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Apple Hospitality REIT

220 hedge funds and large institutions have $2.46B invested in Apple Hospitality REIT in 2017 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 93 increasing their positions, 64 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 18

45% more repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 64

33% more call options, than puts

Call options by funds: $1.48M | Put options by funds: $1.11M

13% more capital invested

Capital invested by funds: $2.18B → $2.46B (+$277M)

10% more funds holding

Funds holding: 200220 (+20)

4.56% more ownership

Funds ownership: 51.71%56.27% (+4.6%)

Holders
220
Holders Change
+20
Holders Change %
+10%
% of All Funds
4.99%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
39
Increased
93
Reduced
64
Closed
18
Calls
$1.48M
Puts
$1.11M
Net Calls
+$365K
Net Calls Change
-$3.39M
Name Holding Trade Value Shares
Change
Change in
Stake
AssetMark Inc
201
AssetMark Inc
California
$20K +$19.2K +995 New
FHA
202
First Horizon Advisors
Tennessee
$19K
KF
203
Krilogy Financial
Missouri
$18K +$17.3K +900 New
GWM
204
Geneos Wealth Management
Colorado
$17K +$3.28K +170 +23%
GAM
205
Gemmer Asset Management
California
$15K
MWM
206
Mascoma Wealth Management
New Hampshire
$10K
Carson Wealth (CWM LLC)
207
Carson Wealth (CWM LLC)
Nebraska
$7K -$424 -22 -6%
IA
208
IFP Advisors
Florida
$7K
STA
209
Summit Trail Advisors
New York
$7K +$6.48K +336 New
POIA
210
Pin Oak Investment Advisors
Texas
$7K +$6.63K +344 New
OFW
211
Omnia Family Wealth
Florida
$6K +$5.82K +302 New
FWM
212
Focused Wealth Management
New York
$5K +$77 +4 +2%
SWP
213
Stratos Wealth Partners
Ohio
$5K +$5.03K +261 New
VNA
214
Valley National Advisers
Pennsylvania
$4K
TWA
215
TCI Wealth Advisors
Arizona
$3K
DOA
216
D'Orazio & Associates
Virginia
$2K
WWMSC
217
Wagner Wealth Management (South Carolina)
South Carolina
$2K
MOS
218
MGO One Seven
Ohio
$2K +$1.62K +84 New
Parallax Volatility Advisers
219
Parallax Volatility Advisers
California
$2K +$1.97K +102 New
EARNEST Partners
220
EARNEST Partners
Georgia
$2K +$2.02K +105 New
PCP
221
Proficio Capital Partners
Massachusetts
$1K
QCG
222
Quadrant Capital Group
Ohio
$1K
PCG
223
Private Capital Group
Connecticut
$18 +$77.1K +4,000 New
EAM
224
Eagle Asset Management
Florida
-$6.77M -357,025 Closed
Credit Agricole
225
Credit Agricole
France
-$2.11M -111,661 Closed

APLE Hedge Fund Activity: Q4 2017 in Review

220 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Apple Hospitality REIT (APLE) for Q4 2017, worth a combined $2.46B — up 13% from $2.18B a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new APLE positions and 18 closed out — a net gain of 21 holders — while 93 added to existing stakes and 64 trimmed.

The largest buyer was PGGM Investments, opening a new position worth an estimated $69.8M. The largest seller was Daiwa Securities Group, cutting an estimated $15.6M.

  • 220 institutional investors held Apple Hospitality REIT (APLE) as of Q4 2017, up from 200 in Q3 2017.
  • Funds reported $2.46B of Apple Hospitality REIT stock for Q4 2017, up 13% quarter-over-quarter.
  • 39 funds opened new Apple Hospitality REIT positions in Q4 2017 and 18 closed out, a net change of +21 holders.
  • The largest Apple Hospitality REIT buyer in Q4 2017 was PGGM Investments, an estimated $69.8M added.
  • The largest Apple Hospitality REIT seller in Q4 2017 was Daiwa Securities Group, an estimated $15.6M sold.

Based on aggregated 13F filings for Q4 2017.