We are live on ! Find out more
APLE icon

Apple Hospitality REIT

239 hedge funds and large institutions have $1.39B invested in Apple Hospitality REIT in 2020 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 62 increasing their positions, 105 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more call options, than puts

Call options by funds: $2.54M | Put options by funds: $1.63M

0.63% less ownership

Funds ownership: 66.18%65.56% (-0.63%)

2% less capital invested

Capital invested by funds: $1.42B → $1.39B (-$30.2M)

4% less funds holding

Funds holding: 248239 (-9)

13% less first-time investments, than exits

New positions opened: 35 | Existing positions closed: 40

41% less repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 105

Holders
239
Holders Change
-9
Holders Change %
-3.63%
% of All Funds
4.82%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.04%
New
35
Increased
62
Reduced
105
Closed
40
Calls
$2.54M
Puts
$1.63M
Net Calls
+$910K
Net Calls Change
-$37K
Name Holding Trade Value Shares
Change
Change in
Stake
Northwestern Mutual Wealth Management
201
Northwestern Mutual Wealth Management
Wisconsin
$67K +$2K +208 +3%
Simplex Trading
202
Simplex Trading
Illinois
$62K -$101K -10,494 -62%
VanEck Associates
203
VanEck Associates
New York
$61K +$11.6K +1,208 +23%
QCG
204
Quadrant Capital Group
Ohio
$60K -$2.07K -215 -3%
S
205
SignatureFD
Georgia
$57K -$6.28K -652 -10%
PCM
206
Prelude Capital Management
New York
$55K -$6.47K -672 -10%
TRCT
207
Tower Research Capital (TRC)
New York
$41K -$67.3K -6,992 -62%
Bank Julius Baer & Co
208
Bank Julius Baer & Co
Switzerland
$39K -$58 -6 -0.1%
AWA
209
Arkadios Wealth Advisors
Georgia
$25.2K
PA
210
Parallel Advisors
California
$24K -$3.45K -358 -13%
Acadian Asset Management
211
Acadian Asset Management
Massachusetts
$22K -$40.3K -4,187 -64%
Lazard Asset Management
212
Lazard Asset Management
New York
$22K +$22.5K +2,334 New
MAM
213
Meeder Asset Management
Ohio
$20K -$570K -59,156 -97%
TPCW
214
TD Private Client Wealth
New York
$19.6K
RCA
215
Ranch Capital Advisors
Florida
$19K -$5.76K -598 -23%
LC
216
Lindbrook Capital
California
$17K -$462 -48 -3%
GT
217
Glenmede Trust
Pennsylvania
$17K
FCH
218
Freestone Capital Holdings
Washington
$15.1K +$15.2K +1,576 New
FGA
219
Fortis Group Advisors
New Jersey
$14K +$14.4K +1,493 New
SIS
220
Sound Income Strategies
Florida
$12K
JGIA
221
Jackson Grant Investment Advisers
Connecticut
$11K
Millennium Management
222
Millennium Management
New York
$10K +$4.91M +509,640 +96%
FHA
223
First Horizon Advisors
Tennessee
$10K
GWS
224
Glassman Wealth Services
Virginia
$9K
GWM
225
Geneos Wealth Management
Colorado
$6K -$1.79K -186 -22%

APLE Hedge Fund Activity: Q3 2020 in Review

239 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Apple Hospitality REIT (APLE) for Q3 2020, worth a combined $1.39B — down 2.1% from $1.42B a quarter earlier.

Sellers outnumbered buyers: 40 funds closed out of APLE and 35 opened new positions — a net loss of 5 holders — while 105 trimmed existing stakes and 62 added.

The largest buyer was Prudential Financial, adding an estimated $31.9M. The largest seller was Deutsche Bank, cutting an estimated $60.6M.

  • 239 institutional investors held Apple Hospitality REIT (APLE) as of Q3 2020, down from 248 in Q2 2020.
  • Funds reported $1.39B of Apple Hospitality REIT stock for Q3 2020, down 2.1% quarter-over-quarter.
  • 35 funds opened new Apple Hospitality REIT positions in Q3 2020 and 40 closed out, a net change of -5 holders.
  • The largest Apple Hospitality REIT buyer in Q3 2020 was Prudential Financial, an estimated $31.9M added.
  • The largest Apple Hospitality REIT seller in Q3 2020 was Deutsche Bank, an estimated $60.6M sold.

Based on aggregated 13F filings for Q3 2020.