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Apple Hospitality REIT

247 hedge funds and large institutions have $2.04B invested in Apple Hospitality REIT in 2020 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 72 increasing their positions, 87 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more call options, than puts

Call options by funds: $5.96M | Put options by funds: $2.75M

46% more capital invested

Capital invested by funds: $1.39B → $2.04B (+$641M)

31% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 35

5.08% more ownership

Funds ownership: 65.56%70.63% (+5.1%)

3% more funds holding

Funds holding: 239247 (+8)

17% less repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 87

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
247
Holders Change
+8
Holders Change %
+3.35%
% of All Funds
4.37%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
46
Increased
72
Reduced
87
Closed
35
Calls
$5.96M
Puts
$2.75M
Net Calls
+$3.21M
Net Calls Change
+$2.3M
Name Holding Trade Value Shares
Change
Change in
Stake
IAA
176
Independent Advisor Alliance
North Carolina
$152K
PHK
177
Point72 Hong Kong
Hong Kong
$145K -$96K -8,088 -42%
EGM
178
Engineers Gate Manager
New York
$145K +$133K +11,234 New
M1FG
179
Mach-1 Financial Group
Arkansas
$143K +$132K +11,088 New
QI
180
QS Investors
New York
$142K -$56K -4,721 -30%
SEI Investments
181
SEI Investments
Pennsylvania
$142K -$42.3K -3,567 -25%
KC
182
Knuff & Co
California
$142K
URS
183
Utah Retirement Systems
Utah
$140K -$425K -35,780 -77%
XM
184
XTX Markets
New York
$139K +$128K +10,803 New
LNWWM
185
Laird Norton Wetherby Wealth Management
California
$137K +$126K +10,624 New
IA
186
IFP Advisors
Florida
$136K
CNC
187
Canandaigua National Corp
New York
$130K -$8.48K -715 -7%
JF
188
Jump Financial
Illinois
$130K +$120K +10,129 New
CIBC Asset Management
189
CIBC Asset Management
Ontario, Canada
$129K
PS
190
Pensionfund Sabic
Netherlands
$125K
APA
191
American Portfolios Advisors
New York
$116K +$15K +1,266 +16%
US Bancorp
192
US Bancorp
Minnesota
$115K -$61.4K -5,174 -37%
VanEck Associates
193
VanEck Associates
New York
$109K +$25.1K +2,112 +33%
NFG
194
Next Financial Group
Texas
$91K
SOAMC
195
Spirit of America Management Corp
New York
$88K -$47.5K -4,000 -37%
QT
196
Quantbot Technologies
New York
$87K +$80.6K +6,795 New
S
197
SignatureFD
Georgia
$84K +$7.34K +619 +11%
COCM
198
Charter Oak Capital Management
New Hampshire
$83K +$76K +6,404 New
PAM
199
Panagora Asset Management
Massachusetts
$80K -$117K -9,819 -61%
Northwestern Mutual Wealth Management
200
Northwestern Mutual Wealth Management
Wisconsin
$80K -$9.84K -829 -12%

APLE Hedge Fund Activity: Q4 2020 in Review

247 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Apple Hospitality REIT (APLE) for Q4 2020, worth a combined $2.04B — up 46% from $1.39B a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new APLE positions and 35 closed out — a net gain of 11 holders — while 72 added to existing stakes and 87 trimmed.

The largest buyer was Deutsche Bank, adding an estimated $66.2M. The largest seller was Brookfield Corp, exiting entirely with an estimated $53.8M sold.

  • 247 institutional investors held Apple Hospitality REIT (APLE) as of Q4 2020, up from 239 in Q3 2020.
  • Funds reported $2.04B of Apple Hospitality REIT stock for Q4 2020, up 46% quarter-over-quarter.
  • 46 funds opened new Apple Hospitality REIT positions in Q4 2020 and 35 closed out, a net change of +11 holders.
  • The largest Apple Hospitality REIT buyer in Q4 2020 was Deutsche Bank, an estimated $66.2M added.
  • The largest Apple Hospitality REIT seller in Q4 2020 was Brookfield Corp, an estimated $53.8M sold.

Based on aggregated 13F filings for Q4 2020.