Apple Hospitality REIT
APLE
242 hedge funds and large institutions have $2.27B invested in Apple Hospitality REIT in 2019 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 98 increasing their positions, 80 reducing their positions, and 34 closing their positions.
23% more repeat investments, than reductions
Existing positions increased: 98 | Existing positions reduced: 80
6% more capital invested
Capital invested by funds: $2.13B → $2.27B (+$135M)
3.92% more ownership
Funds ownership: 58.57% → 62.49% (+3.9%)
5% less funds holding
Funds holding: 254 → 242 (-12)
24% less first-time investments, than exits
New positions opened: 26 | Existing positions closed: 34
87% less call options, than puts
Call options by funds: $1.14M | Put options by funds: $9.06M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Schroder Investment Management Group
London,
United Kingdom
|
+$126M |
| 2 |
Renaissance Technologies
New York
|
+$10.8M |
| 3 |
Nuveen
Charlotte,
North Carolina
|
+$10.1M |
| 4 |
Fuller & Thaler Asset Management
San Mateo,
California
|
+$9.99M |
| 5 |
State Street
Boston,
Massachusetts
|
+$9.32M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JIM
Jupiter Investment Management
London,
United Kingdom
|
-$14.8M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
-$12.2M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$8.86M |
| 4 |
Citigroup
New York
|
-$5.7M |
| 5 |
BlackRock
New York
|
-$5.4M |
APLE Hedge Fund Activity: Q2 2019 in Review
242 of the 4,625 institutional investors tracked by Wall St. Rank reported a position in Apple Hospitality REIT (APLE) for Q2 2019, worth a combined $2.27B — up 6.3% from $2.13B a quarter earlier.
Sellers outnumbered buyers: 34 funds closed out of APLE and 26 opened new positions — a net loss of 8 holders — while 80 trimmed existing stakes and 98 added.
The largest buyer was Schroder Investment Management Group, adding an estimated $126M. The largest seller was Jupiter Investment Management, cutting an estimated $14.8M.
- 242 institutional investors held Apple Hospitality REIT (APLE) as of Q2 2019, down from 254 in Q1 2019.
- Funds reported $2.27B of Apple Hospitality REIT stock for Q2 2019, up 6.3% quarter-over-quarter.
- 26 funds opened new Apple Hospitality REIT positions in Q2 2019 and 34 closed out, a net change of -8 holders.
- The largest Apple Hospitality REIT buyer in Q2 2019 was Schroder Investment Management Group, an estimated $126M added.
- The largest Apple Hospitality REIT seller in Q2 2019 was Jupiter Investment Management, an estimated $14.8M sold.
Based on aggregated 13F filings for Q2 2019.