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Apple Hospitality REIT

247 hedge funds and large institutions have $2.04B invested in Apple Hospitality REIT in 2020 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 72 increasing their positions, 87 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more call options, than puts

Call options by funds: $5.96M | Put options by funds: $2.75M

46% more capital invested

Capital invested by funds: $1.39B → $2.04B (+$641M)

31% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 35

5.08% more ownership

Funds ownership: 65.56%70.63% (+5.1%)

3% more funds holding

Funds holding: 239247 (+8)

17% less repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 87

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
247
Holders Change
+8
Holders Change %
+3.35%
% of All Funds
4.37%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
46
Increased
72
Reduced
87
Closed
35
Calls
$5.96M
Puts
$2.75M
Net Calls
+$3.21M
Net Calls Change
+$2.3M
Name Holding Trade Value Shares
Change
Change in
Stake
TC
201
Truvestments Capital
Florida
$78K +$72.5K +6,108 New
QCG
202
Quadrant Capital Group
Ohio
$72K -$7.67K -646 -10%
Acadian Asset Management
203
Acadian Asset Management
Massachusetts
$70K +$37.2K +3,133 +135%
MIFH
204
Migdal Insurance & Financial Holdings
Israel
$64K -$742K -62,513 -93%
TRCT
205
Tower Research Capital (TRC)
New York
$53K -$1.55K -131 -3%
ASN
206
Advisory Services Network
Georgia
$46K -$64.3K -5,423 -60%
AWA
207
Arkadios Wealth Advisors
Georgia
$32K
PA
208
Parallel Advisors
California
$32K +$59 +5 +0.2%
MAM
209
Meeder Asset Management
Ohio
$28K +$664 +56 +3%
Lazard Asset Management
210
Lazard Asset Management
New York
$27K -$2.21K -186 -8%
IA
211
Inspire Advisors
Idaho
$27K +$24.6K +2,072 New
TPCW
212
TD Private Client Wealth
New York
$26.3K
LC
213
Lindbrook Capital
California
$23K
RCA
214
Ranch Capital Advisors
Florida
$22K -$3.31K -279 -14%
AWG
215
Altus Wealth Group
Colorado
$19K +$17.8K +1,500 New
SIS
216
Sound Income Strategies
Florida
$16K
JGIA
217
Jackson Grant Investment Advisers
Connecticut
$15K
Fidelity Investments
218
Fidelity Investments
Massachusetts
$14K -$19.5M -1,644,668 -100%
DA
219
Denali Advisors
California
$13K -$842K -71,000 -99%
FHA
220
First Horizon Advisors
Tennessee
$13K
IAIM
221
International Assets Investment Management
Florida
$13K +$12.1K +1,018 New
GWS
222
Glassman Wealth Services
Virginia
$12K
GWM
223
Geneos Wealth Management
Colorado
$10K
FWM
224
Focused Wealth Management
New York
$9K
FFG
225
Fortem Financial Group
California
$9K +$8.46K +713 New

APLE Hedge Fund Activity: Q4 2020 in Review

247 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Apple Hospitality REIT (APLE) for Q4 2020, worth a combined $2.04B — up 46% from $1.39B a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new APLE positions and 35 closed out — a net gain of 11 holders — while 72 added to existing stakes and 87 trimmed.

The largest buyer was Deutsche Bank, adding an estimated $66.2M. The largest seller was Brookfield Corp, exiting entirely with an estimated $53.8M sold.

  • 247 institutional investors held Apple Hospitality REIT (APLE) as of Q4 2020, up from 239 in Q3 2020.
  • Funds reported $2.04B of Apple Hospitality REIT stock for Q4 2020, up 46% quarter-over-quarter.
  • 46 funds opened new Apple Hospitality REIT positions in Q4 2020 and 35 closed out, a net change of +11 holders.
  • The largest Apple Hospitality REIT buyer in Q4 2020 was Deutsche Bank, an estimated $66.2M added.
  • The largest Apple Hospitality REIT seller in Q4 2020 was Brookfield Corp, an estimated $53.8M sold.

Based on aggregated 13F filings for Q4 2020.