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Apple Hospitality REIT

61 hedge funds and large institutions have $266M invested in Apple Hospitality REIT in 2015 Q2 according to their latest regulatory filings, with 61 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

7.57% more ownership

Funds ownership: 0%7.57% (+7.6%)

Holders
61
Holders Change
+61
Holders Change %
% of All Funds
1.64%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
61
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Invesco
1
Invesco
Georgia
$33.8M +$33.6M +1,792,172 New
SAMC
2
Shinko Asset Management Company
Japan
$33.2M +$32.9M +1,758,680 New
Millennium Management
3
Millennium Management
New York
$32.9M +$32.7M +1,745,475 New
BIT
4
BlackRock Institutional Trust
California
$29M +$28.8M +1,535,355 New
State Street
5
State Street
Massachusetts
$28.5M +$28.3M +1,509,704 New
BFA
6
BlackRock Fund Advisors
California
$27.1M +$26.9M +1,436,690 New
Bank of Montreal
7
Bank of Montreal
Ontario, Canada
$16.7M +$16.5M +883,046 New
SEIA
8
Signature Estate & Investment Advisors
California
$6.94M +$6.89M +367,983 New
California State Teachers Retirement System (CalSTRS)
9
California State Teachers Retirement System (CalSTRS)
California
$6.41M +$6.37M +339,924 New
Bank of New York Mellon
10
Bank of New York Mellon
New York
$5.43M +$5.4M +287,994 New
Prudential Financial
11
Prudential Financial
New Jersey
$4.37M +$4.34M +231,428 New
TCIM
12
TIAA CREF Investment Management
New York
$4.19M +$4.16M +222,191 New
New York State Common Retirement Fund
13
New York State Common Retirement Fund
New York
$3.1M +$3.08M +164,295 New
TA
14
Teachers Advisors
New York
$2.78M +$2.76M +147,423 New
State of Wisconsin Investment Board
15
State of Wisconsin Investment Board
Wisconsin
$2.69M +$2.68M +142,800 New
Bank of America
16
Bank of America
North Carolina
$2.41M +$2.39M +127,698 New
AllianceBernstein
17
AllianceBernstein
Tennessee
$2.22M +$2.21M +117,800 New
Morgan Stanley
18
Morgan Stanley
New York
$1.89M +$1.88M +100,200 New
BIM
19
BlackRock Investment Management
Delaware
$1.87M +$1.86M +99,319 New
RhumbLine Advisers
20
RhumbLine Advisers
Massachusetts
$1.85M +$1.83M +97,870 New
UBS Group
21
UBS Group
Switzerland
$1.42M +$1.41M +75,281 New
Vanguard Group
22
Vanguard Group
Pennsylvania
$1.41M +$1.4M +74,810 New
Ohio Public Employees Retirement System (OPERS)
23
Ohio Public Employees Retirement System (OPERS)
Ohio
$1.41M +$1.4M +74,497 New
VOYA Investment Management
24
VOYA Investment Management
Georgia
$1.22M +$1.21M +64,642 New
Wells Fargo
25
Wells Fargo
California
$1.12M +$1.11M +59,304 New

APLE Hedge Fund Activity: Q2 2015 in Review

61 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in Apple Hospitality REIT (APLE) for Q2 2015, worth a combined $266M.

Buyers outnumbered sellers: 61 funds opened new APLE positions and 0 closed out — a net gain of 61 holders — while 0 added to existing stakes and 0 trimmed.

The largest buyer was Invesco, opening a new position worth an estimated $33.6M.

  • 61 institutional investors held Apple Hospitality REIT (APLE) as of Q2 2015, up from 0 in Q1 2015.
  • Funds reported $266M of Apple Hospitality REIT stock for Q2 2015.
  • 61 funds opened new Apple Hospitality REIT positions in Q2 2015 and 0 closed out, a net change of +61 holders.
  • The largest Apple Hospitality REIT buyer in Q2 2015 was Invesco, an estimated $33.6M added.

Based on aggregated 13F filings for Q2 2015.