puts

Call options by funds: $2.54M | Put options by funds: $1.63M

0.63% less ownership

Funds ownership: 66.18%65.56% (-0.63%)

2% less capital invested

Capital invested by funds: $1.42B → $1.39B (-$30.2M)

4% less funds holding

Funds holding: 248239 (-9)

13% less first-time investments, than exits

New positions opened: 35 | Existing positions closed: 40

41% less repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 105

Holders
239
Holders Change
-9
Holders Change %
-3.63%
% of All Funds
4.82%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.04%
New
35
Increased
62
Reduced
105
Closed
40
Calls
$2.54M
Puts
$1.63M
Net Calls
+$910K
Net Calls Change
-$37K
Name Holding Trade Value Shares
Change
Change in
Stake
Citadel Advisors
176
Citadel Advisors
Florida
$138K -$230K -23,866 -62%
RJFSA
177
Raymond James Financial Services Advisors
Florida
$137K -$97.5K -10,122 -41%
US Bancorp
178
US Bancorp
Minnesota
$136K +$39.6K +4,112 +41%
GBT
179
Grove Bank & Trust
Florida
$130K
PS
180
Pensionfund Sabic
Netherlands
$125K
JWCA
181
J.W. Cole Advisors
Florida
$123K +$123K +12,778 New
VPIM
182
Vanguard Personalized Indexing Management
California
$119K -$1.15K -119 -1%
AOWM
183
Alpha Omega Wealth Management
Virginia
$118K
Teacher Retirement System of Texas
184
Teacher Retirement System of Texas
Texas
$117K +$117K +12,158 New
WQ
185
Wealth Quarterback
New Jersey
$116K
SCM
186
Schnieders Capital Management
California
$115K
PTP
187
Platform Technology Partners
New York
$114K
IAA
188
Independent Advisor Alliance
North Carolina
$113K
AIG
189
American International Group
New York
$110K -$5.41K -562 -5%
Cambridge Investment Research Advisors
190
Cambridge Investment Research Advisors
Iowa
$106K -$22K -2,283 -17%
Cetera Investment Advisers
191
Cetera Investment Advisers
Illinois
$106K
KC
192
Knuff & Co
California
$106K
SOAMC
193
Spirit of America Management Corp
New York
$104K -$271K -28,100 -72%
CNC
194
Canandaigua National Corp
New York
$104K -$3.57K -371 -3%
IA
195
IFP Advisors
Florida
$102K -$67.4K -7,000 -40%
Group One Trading
196
Group One Trading
Illinois
$99K -$73.4K -7,625 -42%
CIBC Asset Management
197
CIBC Asset Management
Ontario, Canada
$96K +$96.4K +10,007 New
ASN
198
Advisory Services Network
Georgia
$86K +$86.4K +8,972 New
APA
199
American Portfolios Advisors
New York
$73.9K -$24.7K -2,566 -25%
NFG
200
Next Financial Group
Texas
$68K +$68.1K +7,068 New

APLE Hedge Fund Activity: Q3 2020 in Review

239 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Apple Hospitality REIT (APLE) for Q3 2020, worth a combined $1.39B — down 2.1% from $1.42B a quarter earlier.

Sellers outnumbered buyers: 40 funds closed out of APLE and 35 opened new positions — a net loss of 5 holders — while 105 trimmed existing stakes and 62 added.

The largest buyer was Prudential Financial, adding an estimated $31.9M. The largest seller was Deutsche Bank, cutting an estimated $60.6M.

  • 239 institutional investors held Apple Hospitality REIT (APLE) as of Q3 2020, down from 248 in Q2 2020.
  • Funds reported $1.39B of Apple Hospitality REIT stock for Q3 2020, down 2.1% quarter-over-quarter.
  • 35 funds opened new Apple Hospitality REIT positions in Q3 2020 and 40 closed out, a net change of -5 holders.
  • The largest Apple Hospitality REIT buyer in Q3 2020 was Prudential Financial, an estimated $31.9M added.
  • The largest Apple Hospitality REIT seller in Q3 2020 was Deutsche Bank, an estimated $60.6M sold.

Based on aggregated 13F filings for Q3 2020.