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Apple Hospitality REIT

255 hedge funds and large institutions have $2.25B invested in Apple Hospitality REIT in 2019 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 102 increasing their positions, 76 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 24

34% more repeat investments, than reductions

Existing positions increased: 102 | Existing positions reduced: 76

2% more funds holding

Funds holding: 250255 (+5)

0.8% more ownership

Funds ownership: 61.3%62.1% (+0.8%)

1% less capital invested

Capital invested by funds: $2.27B → $2.25B (-$18.9M)

47% less call options, than puts

Call options by funds: $1.39M | Put options by funds: $2.62M

Holders
255
Holders Change
+5
Holders Change %
+2%
% of All Funds
5.02%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
36
Increased
102
Reduced
76
Closed
24
Calls
$1.39M
Puts
$2.62M
Net Calls
-$1.23M
Net Calls Change
+$5.7M
Name Holding Trade Value Shares
Change
Change in
Stake
OFW
201
Omnia Family Wealth
Florida
$195K -$7.1K -439 -4%
US Bancorp
202
US Bancorp
Minnesota
$193K -$56.9K -3,516 -23%
KFA
203
Kelleher Financial Advisors
New York
$192K
Cetera Investment Advisers
204
Cetera Investment Advisers
Illinois
$189K +$210 +13 +0.1%
PTP
205
Platform Technology Partners
New York
$184K +$183K +11,308 New
APA
206
American Portfolios Advisors
New York
$179K +$809 +50 +0.5%
Envestnet Asset Management
207
Envestnet Asset Management
Illinois
$167K -$12.7K -788 -7%
SMDAM
208
Sumitomo Mitsui DS Asset Management
Japan
$166K -$2.1K -130 -1%
LNC
209
Lincoln National Corp
Pennsylvania
$166K +$166K +10,238 New
GRP
210
Global Retirement Partners
California
$138K -$279K -17,261 -67%
BAM
211
Belpointe Asset Management
Nevada
$133K -$6.6K -408 -5%
LWM
212
Lenox Wealth Management
Ohio
$112K
PCM
213
Penserra Capital Management
California
$92K +$24.2K +1,496 +32%
Simplex Trading
214
Simplex Trading
Illinois
$76K +$76.4K +4,723 New
RCA
215
Ranch Capital Advisors
Florida
$75K -$41.4K -2,558 -36%
IA
216
IFP Advisors
Florida
$67K -$18.2K -1,125 -21%
Northwestern Mutual Wealth Management
217
Northwestern Mutual Wealth Management
Wisconsin
$66K -$7.02K -434 -10%
EFSCE
218
Enterprise Financial Services Corp (EFSC)
Missouri
$65K
AL
219
AJO LP
Pennsylvania
$65K +$27K +1,672 +70%
GWM
220
Geneos Wealth Management
Colorado
$65K +$37.3K +2,307 +131%
OSAM
221
O'Shaughnessy Asset Management
Connecticut
$62K +$60.2K +3,719 +3,444%
KPCM
222
Kings Point Capital Management
New York
$58K -$13.1K -807 -19%
Public Employees Retirement Association of Colorado
223
Public Employees Retirement Association of Colorado
Colorado
$51K
RFM
224
Royal Fund Management
Florida
$41K
ASN
225
Advisory Services Network
Georgia
$38K +$35.1K +2,171 +1,447%

APLE Hedge Fund Activity: Q4 2019 in Review

255 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Apple Hospitality REIT (APLE) for Q4 2019, worth a combined $2.25B — down 0.83% from $2.27B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new APLE positions and 24 closed out — a net gain of 12 holders — while 102 added to existing stakes and 76 trimmed.

The largest buyer was APG Asset Management, adding an estimated $24.6M. The largest seller was Schroder Investment Management Group, cutting an estimated $24.4M.

  • 255 institutional investors held Apple Hospitality REIT (APLE) as of Q4 2019, up from 250 in Q3 2019.
  • Funds reported $2.25B of Apple Hospitality REIT stock for Q4 2019, down 0.83% quarter-over-quarter.
  • 36 funds opened new Apple Hospitality REIT positions in Q4 2019 and 24 closed out, a net change of +12 holders.
  • The largest Apple Hospitality REIT buyer in Q4 2019 was APG Asset Management, an estimated $24.6M added.
  • The largest Apple Hospitality REIT seller in Q4 2019 was Schroder Investment Management Group, an estimated $24.4M sold.

Based on aggregated 13F filings for Q4 2019.