We are live on ! Find out more
APLE icon

Apple Hospitality REIT

186 hedge funds and large institutions have $2.08B invested in Apple Hospitality REIT in 2017 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 81 increasing their positions, 64 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

376% more call options, than puts

Call options by funds: $3.59M | Put options by funds: $754K

27% more repeat investments, than reductions

Existing positions increased: 81 | Existing positions reduced: 64

8% more capital invested

Capital invested by funds: $1.92B → $2.08B (+$160M)

5.72% more ownership

Funds ownership: 42.93%48.64% (+5.7%)

4% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 28

4% less funds holding

Funds holding: 193186 (-7)

Holders
186
Holders Change
-7
Holders Change %
-3.63%
% of All Funds
4.63%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
29
Increased
81
Reduced
64
Closed
28
Calls
$3.59M
Puts
$754K
Net Calls
+$2.84M
Net Calls Change
-$539K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$625M +$91.2M +4,627,374 +16%
Invesco
2
Invesco
Georgia
$300M +$16M +812,975 +5%
BlackRock
3
BlackRock
New York
$229M +$230M +11,653,910 +3,420%
Cohen & Steers
4
Cohen & Steers
New York
$151M +$115M +5,817,905 +280%
State Street
5
State Street
Massachusetts
$104M +$2.54M +128,765 +2%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$48.5M +$30.5M +1,547,960 +156%
Wells Fargo
7
Wells Fargo
California
$47.9M +$13.6M +690,453 +38%
Norges Bank
8
Norges Bank
Norway
$38.4M +$6.09M +308,998 +18%
Northern Trust
9
Northern Trust
Illinois
$32.5M +$3.51M +178,048 +12%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$27.5M +$1.47M +74,345 +5%
Charles Schwab
11
Charles Schwab
California
$26M +$1.1M +55,780 +4%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$24.4M +$1.65M +83,872 +7%
N
13
Nuveen
North Carolina
$21.5M +$8.86M +449,135 +66%
MAM
14
Martingale Asset Management
Massachusetts
$19M +$7.01M +355,502 +56%
Goldman Sachs
15
Goldman Sachs
New York
$16.1M +$453K +22,954 +3%
CS
16
Credit Suisse
Switzerland
$13.3M -$294K -14,933 -2%
Renaissance Technologies
17
Renaissance Technologies
New York
$13.2M +$6.54M +331,535 +92%
TCIM
18
TIAA CREF Investment Management
New York
$12.1M +$122K +6,177 +1%
Legal & General Group
19
Legal & General Group
United Kingdom
$11.1M +$1.46M +74,131 +15%
Russell Investments Group
20
Russell Investments Group
United Kingdom
$11M -$5.24M -265,940 -32%
Bank of America
21
Bank of America
North Carolina
$10.5M -$1.18M -59,863 -10%
JP Morgan Chase
22
JP Morgan Chase
New York
$10.3M -$1.99M -100,944 -16%
Prudential Financial
23
Prudential Financial
New Jersey
$9.55M -$4.5M -228,328 -31%
Acadian Asset Management
24
Acadian Asset Management
Massachusetts
$9.4M +$1.82M +92,239 +23%
SAM
25
Securian Asset Management
Minnesota
$8.83M +$4.24M +215,200 +87%

APLE Hedge Fund Activity: Q1 2017 in Review

186 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Apple Hospitality REIT (APLE) for Q1 2017, worth a combined $2.08B — up 8.4% from $1.92B a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new APLE positions and 28 closed out — a net gain of 1 holder — while 81 added to existing stakes and 64 trimmed.

The largest buyer was BlackRock, adding an estimated $230M. The largest seller was Heitman Real Estate Securities, exiting entirely with an estimated $30.4M sold.

  • 186 institutional investors held Apple Hospitality REIT (APLE) as of Q1 2017, down from 193 in Q4 2016.
  • Funds reported $2.08B of Apple Hospitality REIT stock for Q1 2017, up 8.4% quarter-over-quarter.
  • 29 funds opened new Apple Hospitality REIT positions in Q1 2017 and 28 closed out, a net change of +1 holder.
  • The largest Apple Hospitality REIT buyer in Q1 2017 was BlackRock, an estimated $230M added.
  • The largest Apple Hospitality REIT seller in Q1 2017 was Heitman Real Estate Securities, an estimated $30.4M sold.

Based on aggregated 13F filings for Q1 2017.