Apple Hospitality REIT
APLE
249 hedge funds and large institutions have $1.81B invested in Apple Hospitality REIT in 2018 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 92 increasing their positions, 87 reducing their positions, and 30 closing their positions.
37% more first-time investments, than exits
New positions opened: 41 | Existing positions closed: 30
3% more funds holding
Funds holding: 241 → 249 (+8)
6% more repeat investments, than reductions
Existing positions increased: 92 | Existing positions reduced: 87
0.84% less ownership
Funds ownership: 56.96% → 56.13% (-0.84%)
21% less capital invested
Capital invested by funds: $2.29B → $1.81B (-$482M)
36% less call options, than puts
Call options by funds: $1.23M | Put options by funds: $1.92M
100% less funds holding in top 10
Funds holding in top 10: 2 → 0 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Prudential Financial
Newark,
New Jersey
|
+$35.9M |
| 2 |
JIM
Jupiter Investment Management
London,
United Kingdom
|
+$19.8M |
| 3 |
Schroder Investment Management Group
London,
United Kingdom
|
+$19.5M |
| 4 |
SFM
Systematic Financial Management
Teaneck,
New Jersey
|
+$12.7M |
| 5 |
Renaissance Technologies
New York
|
+$10.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PI
PGGM Investments
Zeist,
Netherlands
|
-$68.1M |
| 2 |
AL
AJO LP
Philadelphia,
Pennsylvania
|
-$33M |
| 3 |
N
Nuveen
Charlotte,
North Carolina
|
-$31.7M |
| 4 |
FQ
First Quadrant
Glendale,
California
|
-$15.7M |
| 5 |
Wells Fargo
San Francisco,
California
|
-$12.6M |
APLE Hedge Fund Activity: Q4 2018 in Review
249 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Apple Hospitality REIT (APLE) for Q4 2018, worth a combined $1.81B — down 21% from $2.29B a quarter earlier.
Buyers outnumbered sellers: 41 funds opened new APLE positions and 30 closed out — a net gain of 11 holders — while 92 added to existing stakes and 87 trimmed.
The largest buyer was Prudential Financial, adding an estimated $35.9M. The largest seller was PGGM Investments, exiting entirely with an estimated $68.1M sold.
- 249 institutional investors held Apple Hospitality REIT (APLE) as of Q4 2018, up from 241 in Q3 2018.
- Funds reported $1.81B of Apple Hospitality REIT stock for Q4 2018, down 21% quarter-over-quarter.
- 41 funds opened new Apple Hospitality REIT positions in Q4 2018 and 30 closed out, a net change of +11 holders.
- The largest Apple Hospitality REIT buyer in Q4 2018 was Prudential Financial, an estimated $35.9M added.
- The largest Apple Hospitality REIT seller in Q4 2018 was PGGM Investments, an estimated $68.1M sold.
Based on aggregated 13F filings for Q4 2018.