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Apple Hospitality REIT
APLE

253 hedge funds and large institutions have $2.37B invested in Apple Hospitality REIT in 2018 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 101 increasing their positions, 76 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

135% more call options, than puts

Call options by funds: $3.36M | Put options by funds: $1.43M

78% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 23

33% more repeat investments, than reductions

Existing positions increased: 101 | Existing positions reduced: 76

7% more funds holding

Funds holding: 236 → 253 (+17)

3% more capital invested

Capital invested by funds: $2.29B → $2.37B (+$78.2M)

0.86% more ownership

Funds ownership: 56.82% → 57.68% (+0.86%)

Holders
253
Holders Change
+17
Holders Change %
+7.2%
% of All Funds
5.79%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
41
Increased
101
Reduced
76
Closed
23
Calls
$3.36M
Puts
$1.43M
Net Calls
+$1.93M
Net Calls Change
+$497K

Top Buyers

Rank Fund Capital Flow
1
AL
AJO LP
Pennsylvania
+$45.2M
2
MWNA
Marshall Wace North America
New York
+$20.4M
3
LSV Asset Management
LSV Asset Management
Illinois
+$17.9M
4
Goldman Sachs
Goldman Sachs
New York
+$17.1M
5
N
Nuveen
North Carolina
+$16.5M

Top Sellers

Rank Fund Capital Flow
1
Invesco
Invesco
Georgia
-$91.9M
2
LPC
Long Pond Capital
New York
-$64.8M
3
Vanguard Group
Vanguard Group
Pennsylvania
-$19.7M
4
Prudential Financial
Prudential Financial
New Jersey
-$13.6M
5
American Century Companies
American Century Companies
Missouri
-$11.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$571M -$19.7M -1,078,846 -3%
BlackRock
2
BlackRock
New York
$282M -$2.16M -118,272 -0.7%
State Street
3
State Street
Massachusetts
$124M +$2.38M +130,157 +2%
Northern Trust
4
Northern Trust
Illinois
$80.1M +$4.08M +223,357 +5%
PI
5
PGGM Investments
Netherlands
$69.6M – – –
Geode Capital Management
6
Geode Capital Management
Massachusetts
$62.7M +$12M +658,960 +23%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$59.5M +$2.36M +129,108 +4%
AL
8
AJO LP
Pennsylvania
$59.3M +$45.2M +2,471,319 +293%
Wells Fargo
9
Wells Fargo
California
$54.4M -$4.58M -250,544 -8%
Charles Schwab
10
Charles Schwab
California
$49M +$4.48M +244,976 +10%
Prudential Financial
11
Prudential Financial
New Jersey
$45.9M -$13.6M -741,530 -22%
Invesco
12
Invesco
Georgia
$44.7M -$91.9M -5,030,681 -67%
Norges Bank
13
Norges Bank
Norway
$41.2M +$3.25M +177,591 +8%
N
14
Nuveen
North Carolina
$39.1M +$16.5M +901,526 +70%
Millennium Management
15
Millennium Management
New York
$35.4M +$14.5M +791,220 +67%
Goldman Sachs
16
Goldman Sachs
New York
$33M +$17.1M +934,334 +102%
Fidelity Investments
17
Fidelity Investments
Massachusetts
$33M -$13.5K -737 -0%
Renaissance Technologies
18
Renaissance Technologies
New York
$29.3M +$4.01M +219,200 +15%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$29.1M +$47.6K +2,606 +0.2%
APG Asset Management
20
APG Asset Management
Netherlands
$24.6M +$2.61M +142,700 +10%
FQ
21
First Quadrant
California
$23.4M +$16.2M +888,064 +211%
MAM
22
Martingale Asset Management
Massachusetts
$20.1M -$3.6M -197,117 -15%
MWNA
23
Marshall Wace North America
New York
$19.9M +$20.4M +1,115,472 New
Balyasny Asset Management
24
Balyasny Asset Management
Illinois
$18.7M +$6.99M +382,643 +57%
LSV Asset Management
25
LSV Asset Management
Illinois
$17.5M +$17.9M +980,700 New
1
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APLE Hedge Fund Activity: Q2 2018 in Review

253 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Apple Hospitality REIT (APLE) for Q2 2018, worth a combined $2.37B — up 3.4% from $2.29B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new APLE positions and 23 closed out — a net gain of 18 holders — while 101 added to existing stakes and 76 trimmed.

The largest buyer was AJO LP, adding an estimated $45.2M. The largest seller was Invesco, cutting an estimated $91.9M.

  • 253 institutional investors held Apple Hospitality REIT (APLE) as of Q2 2018, up from 236 in Q1 2018.
  • Funds reported $2.37B of Apple Hospitality REIT stock for Q2 2018, up 3.4% quarter-over-quarter.
  • 41 funds opened new Apple Hospitality REIT positions in Q2 2018 and 23 closed out, a net change of +18 holders.
  • The largest Apple Hospitality REIT buyer in Q2 2018 was AJO LP, an estimated $45.2M added.
  • The largest Apple Hospitality REIT seller in Q2 2018 was Invesco, an estimated $91.9M sold.

Based on aggregated 13F filings for Q2 2018.