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Apple Hospitality REIT

256 hedge funds and large institutions have $1.29B invested in Apple Hospitality REIT in 2020 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 100 increasing their positions, 87 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

95% more call options, than puts

Call options by funds: $3.65M | Put options by funds: $1.87M

15% more repeat investments, than reductions

Existing positions increased: 100 | Existing positions reduced: 87

10% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 40

0.96% more ownership

Funds ownership: 62.1%63.06% (+0.96%)

0% more funds holding

Funds holding: 255256 (+1)

43% less capital invested

Capital invested by funds: $2.25B → $1.29B (-$967M)

Holders
256
Holders Change
+1
Holders Change %
+0.39%
% of All Funds
5.64%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
44
Increased
100
Reduced
87
Closed
40
Calls
$3.65M
Puts
$1.87M
Net Calls
+$1.78M
Net Calls Change
+$3.02M
Name Holding Trade Value Shares
Change
Change in
Stake
Rockefeller Capital Management
201
Rockefeller Capital Management
New York
$106K +$151K +11,520 New
CAM
202
Cresset Asset Management
Illinois
$105K +$150K +11,451 New
PI
203
PEAK6 Investments
Illinois
$105K +$151K +11,475 New
LNC
204
Lincoln National Corp
Pennsylvania
$104K +$14.6K +1,112 +11%
SCM
205
Schnieders Capital Management
California
$101K -$21.7K -1,650 -13%
Cetera Investment Advisers
206
Cetera Investment Advisers
Illinois
$101K -$8.97K -683 -6%
IAA
207
Independent Advisor Alliance
North Carolina
$98K +$140K +10,650 New
AI
208
Atria Investments
North Carolina
$97K +$139K +10,558 New
GCP
209
GSA Capital Partners
United Kingdom
$95K -$78.8K -5,999 -37%
US Bancorp
210
US Bancorp
Minnesota
$95K -$20.4K -1,553 -13%
CNBT
211
Canandaigua National Bank & Trust
New York
$94K +$134K +10,215 New
KC
212
Knuff & Co
California
$94K +$135K +10,250 New
SMDAM
213
Sumitomo Mitsui DS Asset Management
Japan
$93K
PCM
214
Penserra Capital Management
California
$93K +$53K +4,040 +66%
APA
215
American Portfolios Advisors
New York
$92.2K -$12.6K -960 -9%
Skandinaviska Enskilda Banken (SEB)
216
Skandinaviska Enskilda Banken (SEB)
Sweden
$84K +$121K +9,200 New
GRP
217
Global Retirement Partners
California
$78K
Acadian Asset Management
218
Acadian Asset Management
Massachusetts
$69K -$1.1M -84,121 -92%
Northwestern Mutual Wealth Management
219
Northwestern Mutual Wealth Management
Wisconsin
$67K +$42.4K +3,233 +79%
LWM
220
Lenox Wealth Management
Ohio
$63K
TRCT
221
Tower Research Capital (TRC)
New York
$61K +$82.2K +6,261 +1,601%
CG
222
Cutler Group
California
$49K +$70.4K +5,364 New
S
223
SignatureFD
Georgia
$47K -$160K -12,159 -70%
ASN
224
Advisory Services Network
Georgia
$46K +$35.7K +2,718 +117%
QCG
225
Quadrant Capital Group
Ohio
$44K +$54.5K +4,148 +583%

APLE Hedge Fund Activity: Q1 2020 in Review

256 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Apple Hospitality REIT (APLE) for Q1 2020, worth a combined $1.29B — down 43% from $2.25B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new APLE positions and 40 closed out — a net gain of 4 holders — while 100 added to existing stakes and 87 trimmed.

The largest buyer was Invesco, adding an estimated $65.2M. The largest seller was BlackRock, cutting an estimated $34.4M.

  • 256 institutional investors held Apple Hospitality REIT (APLE) as of Q1 2020, up from 255 in Q4 2019.
  • Funds reported $1.29B of Apple Hospitality REIT stock for Q1 2020, down 43% quarter-over-quarter.
  • 44 funds opened new Apple Hospitality REIT positions in Q1 2020 and 40 closed out, a net change of +4 holders.
  • The largest Apple Hospitality REIT buyer in Q1 2020 was Invesco, an estimated $65.2M added.
  • The largest Apple Hospitality REIT seller in Q1 2020 was BlackRock, an estimated $34.4M sold.

Based on aggregated 13F filings for Q1 2020.