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Apple Hospitality REIT
APLE

315 hedge funds and large institutions have $3.6B invested in Apple Hospitality REIT in 2023 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 103 increasing their positions, 117 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

198% more call options, than puts

Call options by funds: $13.5M | Put options by funds: $4.51M

112% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 25

13% more capital invested

Capital invested by funds: $3.17B → $3.6B (+$427M)

9% more funds holding

Funds holding: 288 → 315 (+27)

4.26% more ownership

Funds ownership: 90.35% → 94.61% (+4.3%)

12% less repeat investments, than reductions

Existing positions increased: 103 | Existing positions reduced: 117

Holders
315
Holders Change
+27
Holders Change %
+9.38%
% of All Funds
4.59%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
53
Increased
103
Reduced
117
Closed
25
Calls
$13.5M
Puts
$4.51M
Net Calls
+$8.94M
Net Calls Change
+$6.36M

Top Buyers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
+$84M
2
Morgan Stanley
Morgan Stanley
New York
+$45.9M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$37.1M
4
RC
Resolution Capital
Australia
+$32.9M
5
Barclays
Barclays
United Kingdom
+$12.6M

Top Sellers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
-$25.7M
2
Vanguard Group
Vanguard Group
Pennsylvania
-$16.7M
3
Renaissance Technologies
Renaissance Technologies
New York
-$9.28M
4
JP Morgan Chase
JP Morgan Chase
New York
-$9M
5
Millennium Management
Millennium Management
New York
-$8.96M
Name Holding Trade Value Shares
Change 		Change in
Stake
NAM
176
Nissay Asset Management
Japan
$454K +$20.2K +1,245 +5%
KeyBank National Association
177
KeyBank National Association
Ohio
$451K -$8.28K -510 -2%
ECM
178
Everence Capital Management
Indiana
$447K – – –
QC
179
Quadrature Capital
United Kingdom
$444K +$261K +16,071 +151%
PNC Financial Services Group
180
PNC Financial Services Group
Pennsylvania
$442K +$22K +1,357 +5%
SW
181
SMART Wealth
Nebraska
$432K +$100K +6,173 +31%
HEIP
182
Hudson Edge Investment Partners
New Jersey
$429K -$14K -862 -3%
WHG
183
Westwood Holdings Group
Texas
$422K -$7.52M -463,000 -95%
MM
184
MQS Management
New York
$412K +$403K +24,825 New
KA
185
Kovack Advisors
Florida
$408K +$53K +3,262 +15%
HF
186
HRT Financial
New York
$406K +$397K +24,466 New
Commonwealth Equity Services
187
Commonwealth Equity Services
Massachusetts
$397K -$25.2K -1,551 -6%
SAM
188
Shell Asset Management
Netherlands
$391K -$115K -7,087 -23%
AIC
189
Aurora Investment Counsel
Georgia
$390K -$6.98K -430 -2%
AQR Capital Management
190
AQR Capital Management
Connecticut
$382K -$796K -49,011 -68%
I
191
InceptionR
California
$377K +$368K +22,674 New
B
192
Bailard
California
$373K +$365K +22,486 New
AIP
193
Ameritas Investment Partners
Nebraska
$371K +$14.6K +898 +4%
NYLIM
194
New York Life Investment Management
New York
$370K -$11.2K -691 -3%
M&T Bank
195
M&T Bank
New York
$368K -$4.32K -266 -1%
TSS
196
Two Sigma Securities
New York
$367K +$359K +22,092 New
Wealth Enhancement Advisory Services
197
Wealth Enhancement Advisory Services
Minnesota
$367K -$1.8K -111 -0.5%
UBS Group
198
UBS Group
Switzerland
$361K +$67.9K +4,183 +24%
VI
199
Versor Investments
New York
$344K – – –
VI
200
Vestcor Inc
New Brunswick, Canada
$344K +$336K +20,709 New
6 7
8
9 10

APLE Hedge Fund Activity: Q4 2023 in Review

315 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Apple Hospitality REIT (APLE) for Q4 2023, worth a combined $3.6B — up 13% from $3.17B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new APLE positions and 25 closed out — a net gain of 28 holders — while 103 added to existing stakes and 117 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $84M. The largest seller was Ameriprise, cutting an estimated $25.7M.

  • 315 institutional investors held Apple Hospitality REIT (APLE) as of Q4 2023, up from 288 in Q3 2023.
  • Funds reported $3.6B of Apple Hospitality REIT stock for Q4 2023, up 13% quarter-over-quarter.
  • 53 funds opened new Apple Hospitality REIT positions in Q4 2023 and 25 closed out, a net change of +28 holders.
  • The largest Apple Hospitality REIT buyer in Q4 2023 was Citadel Advisors, an estimated $84M added.
  • The largest Apple Hospitality REIT seller in Q4 2023 was Ameriprise, an estimated $25.7M sold.

Based on aggregated 13F filings for Q4 2023.