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Apple Hospitality REIT

156 hedge funds and large institutions have $1.43B invested in Apple Hospitality REIT in 2016 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 63 increasing their positions, 47 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

275% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 8

34% more repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 47

15% more funds holding

Funds holding: 136156 (+20)

2.72% more ownership

Funds ownership: 40.9%43.62% (+2.7%)

3% more capital invested

Capital invested by funds: $1.39B → $1.43B (+$46.2M)

Holders
156
Holders Change
+20
Holders Change %
+14.71%
% of All Funds
4.16%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
30
Increased
63
Reduced
47
Closed
8
Calls
$259K
Puts
Net Calls
+$259K
Net Calls Change
+$259K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$486M +$18.8M +1,005,883 +4%
Invesco
2
Invesco
Georgia
$166M +$8.84M +471,910 +6%
SAMC
3
Shinko Asset Management Company
Japan
$145M -$37.1K -1,979 -0%
BIT
4
BlackRock Institutional Trust
California
$116M -$949K -50,651 -0.8%
State Street
5
State Street
Massachusetts
$91.8M +$2.13M +113,814 +2%
BFA
6
BlackRock Fund Advisors
California
$44.3M -$820K -43,778 -2%
Norges Bank
7
Norges Bank
Norway
$29.6M +$7.01M +374,350 +31%
Northern Trust
8
Northern Trust
Illinois
$24.4M +$671K +35,831 +3%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$22.9M -$1.11M -59,298 -5%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$20.9M +$385K +20,568 +2%
BG
11
BlackRock Group
United Kingdom
$20.8M -$734K -39,182 -3%
Charles Schwab
12
Charles Schwab
California
$19.6M +$3.54M +188,974 +22%
MAM
13
Martingale Asset Management
Massachusetts
$11.6M +$11.5M +616,216 New
Goldman Sachs
14
Goldman Sachs
New York
$10.5M +$571K +30,495 +6%
Millennium Management
15
Millennium Management
New York
$9.96M +$9.91M +529,235 New
CS
16
Credit Suisse
Switzerland
$9.63M +$1.28M +68,309 +15%
TCIM
17
TIAA CREF Investment Management
New York
$8.52M -$1.68M -89,630 -17%
New York State Common Retirement Fund
18
New York State Common Retirement Fund
New York
$7.5M -$103K -5,500 -1%
Asset Management One
19
Asset Management One
Japan
$7.16M +$263K +14,061 +4%
Legal & General Group
20
Legal & General Group
United Kingdom
$6.76M +$854K +45,567 +15%
California State Teachers Retirement System (CalSTRS)
21
California State Teachers Retirement System (CalSTRS)
California
$6.73M -$479K -25,558 -7%
California Public Employees Retirement System
22
California Public Employees Retirement System
California
$6.52M +$348K +18,600 +6%
Bank of America
23
Bank of America
North Carolina
$5.84M -$327K -17,442 -5%
Ohio Public Employees Retirement System (OPERS)
24
Ohio Public Employees Retirement System (OPERS)
Ohio
$5.76M +$1.24M +65,967 +27%
UBS AM
25
UBS AM
Illinois
$5.61M +$189K +10,065 +3%

APLE Hedge Fund Activity: Q2 2016 in Review

156 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Apple Hospitality REIT (APLE) for Q2 2016, worth a combined $1.43B — up 3.3% from $1.39B a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new APLE positions and 8 closed out — a net gain of 22 holders — while 63 added to existing stakes and 47 trimmed.

The largest buyer was Vanguard Group, adding an estimated $18.8M. The largest seller was Arrowstreet Capital, cutting an estimated $4.17M.

  • 156 institutional investors held Apple Hospitality REIT (APLE) as of Q2 2016, up from 136 in Q1 2016.
  • Funds reported $1.43B of Apple Hospitality REIT stock for Q2 2016, up 3.3% quarter-over-quarter.
  • 30 funds opened new Apple Hospitality REIT positions in Q2 2016 and 8 closed out, a net change of +22 holders.
  • The largest Apple Hospitality REIT buyer in Q2 2016 was Vanguard Group, an estimated $18.8M added.
  • The largest Apple Hospitality REIT seller in Q2 2016 was Arrowstreet Capital, an estimated $4.17M sold.

Based on aggregated 13F filings for Q2 2016.