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Apple Hospitality REIT

255 hedge funds and large institutions have $2.25B invested in Apple Hospitality REIT in 2019 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 102 increasing their positions, 76 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 24

34% more repeat investments, than reductions

Existing positions increased: 102 | Existing positions reduced: 76

2% more funds holding

Funds holding: 250255 (+5)

0.8% more ownership

Funds ownership: 61.3%62.1% (+0.8%)

1% less capital invested

Capital invested by funds: $2.27B → $2.25B (-$18.9M)

47% less call options, than puts

Call options by funds: $1.39M | Put options by funds: $2.62M

Holders
255
Holders Change
+5
Holders Change %
+2%
% of All Funds
5.02%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
36
Increased
102
Reduced
76
Closed
24
Calls
$1.39M
Puts
$2.62M
Net Calls
-$1.23M
Net Calls Change
+$5.7M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$515M +$5.69M +351,759 +1%
BlackRock
2
BlackRock
New York
$281M +$11.2M +695,066 +4%
State Street
3
State Street
Massachusetts
$139M -$18.2M -1,125,159 -12%
Renaissance Technologies
4
Renaissance Technologies
New York
$92.6M +$8.78M +542,700 +11%
Prudential Financial
5
Prudential Financial
New Jersey
$86.7M +$307K +18,988 +0.4%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$65.2M +$750K +46,379 +1%
Northern Trust
7
Northern Trust
Illinois
$60.4M -$11M -677,378 -15%
Charles Schwab
8
Charles Schwab
California
$57.3M +$2.12M +130,811 +4%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$56.2M -$206K -12,719 -0.4%
APG Asset Management
10
APG Asset Management
Netherlands
$50.8M +$24.6M +1,522,100 +77%
Schroder Investment Management Group
11
Schroder Investment Management Group
United Kingdom
$43.6M -$24.4M -1,507,397 -36%
Norges Bank
12
Norges Bank
Norway
$42.3M +$1.53M +94,458 +4%
Fidelity Investments
13
Fidelity Investments
Massachusetts
$37.7M +$59.3K +3,669 +0.2%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$30.8M -$306K -18,890 -1%
LSV Asset Management
15
LSV Asset Management
Illinois
$28.5M +$1.27M +78,700 +5%
AG
16
Aperio Group
California
$28.4M +$6.04M +373,375 +27%
Goldman Sachs
17
Goldman Sachs
New York
$24.5M -$4.51M -279,104 -16%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$24.1M +$828K +51,205 +4%
SFM
19
Systematic Financial Management
New Jersey
$23.4M +$2.48M +153,538 +12%
UBS AM
20
UBS AM
Illinois
$21.6M +$6.68M +412,790 +45%
Ensign Peak Advisors
21
Ensign Peak Advisors
Utah
$21.3M +$21.2M +1,309,591 New
Legal & General Group
22
Legal & General Group
United Kingdom
$17.6M +$706K +43,618 +4%
First Trust Advisors
23
First Trust Advisors
Illinois
$17.2M -$4M -247,147 -19%
Invesco
24
Invesco
Georgia
$16.9M -$911K -56,296 -5%
JIM
25
Jupiter Investment Management
United Kingdom
$16.7M +$362K +22,393 +2%

APLE Hedge Fund Activity: Q4 2019 in Review

255 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Apple Hospitality REIT (APLE) for Q4 2019, worth a combined $2.25B — down 0.83% from $2.27B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new APLE positions and 24 closed out — a net gain of 12 holders — while 102 added to existing stakes and 76 trimmed.

The largest buyer was APG Asset Management, adding an estimated $24.6M. The largest seller was Schroder Investment Management Group, cutting an estimated $24.4M.

  • 255 institutional investors held Apple Hospitality REIT (APLE) as of Q4 2019, up from 250 in Q3 2019.
  • Funds reported $2.25B of Apple Hospitality REIT stock for Q4 2019, down 0.83% quarter-over-quarter.
  • 36 funds opened new Apple Hospitality REIT positions in Q4 2019 and 24 closed out, a net change of +12 holders.
  • The largest Apple Hospitality REIT buyer in Q4 2019 was APG Asset Management, an estimated $24.6M added.
  • The largest Apple Hospitality REIT seller in Q4 2019 was Schroder Investment Management Group, an estimated $24.4M sold.

Based on aggregated 13F filings for Q4 2019.