We are live on ! Find out more
APLE icon

Apple Hospitality REIT

248 hedge funds and large institutions have $1.42B invested in Apple Hospitality REIT in 2020 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 74 increasing their positions, 105 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

65% more call options, than puts

Call options by funds: $2.41M | Put options by funds: $1.47M

11% more capital invested

Capital invested by funds: $1.29B → $1.42B (+$139M)

3.12% more ownership

Funds ownership: 63.06%66.18% (+3.1%)

3% less funds holding

Funds holding: 256248 (-8)

11% less first-time investments, than exits

New positions opened: 41 | Existing positions closed: 46

30% less repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 105

Holders
248
Holders Change
-8
Holders Change %
-3.13%
% of All Funds
5.09%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
41
Increased
74
Reduced
105
Closed
46
Calls
$2.41M
Puts
$1.47M
Net Calls
+$947K
Net Calls Change
-$835K
Name Holding Trade Value Shares
Change
Change in
Stake
SWM
201
SeaCrest Wealth Management
New York
$114K
IAA
202
Independent Advisor Alliance
North Carolina
$114K +$10.5K +1,100 +10%
LNWWM
203
Laird Norton Wetherby Wealth Management
California
$110K +$108K +11,393 New
TRCT
204
Tower Research Capital (TRC)
New York
$108K +$43.4K +4,564 +69%
CNC
205
Canandaigua National Corp
New York
$108K +$106K +11,176 New
Cetera Investment Advisers
206
Cetera Investment Advisers
Illinois
$106K +$10 +1 +0%
KC
207
Knuff & Co
California
$106K +$7.13K +750 +7%
APA
208
American Portfolios Advisors
New York
$99.1K +$1.9K +200 +2%
US Bancorp
209
US Bancorp
Minnesota
$97K -$3.1K -326 -3%
Skandinaviska Enskilda Banken (SEB)
210
Skandinaviska Enskilda Banken (SEB)
Sweden
$89K
NICM
211
Neo Ivy Capital Management
New York
$73K +$71.4K +7,511 New
Northwestern Mutual Wealth Management
212
Northwestern Mutual Wealth Management
Wisconsin
$66K -$4.94K -520 -7%
LWM
213
Lenox Wealth Management
Ohio
$66K
S
214
SignatureFD
Georgia
$63K +$12.9K +1,358 +26%
Acadian Asset Management
215
Acadian Asset Management
Massachusetts
$62K -$9.72K -1,023 -14%
QCG
216
Quadrant Capital Group
Ohio
$62K +$14.9K +1,567 +32%
PCM
217
Prelude Capital Management
New York
$62K +$60.9K +6,405 New
CG
218
Cutler Group
California
$53K +$1.9K +200 +4%
VanEck Associates
219
VanEck Associates
New York
$50K +$24.4K +2,568 +99%
Bank Julius Baer & Co
220
Bank Julius Baer & Co
Switzerland
$39K +$38.1K +4,012 New
PA
221
Parallel Advisors
California
$27K -$105K -11,077 -80%
RCA
222
Ranch Capital Advisors
Florida
$26K -$13K -1,371 -34%
AWA
223
Arkadios Wealth Advisors
Georgia
$21.9K
TPCW
224
TD Private Client Wealth
New York
$19.7K
LC
225
Lindbrook Capital
California
$18K -$1.43K -150 -8%

APLE Hedge Fund Activity: Q2 2020 in Review

248 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Apple Hospitality REIT (APLE) for Q2 2020, worth a combined $1.42B — up 11% from $1.29B a quarter earlier.

Sellers outnumbered buyers: 46 funds closed out of APLE and 41 opened new positions — a net loss of 5 holders — while 105 trimmed existing stakes and 74 added.

The largest buyer was Deutsche Bank, adding an estimated $60M. The largest seller was Eminence Capital, exiting entirely with an estimated $26.1M sold.

  • 248 institutional investors held Apple Hospitality REIT (APLE) as of Q2 2020, down from 256 in Q1 2020.
  • Funds reported $1.42B of Apple Hospitality REIT stock for Q2 2020, up 11% quarter-over-quarter.
  • 41 funds opened new Apple Hospitality REIT positions in Q2 2020 and 46 closed out, a net change of -5 holders.
  • The largest Apple Hospitality REIT buyer in Q2 2020 was Deutsche Bank, an estimated $60M added.
  • The largest Apple Hospitality REIT seller in Q2 2020 was Eminence Capital, an estimated $26.1M sold.

Based on aggregated 13F filings for Q2 2020.