We are live on ! Find out more
APLE icon

Apple Hospitality REIT

250 hedge funds and large institutions have $2.27B invested in Apple Hospitality REIT in 2019 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 87 increasing their positions, 86 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 30

3% more funds holding

Funds holding: 242250 (+8)

4% more capital invested

Capital invested by funds: $2.19B → $2.27B (+$79.5M)

1% more repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 86

0.95% more ownership

Funds ownership: 60.36%61.3% (+0.95%)

74% less call options, than puts

Call options by funds: $2.49M | Put options by funds: $9.42M

Holders
250
Holders Change
+8
Holders Change %
+3.31%
% of All Funds
5.48%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
39
Increased
87
Reduced
86
Closed
30
Calls
$2.49M
Puts
$9.42M
Net Calls
-$6.93M
Net Calls Change
+$993K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$520M -$3.69M -232,996 -0.7%
BlackRock
2
BlackRock
New York
$275M -$9.86M -623,062 -4%
State Street
3
State Street
Massachusetts
$160M +$4.23M +267,528 +3%
Prudential Financial
4
Prudential Financial
New Jersey
$88.2M +$8.41M +531,407 +11%
Renaissance Technologies
5
Renaissance Technologies
New York
$85.5M +$17.1M +1,079,700 +26%
Northern Trust
6
Northern Trust
Illinois
$72.9M +$4.03M +254,465 +6%
Schroder Investment Management Group
7
Schroder Investment Management Group
United Kingdom
$68.9M -$9.2M -581,332 -12%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$65.8M +$1.26M +79,386 +2%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$57.5M +$774K +48,895 +1%
Charles Schwab
10
Charles Schwab
California
$56.3M +$2.37M +149,713 +5%
Norges Bank
11
Norges Bank
Norway
$41.6M
Fidelity Investments
12
Fidelity Investments
Massachusetts
$38.4M -$31.6K -1,995 -0.1%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$31.7M +$564K +35,626 +2%
APG Asset Management
14
APG Asset Management
Netherlands
$30.2M +$5.24M +331,400 +20%
Goldman Sachs
15
Goldman Sachs
New York
$29.6M -$4.88M -308,238 -15%
LSV Asset Management
16
LSV Asset Management
Illinois
$27.8M +$1.26M +79,500 +5%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$23.7M +$2.2M +138,701 +11%
AG
18
Aperio Group
California
$22.8M +$8.57M +541,788 +65%
First Trust Advisors
19
First Trust Advisors
Illinois
$21.7M +$5.45M +344,356 +36%
SFM
20
Systematic Financial Management
New Jersey
$21.3M +$1.77M +111,634 +10%
AllianceBernstein
21
AllianceBernstein
Tennessee
$18.5M +$1.33M +83,760 +8%
Invesco
22
Invesco
Georgia
$18.2M -$28K -1,772 -0.2%
Legal & General Group
23
Legal & General Group
United Kingdom
$17.3M +$1.46M +92,288 +10%
JIM
24
Jupiter Investment Management
United Kingdom
$16.7M -$5.3M -334,730 -25%
UBS AM
25
UBS AM
Illinois
$15.2M -$1.85M -117,024 -11%

APLE Hedge Fund Activity: Q3 2019 in Review

250 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Apple Hospitality REIT (APLE) for Q3 2019, worth a combined $2.27B — up 3.6% from $2.19B a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new APLE positions and 30 closed out — a net gain of 9 holders — while 87 added to existing stakes and 86 trimmed.

The largest buyer was Renaissance Technologies, adding an estimated $17.1M. The largest seller was BlackRock, cutting an estimated $9.86M.

  • 250 institutional investors held Apple Hospitality REIT (APLE) as of Q3 2019, up from 242 in Q2 2019.
  • Funds reported $2.27B of Apple Hospitality REIT stock for Q3 2019, up 3.6% quarter-over-quarter.
  • 39 funds opened new Apple Hospitality REIT positions in Q3 2019 and 30 closed out, a net change of +9 holders.
  • The largest Apple Hospitality REIT buyer in Q3 2019 was Renaissance Technologies, an estimated $17.1M added.
  • The largest Apple Hospitality REIT seller in Q3 2019 was BlackRock, an estimated $9.86M sold.

Based on aggregated 13F filings for Q3 2019.