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Apple Hospitality REIT

200 hedge funds and large institutions have $2.18B invested in Apple Hospitality REIT in 2017 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 102 increasing their positions, 52 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

268% more call options, than puts

Call options by funds: $5.16M | Put options by funds: $1.4M

96% more repeat investments, than reductions

Existing positions increased: 102 | Existing positions reduced: 52

1.58% more ownership

Funds ownership: 50.13%51.71% (+1.6%)

4% more capital invested

Capital invested by funds: $2.09B → $2.18B (+$89M)

1% less funds holding

Funds holding: 202200 (-2)

5% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 19

Holders
200
Holders Change
-2
Holders Change %
-0.99%
% of All Funds
4.99%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
18
Increased
102
Reduced
52
Closed
19
Calls
$5.16M
Puts
$1.4M
Net Calls
+$3.75M
Net Calls Change
-$364K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$621M +$4.49M +245,124 +0.8%
BlackRock
2
BlackRock
New York
$272M +$20.6M +1,125,844 +8%
Invesco
3
Invesco
Georgia
$263M -$50.3M -2,741,878 -16%
Cohen & Steers
4
Cohen & Steers
New York
$132M +$9.31M +507,598 +8%
State Street
5
State Street
Massachusetts
$122M +$13.7M +745,366 +13%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$55.6M +$1.09M +59,310 +2%
Wells Fargo
7
Wells Fargo
California
$44.7M +$796K +43,430 +2%
Charles Schwab
8
Charles Schwab
California
$41M +$10.7M +582,794 +37%
Northern Trust
9
Northern Trust
Illinois
$37.9M +$2.33M +127,233 +7%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$37.7M +$7.06M +385,294 +24%
Norges Bank
11
Norges Bank
Norway
$33.1M -$6.5M -354,427 -17%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$28.9M +$2.62M +143,157 +10%
Millennium Management
13
Millennium Management
New York
$23.7M +$5.45M +297,497 +31%
MAM
14
Martingale Asset Management
Massachusetts
$18.4M +$112K +6,100 +0.6%
Daiwa Securities Group
15
Daiwa Securities Group
Japan
$15.7M +$15M +816,331 +5,790%
Goldman Sachs
16
Goldman Sachs
New York
$15M +$2.85M +155,203 +24%
TCIM
17
TIAA CREF Investment Management
New York
$13.7M +$1.25M +68,387 +10%
N
18
Nuveen
North Carolina
$13.4M -$13.8M -751,491 -51%
Legal & General Group
19
Legal & General Group
United Kingdom
$12.6M +$1.16M +63,157 +10%
Citigroup
20
Citigroup
New York
$11M +$2.4M +131,119 +29%
UIC
21
Uniplan Investment Counsel
Wisconsin
$10.8M -$187K -10,203 -2%
Prudential Financial
22
Prudential Financial
New Jersey
$10.8M +$1.18M +64,568 +13%
Renaissance Technologies
23
Renaissance Technologies
New York
$10.4M -$1.31M -71,500 -11%
Bank of America
24
Bank of America
North Carolina
$10.4M +$1.24M +67,408 +14%
Asset Management One
25
Asset Management One
Japan
$10.4M +$2.11M +114,952 +27%

APLE Hedge Fund Activity: Q3 2017 in Review

200 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Apple Hospitality REIT (APLE) for Q3 2017, worth a combined $2.18B — up 4.3% from $2.09B a quarter earlier.

Sellers outnumbered buyers: 19 funds closed out of APLE and 18 opened new positions — a net loss of 1 holder — while 52 trimmed existing stakes and 102 added.

The largest buyer was BlackRock, adding an estimated $20.6M. The largest seller was Invesco, cutting an estimated $50.3M.

  • 200 institutional investors held Apple Hospitality REIT (APLE) as of Q3 2017, down from 202 in Q2 2017.
  • Funds reported $2.18B of Apple Hospitality REIT stock for Q3 2017, up 4.3% quarter-over-quarter.
  • 18 funds opened new Apple Hospitality REIT positions in Q3 2017 and 19 closed out, a net change of -1 holder.
  • The largest Apple Hospitality REIT buyer in Q3 2017 was BlackRock, an estimated $20.6M added.
  • The largest Apple Hospitality REIT seller in Q3 2017 was Invesco, an estimated $50.3M sold.

Based on aggregated 13F filings for Q3 2017.